Skilled Nursing Facilities

On the scheduled date, the EFT batches for all residents on a timing schedule are created.

Parent batches are created per distinct bank configuration and timing profile and child batches are created per facility using those configurations.

If a facility is not assigned to a bank configuration, a batch is not created for this facility.

When the batch is created, it is assigned a system generated unique batch number. This batch number cannot be edited.

Transactions are created in each child batch for EFT residents under the facility using the bank configuration and timing profile tied to the parent batch. These are created as resident cash transactions.

If the bank configuration specifies that the batch is to be auto-posted, then all child batches with no generation errors are set to a posted status. This triggers only for batches created automatically.

If all child batches are automatically set to a posted status, with no generation errors, the parent batch also automatically sets to a posted status.

If the bank configuration specifies that the batch is to be auto-exported, then all child batches, with no generation errors, are set to an exported status. This triggers only for batches created automatically.

If all child batches are automatically set to an exported status, with no generation errors, the parent batch also automatically sets to an exported status.