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How Do I Change the Payer Source for Patient?

Follow this step-by-step guide to update an EOC payer source while ensuring accurate records and a smooth process.

Melanie Conlon avatar
Written by Melanie Conlon
Updated over 7 months ago

Prerequisite: Prepare a list of residents with payer changes and their effective dates to stay organized for the steps ahead.

Part 1

  1. Close the Current EOC on the last day with the previous payer. (Do NOT submit a Discharge yet):
    ​    Close the EOC without submitting a discharge. This ensures flexibility for step 6.

  2. Set Up a New EOC:
    ​    Open a new EOC with the updated payer source. Ensure the Start Date is the reflects the first covered day under the new payer.

  3. Submit a New Evaluation:
    ​    Complete an evaluation under the new EOC.

  4. Submit Documents to Be Moved:

    • Use the Move Doc for Payer Change Template to organize the documents that need to be moved by our technical support team.

    • The DOR should submit a master document per facility to their Clinical Success Representative.

*Wait for confirmation that the documents have been moved before proceeding.*

Part 2

  1. Temporarily Close the New EOC:
    ​    Close the new EOC to finalize the old one.

  2. Reopen the Old Payer EOC and Complete a Discharge:
    ​    Reopen the old EOC, complete the discharge, and close it.

  3. Reopen the New EOC:
    ​    Reopen the new EOC to continue with the updated payer source.

  4. Resubmit Daily SOAP Notes:
    ​    Resubmit and sign moved SOAP notes to ensure accurate minutes in the planner.

Need Help?

Our support team is always here to assist if you have questions or need guidance! Click the purple circle at the bottom left of your RESTORE-Insights screen to chat.

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