Skilled Nursing Facilities

Contents

Managing Collections Template Configuration

Creating templates allows an organization or payer the required flexibility to have different collection periods. Templates help simplify the collections process by linking groups of users to payers and supplying users with tools such as collection letters that they need to collect.

Groups are assigned to templates to determine the aging buckets and who is collecting the respective bucket. A Collections threshold is set to determine which balances appear in the collections listing.

Note

Set up collection letters and groups before setting up template configuration for easiest workflow.

Warning

  • If additional buckets are added in Aging Setup after template configuration is complete, you must edit all templates and update the selecting groups that will be collecting for the respective buckets fields.

  • All payers must be removed from a collections template before the template can be deleted. Payers must be assigned to another template or an unspecified collections account generates for the resident.

Create a Template Configuration

  1. Do one of the following: 

    • Single facility: Admin > Setup > Template Configuration.

    • Multi-facility: Management Console > Standards > Financial Management > Template Configuration.

  2. Click New Template.

Associate Payers

  1. Do one of the following:

    • Single facility: Admin > Setup > Template Configuration.

    • Multi-facility: Management Console > Standards > Financial Management > Template Configuration.

  2. Click payers.

  3. Select payers to associate to the Template Configuration.

Associate Collection Letters

  1. Do one of the following:

    • Single facility: Admin > Setup > Template Configuration

    • Multi-facility: Management Console > Standards > Financial Management > Template Configuration.

  2. Click letters.

  3. Select Add Letter to attach letters to Template Configuration. Collection letters are attached in the order they are generated in the collections process.

  4. Click cancel.

  • Name - Type a name for the Template.

  • Description - Type a description for the Template.

  • Collections threshold amount - Type in an amount a collection account must be before pulling into the collections module. Accounts with balances below this amount will not be reflected in the collection account listing. Threshold amount must be set to $0.00 for credits to appear in the collections module.

  • Template type - Defines which payer types are available to be attached to this template.

  • Generate Combined Account for all Payers - Select when you want all payers assigned to this collection template to appear in 1 collections account for the resident.

  • Generate 1 Account for each Payer - Select when you want a separate collections account for each payer assigned to this collections template for the resident.

  • Collect Accounts From - Defines who the collection account is due from. This contact is used when generating collection letters.

  • Selecting groups that will be collecting for the respective buckets - A group must be chosen for each aging bucket. Entering the group allows the users assigned in groups setup, access to those resident collections accounts. Do Not Include allows you to decide when you want to start collecting. After a Group is assigned to a bucket, all subsequent buckets must have a group assigned or collection accounts do not generate and an error occurs.