Occurrence Services Payment Rate
Services are generated based on a system generated occurrence (not an event), but of something Netsmart has designated to allow for the creation of a bill. This Rates setup area is designed for a Netsmart system defined occurrence. These are typically payment allowances made to foster homes for a child's birthday, Christmas gift, and clothing expenses.
Create an Occurrence Based Payment Rate
- Go to: Finance Setup > Payment Rates (A/P) > Occurrence > History.
- In the toolbar, click New > Payment Rate - Incident Based.
- Complete the following fields:
- Description - Enter the name of the rate. In many cases, rates are changed every year. Consider using description like FY17 Rates (FY - Fiscal Year).
- Associated Plans - Choose all plan/contracts under the selected payer where this rate will be used. This area allows you to share a rate. For example, you may send bills to multiple counties, and most counties pay you the same amounts. Add the plan/contracts here instead of creating the rate many times.
- Effective Date - Enter the start date of the plan.
- End Date (Included) - Enter the date when the rate ends. Included means the date entered is last date the rate is effective.
- Rate Method - Only the rate methods available for the rate type (manual, placement, occurrence, vacant bed) are available. Note: These are defined by Netsmart.
- Occurrence - Select the type of occurrence, such as birthday. Note: These items are defined by Netsmart.
- Month - Select a month only if this occurrence is based on month. For example, use this rate at beginning of the year - January.
- Pay to the last Vendor in Period - When you select this check box, when a client is moved from one facility to another in a period, the invoice should be created to the last facility that was active at the end of the period.
- Rates - Here, you can add as many lines in the details as necessary, but the variables cannot overlap to determine the rate. Note: The system validates that you do not attempt to save logic with overlap, meaning more than one line can be found for a single service provided.
- From Age (Incl) - Required. Enter the age of the client at the time of the service. Enter 0 if N/A.
- To Age (Not Incl) - Required. Enter the age of the client at the time of the service. Enter 99 if N/A.
- Min Time - If applicable, enter the minimum amount of time/duration on a service the client needs in order to use the listed rate.
- Max Time - If applicable, enter the maximum amount of time/duration on a service the client needs in order to use the listed rate.
- Payment Amount - Enter the amount of the payment to be made to the vendor.
- Procedure Code - Select the code that describes the service being provided. The code is used as a way of translating Agency services to Funder specific codes.
- DOC Additional Rate - The amount in addition to the defined rate based upon how many DOC points are entered on a client's program modifier.