Senior Living Communities

Contents

Reviewing Billing and Care Services Setup for Service Plans

Some sections of Billing and Care Services Setup must be reviewed as part of Service Plan setup to confirm the accuracy of the settings and maximize the functionality of the module.

Billing Setup

  • General Configuration - Confirm Enable Resident Photos is selected if you want to use photos for Service Plans.

  • Pick Lists: Departments - Confirm Allow to Care Plan is selected for the appropriate Care Services departments.

  • Department/Position - Confirm all Care Services positions are assigned to appropriate departments.

Care Services Setup

  • Scoping - Review/amend the scoping of the following areas. It is recommended to scope items corporately to reduce duplication and workload, and to ensure consistency in documentation across your organization.

    • Service Plan Library

    • Standard Shifts

    • Standard Documentation Frequencies

  • Managing MPI Clinical Documentation (Historical Records) - Review/amend the settings for this module.

  • Progress Note Configuration - Confirm setting for this module's Default PN Type. 

  • Standard Dashboard Layouts - Confirm the applicable dashboard items are selected for the appropriate positions.