Skip to main content

Enable Group Ratio Roll-Ups - Registry Setting

Avatar PM > Billing > Roll-Up Billing

'Y' allows group services to be rolled up into service codes identifying the ratio of providers to clients throughout the duration of the group service.

To allow this functionality:

The following fields are added to the Roll-Up Services Definition form:

  • Is This a Group Ratio Definition? - Select whether or not this service definition is eligible for group ratio roll-ups.
  • Group Ratio Roll-Up Services - This grid displays the defined service code mappings for each group size.
    • Number of People - Enter the number of people in the group.
    • Service Code - Search for and select the service code to be used during service creation when the group contains the entered Number of People.

EXAMPLE: If mappings exist for "6" people using service code "8001" and "9" people using service code "9001", then from 9:00 - 9:30 when nine people are in the group (recorded in Start/End Time(s) in Progress Notes), service '9001' will be created. From 9:30 - 10:00, when six people are in the group, service '8001' will be created.

The Include in Group Ratio Roll-Ups field is added to the Guarantors/Payors form. The compile will only include clients that have a guarantor with this field set to Yes in their financial eligibility.

The Group Ratio Roll-Up Daily Reconciliation Report is added.

For this functionality to work the Multiple Start and End Times to Document Sessions registry setting must also be enabled.

 Selecting 'Y' will result in the Allow Multiple Roll-Ups and Update Roll-Up Charges On Charge Entry/Delete registry settings to be automatically set to 'N'.