How do I set up Staff Action Plan Billing Rules

To set up Billing Rules for Staff Action Plan actions you must first create the Billing RuleSet and then associate that RuleSet with a Program.

Create the Bill RuleSet

• Navigate to Configuration Reference Libraries
• Click on Billing RuleSets under the Care & Staff Action Plans section

The Billing RuleSet page will open.

• Click New RuleSet
• Enter a name for the RuleSet
• Enter the General Settings
  • Billing Interval
  • Billing Units
  • Billing Service Selection
  • Rollup Interval
• Enter any Comments
• Click Apply (to save your progress and activate the Services section)
• Click on the '+' in the Services section to add a rule (to remove a rule, select it and click on the '-' button)
• Choose a Service from the selector window, and click Save

• Click the Service ID

A Window will open.

• Edit the Service by entering the Cost Center/Billing Code (these are set up in the Finance Billing Schedule(s)), designate if the service is Billable, indicate if you want it designated as a Communication and/or Family Service, select the Service Category-Sub Category, enter any desired description, and optionally choose an Alias and select the associated organizations, by clicking on the '+' and selecting the entries from the dropdown list.

• Click Save to save your entries.

• Click the Edit icon to enter your rules
  A window will open.

• Enter one or more Billing Rules

  • Click the '+' sign and select one or more billing rules from the selector window
  • Click Save

• Click the Edit button again

• Enter the values associated with the rules, if needed

• Add any additional rules you may want to add, or remove those not needed (select them and click on the '-' button)

• Click Save

Your Billing RuleSet has now been created. (Add more Billing RuleSets to create a library of rulesets.)

Associate the Billing RuleSet to a Program

• Open your desired program
• Go into Edit Mode
• Navigate to the Program Operations tab
• In the Operations Settings panel, select the Default Billing RuleSet from the dropdown list of Billing RuleSets*

The Default Billing RuleSet selection only displays if billing is configured in the Configuration Options:

• Save your program changes.

The Billing RuleSet will display in the Program list when the Default BillingRuleSet optional column is displayed: