Clients with Patient Liability are responsible for paying the provider directly for a portion of the cost of waiver services each month. The amount of this liability must be entered for each client on the Client Information screen (Basic Information section):
For billing, clients with Patient Liability will not be included in the standard invoice flat file. A separate invoice flat file is used for all Patient Liability clients. To create this separate invoice flat file, follow these steps:
- Set the date span. Always set the start date to the first of the month.
- Select the client. Each invoice is "per client".
- Set the Patient Liability checkbox.
- All previously "locked" billing in the current month must be included in the calculation for the new invoice, so the previously billed data will need to be unlocked.
- When unlocking data, remember the previous invoice dates, as they can be set back to their original dates on the reconciliation screen with the "Set Invoice Date" button.
- Click 'Create Billing'.
- Click the 'Create Invoice' button.
- Go back to the reconciliation screen and re-lock the billing that had already been billed.
- Set the Invoice Dates of the previously invoiced records.
- You will have to re-import any reports that reconcile paid data.
Billing Totals
The three 'Billing Total' fields are calculated using the logic:
Total Setup Billing
All billing data including the Patient Liability.
Total Billed
All billing data less the Patient Liability.
Total to be Billed
All unlocked billing data. This may not match exactly with the actual invoice flat file if the Patient Liability has not yet been met for the month.