Skilled Nursing Facilities

Overview of Billing Setup

You can access the BILLING SET UP area and edit all the sections required to establish a facility to use PointClickCare Accounts Receivable.

The PointClickCare AR (Billing) module can be initiated at any time - before or after the Clinical module is established, for example. It requires certain AR components to be defined. These are individually detailed under the BILLING SETUP processes. Complete these set up steps well before any actual Billings are started.

  1. While in the ADMIN module, depending on depending on your Security access, you may or may not see and 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. The second section is the BILLING SETUP. This contains numerous areas which need to be addressed before the AR module can be fully used.

  4. You must address the separate sections from top down (AR Configuration > Rate Schedules), completing the contained fields for each.

  • If you are implementing with PointClickCare guidance, much this configuration work is already completed for you, based on decisions from your AR Discovery Call.

  • In this area, you are creating the Rate Codes, accounts, Payers, and expense items.

  • 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.