Organizations – Settings – Financial tab

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Path: Administration>Configuration>Organizations>Basic>Settings

Use the Financial tab to define the following financial setting:


Use PPS Refinement Rules	Select to use the PPS refinement rules and specify the start date for the new calculations rule. Note: By default, the check box is selected with the default date of 01-01-2008. Any changes to this setting will affect all Business Units in the organization.
Use Hospice Payment Reform for Accounting	Select to use two-tiered billing and Service Intensity Add-on logic for accrual accounting. There is no restriction on the Effective Date. However, if the date is set for a closed period, accrual adjustments will be generated upon recalculation. It is recommended to turn this functionality on after the last closed accrual accounting period. For example, if your last closed accrual accounting period was October, 2017, set the effective date to November 1, 2017.
Display the last <#> (Active) years of Effective Dates	Set the number of active effective date years of billing rates. This will be the default setting for all Business Units in the organization. This filter is also available at the Billing Rates and Insurance Plan Rates levels, but can only be saved at the Organization level.

Use PPS Refinement Rules

Select to use the PPS refinement rules and specify the start date for the new calculations rule.

Note: By default, the check box is selected with the default date of 01-01-2008.

Any changes to this setting will affect all Business Units in the organization.

Use Hospice Payment Reform for Accounting

Select to use two-tiered billing and Service Intensity Add-on logic for accrual accounting. There is no restriction on the Effective Date. However, if the date is set for a closed period, accrual adjustments will be generated upon recalculation. It is recommended to turn this functionality on after the last closed accrual accounting period. For example, if your last closed accrual accounting period was October, 2017, set the effective date to November 1, 2017.

Display the last <#> (Active) years of Effective Dates

Set the number of active effective date years of billing rates. This will be the default setting for all Business Units in the organization. This filter is also available at the Billing Rates and Insurance Plan Rates levels, but can only be saved at the Organization level.

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