Some of our customers have informed us that adjusters are surprised when they see healthcare facility requests to send payment to patients on submitted invoices. In turn, our customers are surprised that invoices appear with such a request on HCAI.
This issue started to appear after the HCAI June 2015 update. The cause is the “facility is the payee” checkmark is manually unchecked before the invoice is submitted to HCAI. By default, the checkmark is selected. However, the user completing OCF-21 removes the checkmark before sending it to HCAI.
This checkmark corresponds to the HCAI’s “Is the payee the health care facility?” option.
Since the June 2015 update, HCAI has implemented stricter rules to payee information in connection with their grand changes in FSCO licensing.
To avoid this issue, leave the option “facility is the payee” checked. In addition, make sure the contents of the “Cheque payable to” field in Universal Office match those specified on HCAI in the Facility Management tab. Follow instructions provided in the Update Cheque Payable To knowledgebase article on our Online Help Centre for more details.
Once you have this configured correctly, you can rest assured cheques will be sent to you and not to your patient. Every time you create an invoice, Universal Office will accurately autocomplete the “Cheque payable to” field and pre-select the “Check if facility is a payee” checkbox on OCF-21 by default.