Skilled Nursing Facilities

Contents

Creating Collections Activity Types

Activity types are actions performed to collect an outstanding account in the Collections Module. Activity Types help specify the action taking place to collect the resident's balance. Activity Types are used as a filter when setting up the Activity Report parameters. 

Activity Types can affect the hold status of a resident's account. When placing an account on hold or removing an account from hold, an Activity Type must be selected to define why that action is occurring. 

Activity Types can be associated to an Activity Category to help narrow down the activities you can select when noting an account. Only corporately scoped Activities can be attached to a category. 

Note

You cannot modify or delete system defined activity types.

Warning

After an Activity Type is used on a resident account, it can no longer be deleted.

  1. Do one of the following: 

    • Single facility: Admin > Setup > Collections Setup > Pick Lists > Activity Types.

    • Multi-facility: Management Console > Standards > Financial Management > Collections Setup > Pick Lists > Activity Types.

  • Description - Identifies how the Activity is labeled.

  • Order No. - Identifies the order the items appear in a list. If left blank, items appear in alphabetical order.

  • Select one:

    • Use as Reason to Put account on Hold - When placing an account on hold, this item appears in the list.

    • Use as Reason to remove Account on Hold - When removing an account from hold, this item appears in the list.

    • Does Not Affect Hold Status - Item is used for daily noting and does not appear as a reason to put account on hold or remove account from hold.

  • Scope - Select which facilities can use this Activity Type.