Once you have created a Payor and updated Billing Settings, the next step is to create Services and Payor Rates. If you need assistance creating the Payor or Updating Billing Services visit the article How To Add Payors.
Step 1: Access Payor
- Within your “Payors” tab, click on the name of the payor you’d 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 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 areas maybe required based on your payor and submission type. Verify with you aggregator on what fields are required.
- Once complete, select “Save”
- Repeat these steps for each service under each payor