Skilled Nursing Facilities

Creating Rate Templates 

Create Rate Templates to automatically populate room type and reimbursement rates in Payer Rate Schedules. Rate Templates are not mandatory, however, PointClickCare recommends using them to save time configuring and maintaining rate schedules. After setup, Rate Templates are available in Payer Rules and Rate Schedules to set Standard and Reimbursement rates. You can create as many Rate Templates as needed. Use the same Rate Templates for all Payers sharing the same rates in all facilities across your organization. When rates change, enter the new rates one time in the rate template and the rates are updated for all Payers associated to the template.

  1.  Do one of the following: 

    • Single Facility: Admin > Setup > Rate Templates.

    • Multi-Facility: Management Console > Standards > Financial Management > Rate Templates.

  2. To create a Rate Template, click New.

    1. Type the Description. 

    2. Select the Scope.

    3. Select Care Level Template.

  3. To use Rate Template rates in facilities, create a new rate line in Payer Rules and Rate Schedules for all payers using the Rate Template.

    1. In the Rate Template date range, review the rates ensuring they are correct.

    2. In the date range, click accept and confirm the action. At facilities a new rate line is created in Payer Rules and Rate Schedules for all payers using the Rate Template.

  4. To update rates for a new period, add a new date range to an existing Rate Template.

    1. Click new date range.

  5. To update some rates in a rate template containing many rates, save time by copying rates from an existing date range.

    1. Create a new date range with the rate effective date.

    2. In the new date range, click copy rates.

      1. Copy Rates from - Select a rate template.

      2. Date Range - Select option.

    3. In the new date range, click edit rates and type rates as required.

    5. Review Rates ensuring accuracy.

    6. In the new date range, click accept.

  • To access options for existing date ranges, click closed_cross.gif.

  • You can delete a date range or a Rate Template if not used in facility Payer Rules and Rate Schedules.