Skilled Nursing Facilities

Creating Rate Type Categories

RATE TYPE CATEGORIES may be useful to you if you can break down your physical room/beds and plan to associate a specific (accommodation) amount to those room types. Used in In conjunction with Census Budgeting, these Rate Type Categories allow you to break down your total defined rooms for expected capacity & budgeting purposes. The Status Summary & Occupancy reports are 2 reports which reflect actual use vs the Capacity & budgeted information. definitons. e.g.Using "Census Budgeting", they allow your facility to show that of "100 beds", 50 are Private, 35 are Semi and 15 are Basic, and related Occupancy.

  1. While in the ADMIN module, depending on your Security access, you may or may not see & select SETUP from the menu items. If you do not see it listed as an option, you do not have Security access to perform Set Up functions. See your Security Administrator.

  2. When you select SETUP, the set up options of the ADMIN module appear.

  3. Under the Billing Setup section, select RATE TYPE CATEGORIES from that listing, to create "New" Item Types, or edit existing ones.

  4. You may want to create individual Private, Semi & Basic definitions to match your physical room types of the same, OR you may simply want to have a single "LTC" category for example, to hold a total of your capacity. Regardless of your selection, these Rate Type Categories will then be available to you IF you provide Category & Budget data under Census Budgeting.

  • Rate Type Categories are used in conjunction with Census Budgeting and impact the information displayed on the Status Summary & Occupancy reports.

  • You must have a security role with appropriate rights to see "Set Up" on the menu. If you don't see Set Up you don't have access to it. See your local Security Administrator. The delivered Admin Setup role provides this access.