Skilled Nursing Facilities

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Canadian Rate Transition Quick Reference

This Quick Reference Guide provides a high level overview of the steps required to complete the new Canadian Rate Enhancement configuration.

Caution

Complete the steps in the order provided!

Step	Action
1.	Enable New Rates Configuration Enabling new rates must be completed by a PointClickCare employee. Management Console > Standards > Financial Management	AR Configuration has a new field: Use Enhanced Billing as of. New setup items appear at Management Console (Standards tab) and Facility level under Setup .
2.	Room Rate Type Categories Do one of the following: Single facility > Admin > Setup Multi-facility > Management Console > Standards	To rename the default rate type, click Edit. Select your most common room. example: basic. To add Categories, click New.
3.	Room Rate Types Do one of the following: Single facility > Admin > Setup Multi-facility >Standards > Setup	To add Room Rate Types, click New. Complete the configuration by clicking Edit to assign the Category if necessary.
4.	Room Listing Single facility > Admin > Setup	Update Default Rate as needed for each room.
5.	Room Rate Type Relationships Do one of the following: Single facility > Admin > Setup Multi-facility > Management Console > Standards	Optional mapping of room rates to room types controls the rates available in census entries based on room type.
6.	Payers Do one of the following: Single facility > Admin > Setup Multi-facility > Management Console > Standards	Edit each Active Payer to configure the new fields as needed: Bill in Advance, Stop Billing Day, Payer Coverage, Allow Custom Rates.
7.	Schedules Do one of the following: Single facility > Admin > Setup Multi-facility > Management Console > Standards	Schedules are used in configuration of the rates. Click New to create schedules.
8.	Schedule/Status by Payer Do one of the following: Single facility > Admin > Setup Multi-facility > Management Console > Standards	To associate the status code in census entries for each Payer, complete mapping to assign status codes to appropriate schedules.
9.	Rate Templates Do one of the following: Single facility > Admin > Setup Multi-facility > Management Console > Standards	Configure optional rate templates for use in rate schedules. These help with the completion of the rate schedules.
10.	Payer Rules Do one of the following: Single facility > Admin > Setup > Payer rules & rate schedules. Multi-facility > Management Console > Standards>	Payer rules are used as part of the census entries. Configure Payer rules for each of the payers to be used as defaults in census entries.
11.	Creating Ancillary Rules Do one of the following: Single facility > Admin > Setup > Payer Rules & Rate Schedules > edit ancillary rules Multi-facility > Management Console > Standards > Payer Rules > edit ancillary rules	This is optional. If you have secondary Payers that cover ancillary charges consider configuring ancillary rules for those charges. In Ancillary Rules, you define ancillary billing and contractual requirements specific to each Payer.
12.	Payer Rules & Rate Schedules Single facility > Admin > Setup.	Configure rate schedules & mapping for all schedules and their associated room rates.
13.	Creating Care Level Templates Do one of the following: Single facility> Admin > Setup > Rates Configuration > Care Level Templates Multi facility > Standards > Care Level Templates	Configure care level templates to provide further rate options & levels.
14.	AR Configuration Single facility > Admin > Setup Use Enhanced Billing date Enhanced Billing Transition link	Update the date to be future dated and for the first day of the month. Consider when you anticipate completion of all configuration steps. Click Enhanced Billing transition link when you complete all the steps above.