Step 1: Access Payor
- Within your “Payors” tab on the menu bar, click on the name of the payor you would like to add services and rates to.
Step 2: Add New Service
- You’ll be brought to the “Services & Rates” tab by default
- In the top right corner of your screen, select the “Add New” button. The “Add Payor Service” pop-up window will appear
Step 3: Complete Service Information
- At a minimum, please add the following fields:
- Service Code: The abbreviation of the service you’d like to add (i.e Personal Care = PC)
- Bill Rate: The amount you bill for performing this service
- Units: The unit of measure on how your bill rate calculates (per hour, per 15 minutes, etc.)
- Round Units: The rounding rule that applies to visit clock in and clock out (round to the closest 15 minutes, closest hour, etc.
- Effective Date: The date that the service rate applies to. We highly recommend making the effective date immediately or backdated. Applying a start date in the future will block users from scheduling for visits prior to this effective date +
- Additional fields may be required for EVV submission, verify what information will submitted and enter in this area
Step 4: Save Service and Repeat
- Once complete, select “Save”
- Repeat these steps for each service under each payor