Payors are used to track the parties responsible for reimbursement of a patient's treatment. This feature is essential for administrators and supervisors to generate payor reports. Payors are configured in the Capacity IQ® solution and can be integrated with external systems like ADT or EMR.
Where you can find this feature: Admin Tool > Dictionary Management, Admin > Settings > Capacity Management > Miscellaneous > Dictionary Management.
How Payors Work
Functionality
Payors can be added to Dictionary Management by two methods:
An administrator in the Admin Tool component or in Admin > Settings > Capacity Management.
A payor transaction from the ADT system with a payor that has not been manually added. In this case, the unknown payor is added automatically.
Permissions Required:
Admin Tool Menu permission to access the Admin Tool menu or Admin > Settings > Capacity Management.
Administrative permission called Payor to configure payors.
Edit rights to make changes; View rights to see but not change payors.
Navigate to Payor Dictionary:
Go to Admin Tool > Dictionary Management.
Go to Admin > Settings > Capacity Management > Miscellaneous > Dictionary Management.
In the Dictionary Name column, click the Payor link.
Adding Payors
Click Add to add a new row at the bottom of the page.
In a blank row in the Name column, type a unique name to identify the payor.
In the ADT ID column, enter the code used by the hospital's ADT system for this payor.
Click Save. The payor appears in the list in alphabetical order.
To add more payors, repeat step 3.
Editing Payors
To edit existing payors, change the information in the appropriate rows and columns, then click Save.
Deleting (Deactivating) Payors
To delete all payors, select the check box in the first row and first column of the page.
To delete individual payors, select the check boxes for them.
Click Delete Selected Records.
When a confirmation message appears, click OK.
Note: Payors associated with a patient record are not deleted; they are deactivated. Deactivated records cannot be edited.
Activating Payors
To activate all deactivated payors, select the check box in the first row and first column of the page.
To activate individual payors, select the check box in front of the payor. This can be done for one or multiple payors.
Click Activate. When a confirmation message appears, click OK.
Note: Payors can also be reactivated automatically when an ADT transaction contains a deactivated payor.
Workflows
Adding Payors
Navigate to the Payor Dictionary.
Click Add to create a new payor entry.
Enter the payor name and ADT ID.
Click Save.
Editing Payors
Navigate to the Payor Dictionary.
Modify the necessary fields for the existing payor.
Click Save.
Deactivating Payors
Navigate to the Payor Dictionary.
Select the payors to deactivate.
Click Delete Selected Records.
Confirm the action.
Activating Payors
Navigate to the Payor Dictionary.
Select the payors to activate.
Click Activate.
Confirm the action.