How can I let the daily billing rules review and determine the proper Staff Action Billable Service

Letting the Daily Billing Rules review and determine the proper Staff Action Billable Service

The following are the steps needed for setting up the Daily Biling Rules so the system can review and determine the proper billable service:

• In the Configuration Reference Libraries 'Billing RuleSets' (in the Care & Staff Action Plans panel), make sure there is a billing rule set for 'daily billing' and some services assigned with those rules
• Make sure there is a program with a Billing RuleSet assigned and a few clients assigned (the Billing RuleSet is setup in the Operations Settings panel of the Program Operations tab, while in the Program Edit mode)
• Create some Staff Action plans with daily actions and supports for one or more of those clients in the program (this is done in the Staff Action - Work Queue)
• Complete some of those daily actions on the Staff Action - Work Queue so that there are completed supports and data in the data log (the completed supports and data can be viewed in the Staff Action - Data Log)

The following is the process flow explaining how the Daily Billing Rules process works:

• Go to the Staff Action - Billing Opportunities page
• Select a ruleset tab that has daily billing
• Choose one or more rows on the page by checking the checkbox to the left of the row
• Click the Bulk Action button and select Auto-Calculate Billable Service from the drop down list of bulk actions

The Auto-Calculate Billable Service window will display:

• View the Billable Service suggestions

• Click 'Apply Changes' to apply the suggested changes to the billing opportunity

• Optionally select a row on the page and click 'Notify Program Directors' to send them an email such as informing them the Billing Rules are suggesting something different than what staff entered for the billable service, so they should review it.

• Based on the data in the row and based on the rules, the daily billing rules may suggest a different billable service than the one initially selected.