Roll-up Service Definition - Cal-PM

Use this form to create a roll-up service definition.

A roll-up service definition links component services with a roll-up service code, according to roll-up billing criteria set up in this form. When a roll-up service is posted, liability is distributed for component services that meet the criteria of the roll-up service definition.

► Included in roll-up service definition

• The roll-up service.
• Component services.
• Service codes that are part of the roll-up service definition.
• The time period that governs if component services are included in a roll-up.
• Criteria that control how component services are selected for roll-up.
• Criteria that control whether roll-up occurs.
• Criteria that control how to calculate the roll-up service fee.

Use the Compile/Edit/Post/Unpost Roll-Up Services Worklist form to process roll-up service worklists.

Prerequisites:

• A roll-up service code must be created in the Service Codes form. Roll-up service codes can be created specifically for containing roll-up services.
• A client must be set up for liability distribution through the Financial Eligibility form.

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This form allows you to perform the follwing functions:

• Add, Edit, and Delete
• Unit, Duration, and Fee Rules

 

► SQL Table

SYSTEM.rollup_services_def

► Registry Settings

• Allow Roll-Up Rule Selection During Compile
• Carry Self Pay Liability Forward To Roll-Up Service
• Common Location Selection
• Common Modifier Selection
• Common Place Of Service Selection
• Common Practitioner Selection
• Common Program Selection
• Do Not Include Component Modifiers in Roll-Up Service
• Duplicate Services Selection
• Enable Fixed Fee Unit Calculation
• Enable Group Ratio Roll-Ups
• Enable New Quick Billing Format
• Enable Roll-Up By Modifier
• Enable Roll-Up Date Range Definition
• Enable Same Month Overrides
• Enable User Defined Duration Calculation
• Exclude Guarantor Selection
• Guarantor Selection
• Minimum Number Of Distinct Days Specification
• Number Of Component Services Required
• Prevent Roll-Up From Happening If There Is Only One Component Service
• Required Services Selection
• Service Date Specification
• Use Compile Date as Posting Date for Roll-Up Component Services