A/R Auto Adjustments

RTasks has streamlined the billing and A/R process when a contracted payer (e.g. Elderly Waiver or CADI) changes the contract rate with a retroactive effective date. When  the payer rate and effective date are updated, an adjustment will automatically be added to increase or decrease each invoice impacted by the change.

Editing the Contracted Rate:

  • From the Resident Profile tab - Click: Billing
  • Click: Payers
  • If the payer is already listed - click on the payer name
  • Click: Edit
  • Edit the details with the effective date
  • If you want to create an "auto" adjustment - Click the checkbox: Auto apply adjustment for the new amount?
  • Press: Save

What Happens When Editing a "Services - EW" contract Amount:

Each Elderly Waiver invoice from the contract effective date forward will be adjusted.

What Happens When Adding a "Services - EW" Contract Amount:

There are times when a waiver payer will authorize coverage for a previous date range.  It is likely the charges were already invoiced as "private pay".  If you add a "Services - EW" contract rate as a new payer two things will happen simultaneously:

  • The EW Payer will have invoice adjustment charges added for each invoice since the contract effective date
  • All private pay "service charges" will be adjusted off

What Does NOT Happen When Adding a "Service - EW" Contract Amount: 

  • No adjustment to "Rent" charges will be made
  • No adjustments will be made to Supplemental packages NOT marked "include in contract"
  • No adjustments will be made to "Housing" Supplemental packages

 

Private Services:

After the Services - EW contract amount is entered and the auto adjustments are made you may add a "Private - Services" contract amount for the private service rate.  If the "auto adjust" check box is selected the amount owed by the private payer will be increased.

What Happens When Adding a Rent Contract Rate:

Rent contract amounts will work the exact same way as the contract amounts for services. 

  • The payer such., as GRH, will have invoice adjustment charges added for each invoice since the contract effective date
  • All private pay "rent charges" will be adjusted off

What Does NOT Happen When Adding a "Rent - GRH" Contract Amount: 

  • No adjustment to "Service" charges will be made
  • No adjustments will be made to Supplemental packages NOT marked "include in contract"
  • No adjustments will be made to "Service" Supplemental packages

Private Rent:

Once the Rent - GRH contract amount is added you may enter a Private - Rent contract amount.  If you use the auto adjust feature the private rent will be increased to match this amount based on the effective date.