Good Faith Estimate (GFE)

This article explains how to customize and send the Good Faith Estimate (GFE) assessment to clients.

Steps to Manage and Share the Good Faith Estimate (GFE)

Step 1: Make sure the GFE is added under My Forms:

1. Navigate to Forms & Documents > System Forms.
2. Under Screening & Assessment, look for Good Faith Estimate (No Surprises Act). Click +Add

Step 2: Customize Your Form

Fill in your information such as Organization, Address, and NPI Number:

1. Go to Forms & Documents > My Forms. Select the Good Faith Estimate (No Surprises Act).  
2. Click the '...' menu for the Paragraph element that contains the placeholders for your organization. Click Edit.  Enter your information > Save.

Next, add your services:

1. On Forms & Documents > My Forms, select the Good Faith Estimate (No Surprises Act).
2. Then, remove any services by clicking the "..." menu and selecting Remove. You can edit any of the services by clicking Edit in the same dropdown. Similarly, you can remove any unneeded sections by clicking the "..." menu and Remove.

To add numerical values and financial details:

Below the services, you will find the Question sections for the Quantity, Cost per unit, and Expected Cost:

1. Select the "..." menu on the Question from element, then click Edit.
2. In the pop-up menu, under the Type of Element, select Field Group and under the Description, enter the quantity or cost, then Save.

Repeat these steps for each question that requires a number or cost.

Step 3: How to Send a Client-Specific Form:

Create a separate template for forms you want to customize:

1. Go to Forms & Documents > My Forms then click +Add under Screening and Assessment
2. In the drop down, select the Good Faith Estimate (No Surprises Act). Under the name, you can create an indicator to distinguish the custom form such as: Good Faith Estimate (No Surprises Act)-Custom

Edit the client's financial estimates:

1. Go to the [Client's Chart] > Assessments > Click New... > Select Good Faith Estimate (No Surprises Act) from the dropdown.
2. Under Who will be completing this assessment? Select Practitioner > Start
3. Enter the client's name, DOB, and DOS, along with the client specific financial estimates and any additional information required. Then, click Sign & Complete.

After customizing, click on the Good Faith Estimate under the Assessments tab and click the "..." menu, then Share. The client will receive an email to complete the form.