Billing Matrix

Facility/Unit Billing Matrix

The Facility Billing Matrix is designed to store all of the payors, price codes, charge accounts, and exclusions. This matrix interacts with the Patient Billing Matrix. The purpose is to allow price codes and charge accounts to be assigned automatically, based on the Facility, as pharmacy staff fills drug orders. This alleviates the need for pharmacists and technicians to be involved in choosing the correct Price Plan or change account. QS/1 recommends that pharmacy billing personnel set up and maintain the Facility/Billing Matrix.

Patient Billing Matrix

The Patient Billing Matrix is designed to establish payor status specific to each patient. The Patient Billing Matrix is enhanced to track multiple pay status changes and concurrent coverage. The Patient Billing Matrix interacts with the Facility/Unit Billing Matrix to determine the correct Price Plan and charge account.

When filling new orders, if the patient has an active entry in the Patient Billing Matrix, the Primary Payor displays on Step 1 of the order filling process. These orders show 'Payor' instead of 'Payment' for the field name in which the payor displays. The second and third payor fields remain blank.

Initial Setup

The following files must be set up for the Billing Matrices to work properly:

 

What would you like to do?

Set up Security Access for Billing Matrix

Set up Drug Categories for Billing Matrix

Set up the Facility/Unit Billing Matrix

Set up the Patient Billing Matrix

Change a Payor on the Billing Matrix

Access Billing Matrix History

 

Return to Facility Setup