Facility will Default to Active Facility Selected in Scheduler

When manually entering charges from the New Charges tab, the Facility will now default to the Active Facility. (Facility selected in Scheduler Workspace when the visit is created by user)  

Facility Information for Manual Charge Entry

Manually posting visits in previous versions of SOAPware PM required clicking on More Info and adding the Owner and Facility for each visit. The Facility will now automatically populate with the Active Facility selected in the Scheduler. For single facility users, the work flow should not change. If visits or charges are created for facilities outside the main facility (physical address indicated in Manage Groups), those facilities will still have to be selected in Providers tab->Service Facility.

1. Select Active Facility in Scheduler.

2. New Charges->More Info button is not alerting user that information is missing.

3. Claim Details->Facility is automatically populated with Active Facility.

 

 

Entry for Multiple Facility Billing

Manually posting visits in previous versions of SOAPware PM required clicking on More Info and adding the Owner and Facility for each visit. The Facility will now automatically populate with the Active Facility selected in the Scheduler by user when creating the visit.  

If visits/charges are created for facilities outside the main facility (physical address indicated in Manage Groups), those facilities will still have to be selected in Providers tab->Service Facility, as in previous versions.

1. Select Active Facility in Scheduler. If creating visits for a facility other than the Active Facility, this can be overridden when creating the visit.

2. To override Active Facility, click More Info

3. Click Providers tab and select the Service Facility from the drop down list.

Note: If lab fees are included in the visit, and a clinic CLIA number is required by payers, click on the Misc Details tab and select the facility in the Lab section