General Tab for Admin Contract Setup

The General tab is used to capture basic Contract Details as well as the Payer’s Address. Refer to the table for field name and descriptions. Required fields are marked with a red asterisk.

Field	Description
Active	Select Active to assign the Contract Patients; or Inactive to retire the Contract, filed in the system for archive purposes.
Contact Person	Enter the contact information for a Contract Representative.
Contract Name*	(Required) The Name of the Contract
Contract Type	Create Contract Types on the Reference Table Management function for organization purposes.
Effective Date	Select the date the Contract becomes Active and may be used to schedule visits.
Expiration Date	Select the date the Contract becomes Inactive and can no longer be used.
ICD Code Requirement	Select the ICD Code set required by the Contract and effective date (required).
Medicaid Contract	Select if visits scheduled under this Contract must fulfill specific Medicaid validations before billing.
NPI No.	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.
Office(s)	Select the Offices to associate the Contract with; i.e., which Office(s) can schedule visits under this Contract.
Private Pay Contract	Select if this Contract is Private Pay.
Provider ID (33b)	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.
Source of Admission*	(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.
Tax ID No.	Enter the Contract’s Tax ID number; automatically applied to paper invoices and e-claims for Patient services authorized by the Contract.
VNS Health Contract	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.
Wage Parity	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.

Enter the Address information in the Address section of the page. Note that the Zip field is required to save the page.

Under the New Contract Fields section, complete the fields as described in the following table.

Field

Description

Allow Master Week Rollover without Valid Authorization

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

Apply Authorizations toward TT/OT on Missed Visit

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).

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

Authorization Required

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

Count Refused Duties Toward Compliance Totals

Select this checkbox for Refused duties to be counted for the selected Required Compliance.

POC Compliance*

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

Select	To…
Contract Compliance	Require five tasks for each visit with a minimum of one Personal Care task.
No Compliance	Required no tasks for the visit; only compliant Start and End Time.
Patient POC Compliance	The system validates that all duties included in the Patient’s POC have been performed.
Personal Care Compliance	Require one Personal Care task for each visit.