Service Thresholds

Service Thresholds allow you to create buckets of services that can be rendered based on insurance and the allowed procedures or units of procedures a user can render. Once the buckets have been created, progress notes written for a specific patient will only include procedures in the bucket, in addition to calculating the remaining units to only allow procedures that contain available units.

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Access Level Permissions

1. To be able to set up Service Thresholds, go to Administration > Access Levels.
2. Select the existing access level or create a new access level.
   
   
3. Select the 2nd User Access tab.
4. Check the box for Alert Manager.
5. Click Save and repeat for each access level that will be given permission for Alert Manager.

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Enable Service Thresholds

In order to use Service Thresholds, it must be enabled in the program.

1. Go to Setup > Billing/Program Defaults > General tab.
2. Under the Service Thresholds, check the box for Enable Service Thresholds.
   
   

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Service Thresholds Setup

Now that Service Thresholds is enabled, you must create your Service Thresholds.

1. Go to Setup > Service Thresholds Setup.
   
   
    
2. To create a new Service Threshold Template, scroll to the bottom of the list.
3. Enter the name for the template.
   
   
    
4. Click Save.
5. Click on the Service Threshold Template.
6. Select the Procedures from the drop-down menu.
   
   
    
   • To create a new Procedure, enter the name for the procedure, add the Authorized Units, Max Units Daily, Max Units Weekly, and Max Units Monthly.
   • Click Save.

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Apply Service Thresholds

Now that your Service Thresholds are created, in order to apply these thresholds to a patient, you must insert the template into the patient’s details.

1. Go to Day to Day > Patient Details.
2. Find the patient if you haven't already done so.
3. Select the Service Thresholds tab.
4. Select the patient’s insurance from the insurance drop-down in the list.
   
   
    
5. Select the Service Threshold Template you want to insert from the drop-down menu.
   
   
    
6. Click Insert Template.
7. The procedures and associated units will now appear in the Service Thresholds to Patient and Insurance section.
   
   

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