Skilled Nursing Facilities

Contents

Billing Preparation

You can cross-check some AR reports before generating statements as part of the billing process. This confirms the accuracy of your Census data.

There are several Accounts Receivable reports to be reviewed and cross-checked first, to ensure you are on the correct track. 

  1. Run and print the Census, Status Summary and Action Summary reports.

  2. On the CENSUS report, confirm every resident has a Rate Type Code in the 3rd column, wherever a location is specified. (The absence of a Rate Type Code here means it isn't on the resident Census line in their profile, and could not are used to create a proper Rate History line, if necessary). It will also impact the numbers reported on the Status Summary & Occupancy reports. Correct on the resident Census line in their profile, if missing, and re-run the reports.

  3. On the Census report, note the total billable days and number of residents (expected) on the last day of the month.

  4. On the Census report, note (highlight) every incident where the Status changes within the month (i.e. mid-month Admission, Internal Transfer, Discharge, Transfer Out, Transfer In and so on).

  5. On the Status Summary report, there should be no not specified references. If there are, it means you missed an issue at Step #2 above on the Census report where the Rate Type Code was not supplied. These days are not counted in the Total Billable Days at the bottom of this report. If any exist as not specified, identify who they are on the Census report, correct on the resident Census line in their profile and re-run the reports.

  6. The Total billable days on the Status Summary report must agree to the Total Billable days on the Census report.

  7. The number of residents (expected) on the last day of the month must also agree on the Status Summary and the Census reports.

  8. On the Action Summary report, every listed action must align to all the Status changes you identified above on the Census report. If they don't, it likely means the Related Action field on their resident Census line has not been completed with the correct description as required. Identify the residents and complete their Related Action Census line fields, then re-run the reports.

  • The Total Billable Days must agree on the Census and Status Summary reports.

  • Every identified change in Status on the Census report must be identified on the Action Summary report.