How do I set up Staff Action Plan Billing Rules

  • Updated on Oct 15, 2023
  • Published on Oct 15, 2023
  • 1 minute(s) read
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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

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The Billing RuleSet page will open.

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  • 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

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  • 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.

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  • 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.)

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IMPORTANT:

Be Sure to Set Your Billing RuleSet to 'Active' or you will not be able to select or use it.

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*

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The Default Billing RuleSet selection only displays if billing is configured in the Configuration Options:
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  • Save your program changes.

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

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