Create and Manage Services

Creating a service is the first step in creating a billable charge in the RCM. Once the service has been created, a billing profile must be made before a chargeable rate can be assigned. Let's review the first step in the service creation process!

Note: For information on creating and managing services with the EMR integration, click here.

User Permissions

Only users with admin-level profiles can create and manage services. For more information on user profiles and permissions, click here. 

Section Overview

The RCM creates three types of services: U/R-Required, Standalone, and Non-Medical. The service type instructs the system on how and when a service can be recorded. Once a service has been created, the service type cannot be updated. 

• Services created as U/R-required services require a Utilization Plan (Authorization) to be created for a patient before the service can be recorded. This setting cannot be changed once a service has been created. 
• Standalone (non-U/R req.) services can be recorded in the Attendance Calendar without a U/R plan. However, an authorization number can be included by creating a Single Case Agreement (Service Rate). Additionally, an authorization number can be added to a standalone service when it is recorded using a Combined Service Set. 
• The Patient Billing module uses non-medical services for private-pay clients. Services created as non-medical to instruct the system to generate a private-pay billable when submitting attendance. 

Create and Manage Services

Let's review how to create and manage services in the RCM!

• 1. In the Practice Admin, click Services.
      
  2. Next, click Create Service.
     
  3. For clients using the Patient Billing module, the Billing Classification will display and be defaulted to Medical/Behavioral. Note that this field cannot be changed once the service is created.
      
  4. Input the Name of the service. Click here for our recommended best practices when naming a service. 
     
  5. For clients using the Patient Billing module, include the Service Description on the Patient Statement to instruct the system what service name to display on patient statements.
     
  6. Update the Level of Care to correlate with the service.
     
  7. Toggle on the Attendance Calendar to require an Authorization Plan or Service Rate for the service. Note that this field cannot be changed once the service is created.
     
  8. Finally, click Create to complete the process.
     
• 1. In the Practice Admin, click Services. 
  2. Next, click on the desired service.
     
  3. Click Baseline to update the configuration from its original inception date. Note that this action will generate corrections for all claims billed with the previous information.
     
  4. To update the configuration as of a certain date, click Create Scheduled Change Set.
      
  5. Input the Effective Date and click Save.
      
  6. Next, click the pencil icon.
      
  7. Make the updates to the desired fields.
     
  8. Finally, click Save to complete the process.

Best Practices

A good service name can make selecting a service or combining reporting data a breeze. Since the name of the service is not how the service will be displayed, we recommend shortening the name to include additional information about the service. For example:

• Partial Hospitalization Program = PHP
• Partial Hospitalization Program, a part of the ASAM level of care (LOC) = PHP 3.1
• Partial Hospitalization Program, a part of the ASAM LOC, broken down by half or full days, can include the rev code = PHP 3.1 (0912)