Senior Living Communities

Editing a Resident's Service Package 

 You can edit a Service Package for a resident. 

If you use POC to track overages, the Service Package Points charge and Use Charge code for POC overage calculation are independent of one another. If you change Units in the Service Package Points charge, Units in the POC section does not automatically update. To ensure residents' overage charges are accurate, we recommend you update POC units to match the Units in the Service Package Charge.

  1. Billing > Resident > Service Package. 

  2. Select Edit from the list for the Service Package that needs editing.

  3. To customize the charge amount for the Service Level Price or Points Service Package, enter the amount in Price. 

  4. To change the number of units for a Points Service Package, enter the number in Units.

  5. Use the Add New Service to add services to the specified service level.

  6. Select or clear Use Charge Code. If the service is not billable, clear the option.

  7. If the service is Billable, complete the following fields:

    • Enter the Units that are allowed for this service level.

    • Select the Charge Code or Description by typing the code/description or using the magnifying glass icon lookup.gif to select the appropriate charge code/description.

    • Select the Frequency.

  8. If the service is Non-Billable, complete following fields:

    • Enter the Units that are allowed for this service level.

    • Select the Description by typing the description or using the list to select the appropriate pick list description.

    • Select the Frequency.

  9. Add New Service to add more services for this service level.

  10. After completing one Service Package, you can continue to the next if applicable for the resident and follow the same steps until all the Service Packages are complete.

  11. Select Add New Service in the Additional Services section to add any additional services that the resident requires, that are not part of a Service Package.

    • Enter the Units for the additional service.

    • Select the Charge Code or Description by typing the code/description or using the lookup.gif icon to select the appropriate charge code/description.

    • Select the Frequency.

    • Type the Weekly Price or Monthly Price.

  12. Save when you are finished editing services.

  • Use the icon to view details of service package categories and additional services on Resident Service Package tab.

  • Expand the service package area to view the details of the services for that service level.

  • Service level or Points Service Packages with a custom rate are not updated when applying rates for a new rate effective date.

  • The units field allows for up to five digits to be enter for the units of service or product.