Integrated Billing: Guarantor Behavior in HL7 Batch Transmissions

HL7 files include guarantor information for integrated billing batch transactions. This article covers the workflow's instructions and best practices to ensure correct documentation for integrated billing users who also use CollaborateMD.

Settings and Setup

Before you can add guarantor information to the information that will be pushed to an HL7 file, you must make sure that the correct settings and patient/client contacts are enabled and present.

Required Permissions: Super Admins

To begin, click on your initials and then click Settings.
Then click the Patients tab. This tab is the default settings tab, and because the name can be customized, it may have a different name in your instance.

Then scroll down to the Patient Contacts section and make sure that guarantor options such as Self, Parent, Spouse, etc., are present. If other options are needed, click Add Item.
Type in the desired option and be sure to click Update to save your changes. If you are adding more than one contact type, be sure to either click Update between each one or add multiple blank lines at once, then type in the desired options for each field and update.

Patient/Client Contacts

Once everything is enabled and set up, you're ready to add the patient contact information.

Navigate to the desired patient's facesheet, click Edit Patient/Contact, then scroll down to the Contacts section.
Click Add client/patient contact if needed.
Fill out the contact's first name and last name.
Select Guarantor from the Relationship drop-down.
Notice that the Contact Type field now says Guarantor Relationship to Patient. Click on the Guarantor Relationship field and select the correct relationship from the drop-down.
Make sure that other required fields (indicated with an asterisk) in the section are filled out. You can add more guarantor contacts as needed.
Next, perform the normal integrated billing steps to send integrated billing reports.