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Sliding Fee Scale

 

In myInsight, set up a sliding fee scale for a client.

A sliding fee scale adjusts the amount to charge a client for services according to their income and number of dependents.

  • Once defined, the sliding fee scale can be associated with a benefit plan on the form.
  • A client’s financial information for sliding fee scale calculation is entered on the form.

Details

On the Sliding Fee Eligibility form you have two options for entering the client's income source.

  • Enter the income source one by one in the sub form, which saves the information to the Income History table.

OR

  • Select the income override and hard code the dollar amount.

Individual entry

  1. Navigate to Client > Client Information > Personal Information > Sliding Fee Eligibility.
  2. Click Select Client and choose the client.
  3. Select the Use Detailed Income Sources check box.
  4. In the Enter Income Information grid, select the income source and enter the amount.

Income override

  1. Navigate to Client > Client Information > Personal Information > Sliding Fee Eligibility.
  2. Click Select Client and choose the client.
  3. Select the Use Detailed Income Sources check box.
  4. Under Gross Monthly Income, select the Use Detailed Income Sources check box.
  5. In the Family Income Override text box, enter the dollar amount.

Designate sliding fee scale at Patient Level

  1. Navigate to Client > Client Information > Personal Information > Benefit Assignments.
  2. Select or add Self Pay 
  3. On the Claim Deduction Information tab, select Use Public Health Sliding Fee Scales.

Exempt Service or Rate from being a discounted Sliding Fee Scale

  1. Navigate to Finance Setup > Payer/Contract Setup > Self Pay Setup > Plan - Rates Setup > Plan Setup Information.
  2. Select the plan.
  3. In the Billing Rates/Revenue section, select the Exempt from Sliding Fee Scale check box.
  4. Click Update.
  5. Click Save. 

 

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