Go to the Compile/Edit/Post/Unpost Roll-Up Services Worklist form.
For the From Date field, enter the start date for the weekly roll-up process. Ideally, you would run the roll-ups one week at a time. This is where you would enter the first day of your roll-up week.
NOTE: When you run the compile for your take-home drug codes, you might want to leave this field blank or enter a date that’s at least 4 weeks back to allow the system to check to see if you have the prerequisite in-clinic weekly drug bundle. Please see the detailed example on page 6 for an explanation.
In the Through Date field, enter the end date for the weekly roll-up process. Ideally, you would run the roll-ups one week at a time. This is where you would enter the last day of your roll-up week. You might want to have a buffer to allow your providers to enter their charges in the system (ex: if there are individual or group therapy services) before you compile your roll-ups.
Select the applicable Roll-Up Definitions for which you want to run the roll-up. If you have multiple roll-ups that include a non-drug week, you will need to run the roll-ups for the drug week before you run the roll-up for the non-drug week. For example, if your agency intends on billing G2067, G2074, and G2078, you should run G2067 first. Then, you can run the other two.
Click on Compile Worklist.
If there are applicable services, the Compile Complete pop-up box will appear.
Navigate to Post Roll-Up Services Worklist.
Select the applicable roll-up from the Through Date drop-down menu.
Select the appropriate Write Off Posting Code from the drop-down menu.
