Patient Visit Tabs
For UPR Linked Contracts, Billing information is limited or unavailable to edit on the Bill Info tab to prevent Providers from changing any information that may result in a rejected claim. For example, the Adj. Hours, Banked Hours, TT/OT Hours, and Bill Rate fields are locked in the Primary Bill To section. The Secondary Bill To section is completely unavailable for UPR Linked Contracts.
Payers may allow a Provider to edit the billing rate, based on configuration. In these cases, the Bill rate field can be adjusted.
Custom Fields are Payer and/or State required; configured by HHAeXchange System Administration. These fields are only visible if the Payer and/or State requires capturing information. Contact HHAeXchange Support Team if any questions.
Custom fields may be added to the Visit Info tab for Skilled and Non-Skilled visits to capture Payer and/or State information (based on the Patient’s Primary Address). If applicable to a Patient, custom fields appear in Green text to differentiate from a standard field.
Some custom fields may become required depending on the Payer or State mandate. When applied, these fields are visible in both the Provider and Payer environments; read-only in the Payer environment.
All Contracts Internal and UPR Linked appear on the Primary bill to field and can be selected when scheduling a visit on the Schedule tab.
All UPR Linked Contracts are identified by a 3-character Office suffix.
The same applies when scheduling a Master Week. Providers can select Contracts both Internal and UPR Linked from the Bill To field interchangeably from one Patient Profile.
All UPR Linked Contracts are identified by a 3-character Office suffix.
The system uses the New Reason and Action Taken fields when a visit is marked as Missed or edits are applied to a confirmed visit, as defined by the Payer for all Linked Contracts. Typically, these fields are managed by Providers for Internal Contracts via the Reference Table Management function. For UPR Linked Contracts, the values for these fields depend on the contract selected in the Primary bill to field in the Schedule tab.
On the Visit Info tab, when a visit is marked as Missed or has been edited for any Linked Contract, the New Reason and Action Taken field values are derived from the associated Payer.
If there are no New Reason and/or Action Taken values defined by the Payer for a Missed Visit, then the application pulls the values from the Provider reference tables.
On the Visit Info tab, some fields such as TT/OT are unavailable if the contract selected for the visit is a UPR Linked Contract. This does not apply to internal contracts.