Skilled Nursing Facilities

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Editing Tax Letter Templates

You can edit a Tax letter template at any time. After your template is used, you can edit and update any fields except for the file you uploaded to the template. If the file is incorrect and needs to be changed, delete the template and recreate selecting the correct file.

  1. Do one of the following: 

    • Navigate to EMC > Standards > Financial Management > Letters > Tax Letter Templates.

    • Single Facilities Navigate to Admin > Setup > Tax Letter Templates

  2. Click edit next to the Letter template to be edited.

  3. Update any of the following fields:

    • Name of the Letter Template.

    • Select another Word document when you created the letter from your computer.

    • Description for the Letter Template.

    • Payer or Payer Type.

    • Select the Payer(s) or Payer Type(s) to be associated to this Letter Template.

    • Adjustments to Exclude: Select the adjustment codes to exclude from your tax letter calculations. Multiple can be selected. 

    • Summarize Options: Select the appropriate summarize options for your Tax Letter template.

      • Summarize by charge code - summary of charges are organized by charge code.

      • Summarize by charge code category - summary of charges are organized by charge code category.

      • Summarize by all ancillary charges - summary of charges are organized by all ancillary charges.