Batch Charge Setup (Methadone Weekly or Monthly Billing)
Batch Charge Set-up is used to create a rule definition if weekly or monthly charges are required. The rules can be associated with specific medications, programs, service codes, etc.
There are three sections within this form that must be completed. These sections will allow you to setup admission and services as well as a weekly service code. This setup only needs to be completed after go-live if you are adding additional MAT programs.
Prerequisites:
- Depending on the rule definition, the set-up of programs, medications, and/or service codes will be needed.
Batch charge setup
- Enter weekly service code in the Attendance Based Service to Create field
- Choose the medications for which this service code should be generated
- Specify if the charge should be based around clinic visits. Selecting No indicates charges will be generated each week regardless of whether or not the client comes into the clinic for a visit.
Program Setup
- Choose the program/s this rule applies to
- Specify that it is a weekly charge
- Specify that it falls under the Attendance Based Charging that was setup under Batch Charge Setup
Batch Charge Defaults
- Determine if the charge should be assigned to all active clients (within the program selected in the previous section) or to all clients with active medication orders.
- Select either yes or no to indicate whether the compiled charges should be generated in closed or open status. [What does this mean?]
- Choose the day on which the Batch Charge will run.
Compile Client Medication Charges
Each week, the charges specified in the Batch Charge Setup will need to be compiled.
- Go to the form: Compile Client Medication Charges.
- Select Create in the top left corner of the form.
- Specify that the weekly charges need to be generated.
The compile date will correlate with the Batch Charge Day specified during setup. If a Monday was chosen, then the date in the Compile Date field will need to be a Monday. The charges cannot be compiled on the current date, so if Monday was chosen as the Batch Charge Day, then ‘last Monday’ is the date that will be entered into the Compile Date field.
Setup Client Medication Charge
This form will supersede the Batch Charge Setup on a client-by-client basis. If a separate charge is needed for guest dosing clients, this option can be used. This will need to be done upon admission and will allow for a daily charge to be generated instead of the weekly charge.
- Specify which charge type is needed – daily for guest dosing
- Select No to make sure that this daily charge is not generated in addition to the weekly charge setup within Batch Charge Setup.
- Define your start date and end date. It is recommended to enter the expiration date if the guest dosing client is going to be dosing at the clinic for a set date range.
- Enter the service code to be generated.
If the client is admitted to the clinic (no longer guest dosing), the expiration date will need to be entered here so they are included in the weekly charges setup under Batch Charge Setup moving forward.