1.Inventory information needed (for example, insurance eligibility, copayment and deductible status, diagnosis and care to be rendered, charge for service to be rendered).

2.Identify sources of this information.

3.Transform disparate information into estimate of patient's financial obligation.

4.Communicate the information to patient in a manner that helps the patient understand the estimate and the ways to meet their responsibility.

5.Come to an understanding with the patient about how he or she will pay or otherwise resolve the financial obligation.  Some examples are paying before or at point-of-service, establishing a payment plan, or applying for Medicaid coverage or financial assistance.


Publication Date: Sunday, June 01, 2003