Our new Donations Management window allows you to collect donations from business partners that are set as Donors in Business Partner window.
This process will simplify the collection of donations and separate it from the current advances reception in Collections and Assignments, letting you to create separate processes, documents and accounting and manage donors information more easily.
See how this process works:
Part 1. Collect Donations, Create Policy and Assign Donation to Patient
First, go to Donation Management window.
Click on New Record to enter a new collection.
Now set all of the document information: Document number, Bank Account, Donor (Business Partner), Document Date, Price List (enabled after selecting Donor), Accounting Date, Donation Expiration Date, Collection Method (Here, we added Donation Letter and will appear as default) and Amount of Collection. You can also attach donation documents (before processing as completed) and add description.
In order to attach a document, first you must process this document to save it (set is as drafted).
Select Document action and select Completed. Then click on gear icon to complete this document. To create the policy you must enter again this record and click on Create Policy - Apollo. This will generate the policy that must be assigned to the patient.
Until now, every benefit and diagnostics will be included, in order to include only some diagnostics and benefits, click on Benefit Coverages - Apollo and Diagnostics - Apollo and add as many as you may need to exclude the others.
Now, to assign this donation to any patient, go to Financial Assignments to Patients and perform a patient search.
Select Financial Donors tab and click on Add icon (+).
Enter Donor name and select a policy from the Document No. list. Set the amount to allocate (Amount) and Save.
Now, on Financial Donors tab click Save again to complete this process.
Part 2. Bill and Perform Payments
Now you have assigned a policy to this patient and Cirrus will cover patient charges with the allocated amounts. See our example were we have performed consultation and laboratory charges to our patient.
Create patient charges, if they're approved then this policy will cover them.
Go to Multibilling window, perform a patient search and enter the patient encounter.
If these charges are covered, they will be sent to the Donor extension. If patient has any insurance company assigned you can create more extensions and exchange their payer.
Click process gear to create the Remission for the donor extension.
Important :
After this step, Cirrus will automatically perform the payments and subtract the charges from the allocated amounts. There is no need to perform additional payments.
To generate the invoice, go to Consolidated Invoice, where users can complete the invoice generation with sales receipts from multiple patients that were covered by the same business partner. By doing this, instead of creating individual invoices covered by one single donor, users can generate one single consolidated invoice for the donor who covered the charges for all of these patients.
Click New Record to create a new consolidated invoice document.
In Customer, search for this donor and select the date range for the patient remissions. Then, click Search.
After completing the search, you will see all of the sales receipts that were covered during this date range, select all of those you are going to include in this invoice and Confirm.
Now, in Details section check the sales receipts that were confirmed and save this document.
To complete this document, click gear icon to process and select Billing Date. Save.
The generated invoice for this donor will be automatically downloaded.
Settings Needed
In order to appear as Donor, any business partner must have first the Is Donor checkbox selected on Business Partner window.
In order to invoice charges for donors, their business partner group must have the Is Insurance check selected in Business Partner Group window :
And in Business Partner, this donor must have both of these settings configured :
Invoice to Insurance Company. To address the invoice to this donor.
It requires consolidated invoice. To invoice from Invoice Consolidated window.
Updates :
Select Donor Price List
June 19, 2023.
Now, when creating a new Donation record, you must select a Donor's Price List. This will enable the selected price list and will link its prices to the created policy.
To do so, first you must select the Donor. Cirrus will load all of its related Price Lists, select it from the list :
If this donor does not have any related price lists then users with authorization will be required to first configure price lists for this donor (in this example our donor belongs to a Company Group set as Customer only so it will only load the Customer tab for selecting price lists.
After selecting the price list(s), save changes.
We hope this improves your Cirrus experience. Remember to share this information and ask for help if you need it.
Date: June 12, 2023.