Ops Portal Patient/Client Status Definitions

Table of Contents

Account and payment status' can be found when searching for payment plans on the applications dashboard with the columns 'Status' and Pmt Status'.

Or, more detailed status' and Lifecycle Stages (where they are in the application journey) can be located in the patient account details screens.

Account Status

Status	Definition	Notes
PG#1	Typically signifies an error when application is processed
PG#2	Typically signifies an error when application is processed
PreFlight	The initial treatment data has been received but the applicant has not proceeded to underwriting on the Easy Application.
APR	Approved - The patient application has been approved and we are awaiting signed finance documents.
CAN	Cancelled - The account has been canceled before the payment plan was activated
CIF	Credit Inquiry Failed signifies we were unable to pull a credit file	This is a legacy status and seldom used
DOC	Documents Received - The application information has been collected but the down payment has declined.
CONF	Confirmed - The finance documents have been signed and received by HFD. The account is activated
CRW	Credit Review - The account needs manual review by the Provider Support team	This is a legacy process and seldom used
DCN	Declined - The patient did not meet the application requirements, has an open bankruptcy, or there was a problem pulling their credit report.
EXP	Expired - An application was completed but no action was taken. Applications are good for 90 days from submission.
PND	Pending - The payment plan activation is pending due to manual account review	This is a legacy process and seldom used
UCRW	Under Credit Review - The account needs manual review by the Provider Support team	This is a legacy process and seldom used

Payment Status

Status	Definition	Notes
Active	Active - The patients payment plan has been set up and they are actively paying on their account.
BNK	Bankruptcy - A bankruptcy filing notification has been received. The payment plan has been placed on hold pending the outcome.
CAN	Cancelled - The payment plan was canceled after activation.
DCAN	Down Payment Cancelled - Down Payment assistance program cancelled.	Legacy process allowing patients to split the down payment into up to three installments before treatment. This status is inactive.
DDEL	Down Payment Delinquent - The Down Payment assistance program payment is delinquent.	Legacy process allowing patients to split the down payment into up to three installments before treatment. This status is inactive.
DEC	Deceased - HFD has received notification that the patient has passed away. If there is no co-applicant the payment plan will be written off.
DEL	Delinquent - At least 2 payments have been missed on the patients account. 61-90 Days.
DPIF	Down Payment Paid In Full - The Down Payment assistance program payment is paid in full. Patient can receive treatment.	Legacy process allowing patients to split the down payment into up to three installments before treatment. This status is inactive.
DPMT	Down Payment Active - The Down Payment assistance program payment active. The patient can recieve treatment once payments are complete.	Legacy process allowing patients to split the down payment into up to three installments before treatment. This status is inactive.
LATE	Late - At least 1 payment has been missed on the patients account. 30-60 Days.
PCOL	Pending Collections - At least 3 payments have been missed on the patients account. The patient is now at risk of being transferred to collections. 91+ Days.
PIF	Paid In Full - The patient has completed their payment plan.
TCOL	Transferred to Collections - The patient has met the minimum days since last payment and has been transferred to the providers preferred collection agency. Ledger has been written off.
TPROV	Transferred to Provider - The account has either been transferred at the providers request or has met the minimum days since last payment and has been transferred back to the providers office for outside collections. Ledger has been written off.

Status Detail

Status Details are only available based specific Payment Status.

Associated Payment Status	Associated Detail Status
ACT	ARGM - A payment arrangement has been made on the account. A hold is typically associated. CHBK - A chargeback has been initiated with the customers bank on one or more payments. DISP - The customer is disputing their account balance. Either balance or service. LAW - A lawsuit has been filed. Payment processing is typically on hold. PCAN - Account is pending cancellation. Payment processing is typically on hold. RTNS - HFD Setup Fee returned (Legacy, not in use)
BNK	BAN - Bankruptcy with assets BNA - Bankruptcy has been discharged. If their is no co applicant, the ledger is written off. BNN - Bankruptcy no assets
CAN	CAN1 - A full cancellation of the account is processed. All funds returned to the customer. CAN2 - Partial refund. Only a portion of the account balanced is returned. CAN3 - Balance adjusted to 0. No refund is issued. CAN4 - Additional refund is requested after initial cancellation was processed. CAN5 - Cancellation complete. CANM - Cancelled due to medical reason resulting in patient being unable to begin or complete treatment. CHBK - A chargeback has been initiated with the customers bank on one or more payments. DISP - The customer is disputing their account balance. Either balance or service. PCAN - Account is pending cancellation. Ledger write-off is in process.
LATE, DEL, PCOL, TCOL, TPROV	ARGM - A payment arrangement has been made on the account. A hold is typically associated. ATCN - Attempting to make contact with the applicant and/or co-applicant. CHBK - A chargeback has been initiated with the customers bank on one or more payments. DISP - The customer is disputing their account balance. Either balance or service. LAW - A lawsuit has been filed. Payment processing is typically on hold. NRE - No response to contact efforts PCAN - Account is pending cancellation. Ledger write-off is in process.
PIF	SIF - A settlement has been reached on the account for less than the full balance.

Lifecycle Stage

Lifecycle Stage	Definition
Pre-Qual	Applicant has been pre-qualified, but has not yet moved forward with an application.
Application	Applicant has selected their offer but has not completed their payment plan setup.
Pre-Qualified	Applicant has submitted pre-qualification and is eligible to move forward in the application process.
Not Pre-Qualified	Applicant has not been pre-qualified and no offers exist for this applicant.
Payment Plan	Applicant has completed their payment plan setup and billing will begin.