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
- Navigate to Client > Client Information > Personal Information > Sliding Fee Eligibility.
- Click Select Client and choose the client.
- Select the Use Detailed Income Sources check box.
- In the Enter Income Information grid, select the income source and enter the amount.
Income override
- Navigate to Client > Client Information > Personal Information > Sliding Fee Eligibility.
- Click Select Client and choose the client.
- Select the Use Detailed Income Sources check box.
- Under Gross Monthly Income, select the Use Detailed Income Sources check box.
- In the Family Income Override text box, enter the dollar amount.
Designate sliding fee scale at Patient Level
- Navigate to Client > Client Information > Personal Information > Benefit Assignments.
- Select or add Self Pay
- On the Claim Deduction Information tab, select Use Public Health Sliding Fee Scales.
Exempt Service or Rate from being a discounted Sliding Fee Scale
- Navigate to Finance Setup > Payer/Contract Setup > Self Pay Setup > Plan - Rates Setup > Plan Setup Information.
- Select the plan.
- In the Billing Rates/Revenue section, select the Exempt from Sliding Fee Scale check box.
- Click Update.
- Click Save.
