Skilled Nursing Facilities

Contents

Before starting the Billing (Am I ready to Bill?)

Complete several tasks before starting the Billing process. i.e. "Am I ready to do the Billing?"

Billing is the purpose of the Accounts Receivable module. Billing refers to the creation of the monthly invoices for the residents, which reflects all accommodation charges, miscellaneous charges for services, and payments received since the last Billing. BILLING can be done at any time of the month - although it is generally done in the final week of the calendar month. The BILLING selection is accessed on the Admin module. When selected, it presents the main Billing screen which is comprised of several sections impacting the Billing process.

Billing for accommodation can be performed "in arrears" (for the current calendar month period) or more commonly, "in advance" (charging for accommodation for the calendar month to come).

  1. All your Admissions, Discharges and Transfers must be current. If you are not the one doing the ADT updates, confirm ADT updates are complete with the individual who is responsible for ADT changes. A window at the bottom of the Billing screen provides you information for residents who have had any changes to their ADTs within the last 72 hours. Use this information to confirm that their recent Census changes include ALL the AR components you need for Billing them correctly. (i.e. is a Rate Code in place, is the Rate History created, is a Billing Contact defined, is a Stop Billing required and so on)

  2. All Ancillary & Cash Receipt batches must be entered & Posted, if they are to be included on the invoices about to be produced.

  • If you use Recurring Transaction Entries, now is the time to Post any Advance Ancillary Recurring batch that may be present.

  • Review the ADT (last 72 hours) section on a regular basis throughout the month, not just before Billing.

  • All subsequent steps of the Billing process are detailed separately under Canadian Billing.