Skilled Nursing Facilities

Contents

Adding and Removing Facilities from an EFT Bank Configuration

You can add or remove a facility for specified EFT Bank Configurations. Removing a facility from a Bank Configuration deactivates the Bank Configuration for the facility.

  1. Do one of the following: 

    • Single facility: Admin > Setup > EFT Configuration. Single facilities need to clear EFT Facility to deactivate the Bank Configuration.

    • Multi-facility: EMC > Standards > EFT Configuration.

  2. Verify you are on the EFT Bank Configuration Link. It is bold.

  3. Click the action icon next to a Bank Configuration and click Facility Selection.

  4. To add a facility to the Bank Configuration, select the correct facility.

  5. To remove/deactivate a facility from the Bank Configuration, clear the facility name.

  • You can add more than 1 facility to a Bank Configuration.

  • Facilities can only be assigned one Bank Configuration, but an organization can have several EFT Bank Configurations defined.

  • Inactive profiles, those with no facility association, appear in red.

  • Adding a facility to a bank configuration is only available if:

    • the default private payer is set up for the facility.

    • the GL account selected on the bank configuration is activated for the facility.

    • the facility is not associated to another bank configuration.

  • Removing a facility from a bank configuration is only available if:

    • no open batches exist for the facility.

  • If a facility is removed from the profile, the override information is also removed.

  • The Security module allows system administrators of a facility to create users and give them appropriate levels of access by assigning pre-set roles or customized roles. The Security options allow the system administrators to limit user access to modules and functionality, simplify the task of tracking user access levels, and create customized roles.