General Tab for Admin Contract Setup

(Required) The name of the Contract

Select Active to assign the Contract Patients; or Inactive to retire the Contract (filed in the system for archive purposes).

Create Contract Types via the Reference Table Management function for organization purposes.

Select the Offices to associate the Contract with; i.e., which Office(s) can schedule visits under this Contract.

Select the date the Contract becomes Active and may be used to schedule visits.

Select the date the Contract becomes Inactive and can no longer be used.

(Required) Select the Sources of Admission for Patients referred to the Agency via this Contract. This information is used by the Department of Health for statistical reporting.

Enter the contact information for a Contract Representative.

Enter the Contract’s National Provider Identifier number. This number is automatically applied to paper invoices and e-claims for Patient services authorized by the Contract.

Enter the Provider ID in this field to allow the system to automatically populate that field on the HCFA 1500 form when generating invoices in that format.

Enter the Contract’s Tax ID number; automatically applied to paper invoices and e-claims for Patient services authorized by the Contract.

Select if visits for this Contract require a wage parity rate. Run a Wage Parity report during the Payroll process to identify visits where a higher pay rate is required to meet Wage Parity guidelines.

Select if the Contract is a Visiting Nurse Service (VNS) Health Contract. VNS Health Contracts require additional configuration steps. Contact the HHAeXchange Support Team for details and setup.

Select if visits scheduled under this Contract must fulfill specific Medicaid validations before billing.

Select if this Contract is Private Pay.

Select for visits to require Authorization. Visits for Patients assigned to this Contract must have a matching authorization on file.

(Required) Define the Plan of Care (POC) compliance for all visits scheduled under the Contract, as follows:

• Select Contract Compliance to require five tasks for each visit with a minimum of one Personal Care task.

• Select Personal Care Compliance to require one Personal Care task for each visit.

• Select No Compliance if no tasks are required for the visit; only compliance Start and End Time.

• Select Patient POC Compliance for the system to validate that all duties included in the Patient's POC have been performed.

Select for the system to apply matching Authorization toward TT/OT values (if visit is marked as a Missed Visit with values added in the TT/OT field).

If not selected, then the system does not apply Authorization hours for Missed Visits with Travel Time.

Select to permit the system to perform Master Week rollovers even if the visits generated by the process are not Authorized.