Skilled Nursing Facilities

ContentsContents

Validating Resident Setup Quick Reference Guide

This quick reference guide provides the steps required to validate resident set up is complete.

Step	Action	Application View
1.	Validating Resident Detail Run the Resident List Report New. To include key information, in the Fields to Display section, select: primary physician. Birth Date. Gender. All Identifiers. External Facilities: Pharmacy and Laboratory.
2.	Validating Resident Contacts Run the Resident Contacts report for all residents and select: Print Phone Numbers. Print Email Address. Review all residents and ensure: 1 or more contacts appear for each resident. Contact address, phone and email are complete. Each resident has a contact with Contact Type matching the Send Bill to Contact Type selected in A/R Configuration. For example, Responsible Party. Identify contacts having no contact type assigned. Using your keyboard controls, search for no contact. If the search result is 0/0, all contacts have a contact type assigned.
3.	Validating Census Run the Detailed Census report for your go-live month and include all payers. Review and ensure: The total number of residents on the first day matches your actual census. Review summaries by: payer days, care levels, status, unit, and rate type and ensure the number of residents is accurate. Run the Action Summary report for your entire facility for your go-live month and include all action codes and payers. Ensure the number of residents with Actual Admission (AA) matches the number of residents on the Detailed Census Report.
4.	Validating Payer Setup Run the Payer Setup Information report and select all Payers. Ensure: Each resident has a payer setup and the payer sequence is accurate. The billing information for each resident and payer is accurate.
5.	Validating Rates Run the Resident Rates report for all residents and payers and select Standard and Custom Rates. Using your keyboard controls, search for No Rate Found. Add the rate for each resident identified. Review standard and reimbursement rates for each resident.
6.	Validating Recurring Charges Run the Recurring Transactions report and group the charges by item code. To ensure all recurring charges are included and charged to the appropriate resident, compare the report to your source documentation.
7.	Validating Bill Groups If you use Bill Groups to manage statement mailing, run the Bill Groups report for all billing groups. Compare the report to the Daily Census report for the go-live date and ensure all residents are assigned to a bill group.