Financial

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The Financial sub-menu of the Setup menu provides access to all of the functions that are Financial in nature.  These functions include:

 

Function

Global

Description

Agencies

 

Define collection agencies

Billing Messages

Y

Billing messages that may be tied to an account

Charge Card Type

Y

Charge Card Types may be defined.  These are used in Payment Entry.

Facilities

 

Facility in which services may be performed.  These are used in Visits

Facility Types

Y

HCFA (CMS) Facility Type (Hospital, Ambulatory Surgical Center, etc.)

Facility Groups

 

Group of Facilities, often a local hospital network used for reporting

Locations

 

Place of Service within a Facility.  Tied to the HCFA (CMS) Place of Service (Inpatient Hospital, Outpatient Hospital, etc.)

Localities

Y

Medicare Locality for Pricing and Provider IDs

Service Places

Y

HCFA (CMS) Place of Service (Inpatient Hospital, Outpatient Hospital, etc.)

Payment Type

Y

Payment Codes tied to Plans and used to post Payment Distributions.

Adjustment Type

Y

Adjustment Codes tied to Plans and used to post Payment Distributions.

Payment Reason

Y

Reason code entered in Payment Distributions indicating why payment was denied or payment was different than expected.

Payment Exception Type

Y

Groups Payment Reasons into higher level categories such as coverage problems, data problems, etc.