Senior Living Communities

Creating and Editing Service Package Categories

This screen contains configuration settings for various financial features. Use service package categories to define service packages for Points or Service Levels billing. After creating a service level type category, you can add service levels such as Gold, Silver and Bronze. You can add services to each level such as daily medication assistance or dressing assistance. At Management Console, for service levels billing, you can set up standard service packages including service levels and services. Then, simultaneously activate the service packages in multiple communities.

Note

You must create service package charge codes before creating service package categories.

For more information, see Setting up Service Package Management Quick Reference Guide.

  1. Do one of the following: 

    • Single Community: Billing > Setup > Service Package Categories

    • Multi-community: Management Console > Standards > Financial Management > Service Package Categories

To add a service level to the service package

  1. Click add new service level.

  3. To add services to the service level, click add new service.

To activate the service package in multiple Communities

  1. Click facilities.

  2. Select Set Activation Dates.

  3. Select communities.

  4. Click Update All.

To activate the service package in communities on different dates

  1. Select the community.

  2. Select Set Activation Dates.

New Service Package Category:

  • Name - Type the information. Use this to identify a Service Package Category for a particular community. For example, Oak Hill Service Package.

  • Scope - Select option.

  • Category Type - Select option to define the service package billing type: 

    • Service Levels - select to bill services grouped by levels.

    • Points - select to bill one service based on units or time provided.

  • Charge Code/Desc - Appears if you select Category Type, Points. Select the charge code to bill.

New Service Level:

  • Name - type the level name. For example, Silver Package.

  • Charge Code/Desc - Select the charge code to bill.

  • Order - Type the information.

Add New Service:

  • Use Charge Code - Allows the service to be billed. If the service is not billable, clear this option.

  • Units - type the number of units allowed for the service level.

  • Charge Code or Description - Select the charge code to bill.

  • Frequency - Select to bill weekly or monthly.

  • After creating a Points Service Package Category, you can change setup. If you change the Category Type from Points to Service Levels, a message appears. Confirm to change the Category Type. If you change the Category Type to Service Levels, charge code is cleared from the category.  After you activate a Points Service Package Category, you can change only the Category Name.

  • Change the Default Service Level Price by editing the associated Charge/Adjustment Code. For more information, see Managing Charge Adjustment Codes.

  • After creating a service level and the associated services, you can change details of the Service level. If the Service Level is activated, you can edit only the services. If the Service Level is not activated, you can edit:

    • Name

    • Charge Code/Description

    • Order

    • Services

  • You can not activate Service Packages in communities with Service Package Category status issues. Status describes the reason the Service Category cannot be activated for a community. Hover over the Status to read details on changes required.

  • You can delete a Service Package Category if it is not activated. At the community, you can delete an Activated Service Package Category if no rate lines exist. You can delete the rate lines, making the Category inactive.