Skilled Nursing Facilities

Creating AR Groups

You can access the AR GROUPS area and create selections which may be useful to your needs.

It may be beneficial to you to recognize groups of residents, based on a common definition. For example, during the printing of invoices, you might want to print only those invoices that are to be hand delivered in the facility. This could be accomplished by creating a "Do Not Mail" AR group (and subsequently a "Mail" group for the remainder).

If working with PointClickCare Trust, it may be advantageous to create a group of residents who always pay their accommodation out of their Trust accounts (i.e. Pay From Trust" group).

These simple (group) definitions, allow you later to add the group name to the individual resident profiles, thus creating a group with a membership of specific residents.

  1. While in the Admin module, depending on depending on your Security access, you may or may not see & select SETUP from the menu items. If you do not see it listed as an option, you do not have Security access to perform Set Up functions. See your Security Administrator.

  2. When you select SETUP, the set up options of the ADMIN module appear.

  3. Under the Billing Setup section, select AR GROUPS, to create New groups, or edit existing ones (by clicking their name). An AR Group may have a message attached that prints on the invoice monthly, if that's an appropriate requirement.

  • An AR Group may have a message defined that prints on the monthly invoice, if that's an appropriate requirement.

  • The existence of an AR Group definition doesn't mean it has to be used.

  • You must have a security role with appropriate rights to see Set Up on the menu. If you don't see Set Up you don't have access to it. See your local Security Administrator. The delivered Admin Setup role provides this access.