Missing or Unable to Select Billing Categories on Care Plan
Things to check if there are missing or unable to Select Billing Categories when creating a Care Plan
- In this scenario we used a different Service, Funding Source and Billing Category.
- This basic troubleshooting guide is also applicable to Billing Categories that are commonly "missing", but just need to verify the setup before actually adding them to the Care Plan Items (Recurring Services).
Service Template
- Distance Traveled with Client
- Callout Fee
- Sleepover
Active by Default? checkbox - if enabled, it will automatically tick and select the checkbox of the Billing Category after selecting the Service on a Care Plan or Adhoc booking
Line Items - make sure below are selected by clicking ADD LINE ITEM button.
- Visit Duration - associated with Primary Billing Category, rate of the service. This is always required.
- Distance Traveled With Client - associated with Distance Traveled With Client billing category.
- Callout Distance - associated with Call-out Fee billing category.
- Sleepover - associated with Sleepover billing category.
Funding Source Templates
Look for the Funding Source template you are planning to add to the Client.
Make sure that required fields are populated - fields with asterisk* indicates mandatory fields
- Enable Restrict Services and Restrict Billing Categories checkboxes to be able select Services and Billing Categories applicable to the Funding Source.
Services and Billing Categories Default Values
Keep the checkbox ticked from Services and Billing Categories Restriction to be able to copy selected values here.Once you have selected the applicable Services and Billing Categories for the Funding Source, click on Copy Restriction Values on both Services and Billing Categories. It would copy what you have selected from the restriction section.
Once Services and Billing Categories Restriction and Services and Billing Categories Default Values have now the same values, remove the check on the checkbox. And this will also disable Copy Restriction Values button.
Save the Funding Source
Client Funding
Funding Sources > Select or Create New Funding Item - Make sure the details are complete:
Start Date
End Date - leave this blank to apply the funding continuously to the Client
Services dropdown - Just like in Funding Source setup, make sure that the applicable Service is also ticked here.
-Make sure that the Service that has been set up appears here.
-Select the Service that was set up.
Billing Categories dropdown - Just like in Funding Source setup, make sure that the applicable Billing Category is also ticked here.
- Make sure that the Billing Categories that has been set up appears here.
- Select the Billing Categories that were set up
Sample Care Plan
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