How Do I Exclude Automated Level Of Care Assignment From An Invoice?

You can exclude a specific invoice from the automated Level of Care assignment when you do not want the Level of Care rates automatically calculated. To exclude the automated assignment, use the following path:

  • A/R menu
  • Invoices option
  • Find/Select an invoice
  • Select the Notes tab
  • Select the “Add Note” link
  • Select the “End Auto Level of Care creation” from the Note Type
  • dropdown list
  • Select the Payer if necessary (defaults to current invoice payer)
  • Enter a follow-up date for collection purposes
  • Enter any notes identifying the reason you want to eliminate the
  • automated Level of Care records
  • Select the Save button