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Required Services Selection - Registry Setting

Avatar PM > Billing > Roll-Up Billing

'Y' enables the following fields on the Roll-Up Services Definition form:

  • Is The Presence Of Specific Services Required For The Roll-Up To Occur?
    Select whether specific service categories should be required for the roll-up. If Yes, 
    • Select 'No' if no other service code categories need to be present for the roll-up to occur.
    • Select 'Yes - Require Only One Other Service Code Category' if at least one of the specified other service code categories needs to be present for the roll-up to occur.
    • Select 'Yes - Require All Other Service Code Categories' if all of the specified other service code categories need to be present for the roll-up to occur.
    • Select 'Yes - Require All Other Service Code Categories On Unique Dates' if all of the specified other service code categories need to be present on unique dates for the roll-up to occur.
  • Service(s) With One Of The Following Other Service Code Categories Required For The Roll-Up To Occur
    Select the additional service categories to meet the requirements of the previous field. The values that populate in this field are dictated by dictionary values assigned to the 'Other Service Category' field in the 'Service Codes' form.
  • Minimum Number Of Required Service Units Necessary For The Roll-Up To Occur
    ​Enter the minimum units per service category
  • Minimum Number Of Service Units Rendered In The Time Frame Identified For All Required Service Units
    Enter the minimum number of units per time frame.
  • Time Frame For The Required Service(s) For The Roll-Up To Occur
  • Date To Use To Verify Time Frame For Days/Months Selections
    Select whether to use the Compile Through Date or the Service Date. If no value is selected, the system will use the 'Compile Through Date' option.

These fields specify services (associated with the Other Service Code Category field) that must be rendered for a client in order for roll-up to occur.

'N' disables these fields.