Skilled Nursing Facilities

Completing the AR Configuration

You can access the AR Configuration area within Setup and edit those fields required for your facility. This particular screen is a mixed collection of settings.

The "AR CONFIGURATION" screen contains various settings or selections used or referenced when working in the AR module. Complete these basic AR settings as your first step when deciding to use PCC Accounts Receivable.

  1. While in the ADMIN module, depending on your Security access, you can 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. Under the Billing Set Up area, the first selection is A/R Configuration.

  3. Select A/R CONFIGURATION, and complete the fields. Some of the key fields follow:

    • Send Bill to Type - Who is going to receive the invoice. i.e. identify the Contact TYPE = Billing Contact.

    • Average Days per Month - Normally the Ministry "30.416" factor which is used by the system to calculate your DAILY accommodation $s when the monthly rate is defined. Without a factor, the system will use the number of days in the calendar month for any partial month, when any other per diem is unspecified.

    • Use EFT Export No - Select to enter the next Electronic Funds Transfer (EFT) export number. This helps EFT numbers stay in sequence. If your bank does not allow more than 4 numbers, use restart after 9999 to reset numbering.

    • Stop EFT when resident is: - Select to exclude a discharged and/or deceased resident from an EFT batch.

    • Census or Rate revision months - Control the historic window in which you can Edit Census or Rate History lines. After this time there will be no option to select Edit next to either.

    • NSF/Refund Account -Identify which account is to be the default for NSF or Refund transactions.

    • Subsidy Payer (Ontario) = MOH Subsidy or your site's description.

    • Combine all Room Charges for like Effective Dates - This will combine all similar charges using the same Effective Date to reduce details on the invoice.

    • Type of Statement  - Defaults to use the PointClickCare Generic (plain) invoice. The Enhanced invoice selection, allows an invoice to include a header logo, and other detailing on the invoice.

    • Show Payment Due Date on Statement - After selected, select from Default Payment Due Date or day of the month.