6.07.4: Billing By Client - Hourly Reporting
------ insert the FFS billing screen for hourly reporting --
The above screen appears after Services/Bills is selected from the menu bar then Fee For Services, By Client and Add/Change/Delete are selected from the drop down lists.
This screen may be used for billing services from all the providers who have served a particular identified individual. Bills for services are to be entered only after the services have been delivered. The system will not allow entry of pre-dated billings.
Billing by Client Screen: Hourly Reporting
The prerequisites required before a bill can be reported for services received by an individual: For ALL programs: (1) the individual must exist in the client case file and (2) the provider information screen(s) must be completed for each provider serving the individual. For residential programs, the Client Financial Information must be completed. For Bogard Specialized Services programs, the individual must also be entered into the OBRA PC Reporting System.
This screen is for programs which are billed on an hourly basis. The next two screens show what the same screen will look like for programs billed on an event basis or a per diem basis. The screen's appearance will change between hourly, event, and per diem depending on the Program Code entered.
Before entering billing information, the operator must enter the Client ID field, Service Date in MMYYYY format, Program (program code and suffix such as 75Y), Service Provider ID, and I/G 'individual or group', RATE LVL 'rate level', or RES LOC 'resident location' if applicable. If the roster option is desired, the field for Roster must also be filled in. If the Roster option was selected from the menu, the first Service Provider ID on that roster appears on the screen and is filled into the Payee Provider ID also; however, if one of the special case therapy codes is used the payee provider ID will have to be keyed in. When Program entered is program code 31C, 31S, 31U, 36G, 36U, 38U, 39G or 39U, the Unit field will appear on the screen to allow for entry. The Unit field should be entered to ensure that the billing hours being reported are added to the correct corresponding grant funded unit/program code for the Service Variance Report calculations. Enter required information and click on PROCESS.
The remaining lines of the screen will be available for billing entry. To enter billing information, tab to the day of service and enter total hours and minutes for that day. Following the days on the screen is the OPT field where up to 10 characters of optional data may be entered. Then click on PROCESS.
If the transaction has an error(s), a message explaining the reason for the error condition will be displayed. Make the necessary correction(s) then click on PROCESS again.
If Roster Reporting is used and NEXT is pressed, the Provider ID will advance to the next provider on the Roster.
If Duplicate Billing Information is pressed, billing data from the previous entry will be displayed for the subsequent entry. Enter/change any pertinent fields and click PROCESS.
