Why are Approved units not populating? (FAQ)

Solution:

There are instances where the approved units will not populate into a claim due to the bill rate being set to 'per rate'. The bill rate for claims needs to be either 'per hour' or 'per visit'.

The steps below will help you find the bill code and resolve this issue:

• Navigate to Accounting > Accounting Settings > Billing Codes.
• Filter for the bill code linked to the claim.
• On the main Bill Codes page you will see how the effective rate is configured.

• If the bill code is configured for 'per rate', you will need to disable the bill code and create a new bill code (as per your normal practice) with the units as either 'per hour' or 'per visit'. The unites on a bill code cannot be edited.
  • • It is recommended to add the precursor DNU to the disabled code.
• The visit's service code will need to have the disabled bill code replaced with the new bill code.
• If a client has any custom bill codes assigned, the new bill code will need to be added and the custom rate added.
• Claim(s) will need to be voided and generated again to pick up the new bill code.

Notes:

• You can troubleshoot the issues explored in this article in your staging environment.
• If the issue is not resolved after going through the steps in this article, please search through other related Zendesk articles or have your super user submit a Zendesk ticket.
• For a full list of FAQs related to Claims, check out this section in Zendesk.