Contract Setup

The Contract Setup function is comprised of various tabs (pages) to optimize the organization of fields and information according to subject (as seen in the following image).

 

The Contract Setup page displays the General, Billing Rates, Billing Collections, and Scheduling Confirmation tabs.

Contract Setup Tabs

 

General

You can use the General tab to view basic Contract Details as well as the Payer’s Address.

 

The Contract Setup page displays the General tab's fields for basic Contract information such as identifiers and the Payer address.

Contract Setup General Tab

 

Billing Rates

You can use the Billing Rates tab to create, review, and search for any Billing Rates associated with a Contract. Use the search filter fields or click the Search button to view existing Billing Rates. To add a new rate, click the Add Contract Rate button.

 

The Billing tab displays search filters and results for billing with discipline, service code, and status information.

Billing Rates Page

 

When the Contract Rate page is displayed, complete the required fields as described in the following table:

 

Field

Description

*Discipline

Select the Discipline attached to the rate (Skilled/Non-Skilled)

*Service Code

Designates the Discipline, Contract, Rate Type and Visit Type (as created in the Reference Table).

*From/To Date

  

Select the effective date range.

*Rate

The dollar amount to bill.

*Billing Units Per Hour

Enter the number of billing units per hour.

 

Specify the duration of a visit in the Min Visit Hours for Daily for it to be considered a Daily visit. Click Save.

 

Billing/Collections

The Billing/Collections tab contains all fields related to invoicing and collections. This page has six sections: Billing and Collections Configurations, Contractual Discount Allowance, Invoice Organization, Prebilling Validations, Duty Sheet Printing Options, and Automated Collection Notes settings.

 

The General Billing and Collections Configuration section displays fields for billing configuration definitions and settings.

Billing/Collections Tab - General Billing and Collections Configuration

 

The Contractual Discount Allowance section displays fields for Payer discount settings, such as percentage and reason.

Contractual Discount Allowance

The Organized Invoices By section displays checkbox fields for invoice filtering organization settings.

Organized Invoices By Section

The Enforce Selected Prebilling Validations and Duty Sheet Printing Options display fields for related configurations.

Enforce Selected Prebilling Validations and Duty Sheet Printing Options

The Automated Collection Notes section displays enablements for automated collection note entries.

Automated Collection Notes

 

Scheduling/Confirmation

The Scheduling/Confirmation tab contains all fields related to scheduling and confirming visits. This page has four sections: Scheduling Configurations, Visit Confirmation Options, Timesheet Options, and Payroll settings (related to confirmation).

 

The Scheduling Configuration section displays configuration fields for authorizations and visit settings.

Scheduling/Confirmation Tab