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ROI+ SERVICE BULLETIN 09-01-2017 Patient Pre-Pay Enhancement
PROBLEM:
Some Providers or Service Bureaus either require or strongly encourage patient pre-payment of medical records requests fees. However, the process of marking these pre-payments as “Paid” in ROI+ has not been automated for the user.
DETAILS:
Many Providers or Service Bureaus charge an established flat fee to patients for fulfilling their medical records requests, and they often require or encourage this payment from the patient before the request is processed; in other words, the patient is asked to “pre-pay.” The ROI+ user has been tasked with remembering to mark the request paid on the ROI Requests tab or the Payment tab, either while in the midst of fulfilling the request or at the end of the fulfillment, thereby interrupting the standard workflow. To assist the ROI+ user community, we have automated the process of recording patient pre-payments as “Paid.” This feature is optional and will only be activated in an ROI+ account upon specific request of the Provider or Service Bureau.
NEW SOLUTION:
Changing the Paid Status of patient requests from UnPaid to Paid is now an automated process for those in our ROI+ user community that wish to activate the new enhancement in their account(s).
If a patient has paid for a request in advance, the user will now simply mark the new “Prepaid” checkbox next to Billing Type on the Log New Request screen during the routine logging process. The Paid Status will be changed automatically to Paid, and the invoice will immediately display the “PAID” watermark. The user no longer has to remember to manually mark the request “Paid” as a separate step.
Please note the following items:
You should refresh your internet browser the first time you go to the Log New Request page.
The “Prepaid” checkbox will not be visible until you choose “Patient” as the Request Type.
This new feature is only for patient requests.
If you need to adjust your established patient flat fee on the invoice for any reason, you must still edit the invoice on a case-by-case basis.
Please see the screen shots on the next page:
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