Add a Finclass or Payer Setting

In the NTS System Config template, expand the Finclass and Payer Settings panel, and then select the text field below the Fin Class Name column.
A picklist opens that displays the full list of financial classes built in File Maintenance.
Choose the financial class that you want to set up.
(Optional) To apply your setting only to a specific payer in that financial class, select the text field below the Payer Name column. The default is all payers, indicated by an asterisk (*).
Choose one of the options below the Script / POC column:
- POC – Req – a POC is required on all payers in this financial class. The POC will be generated as needed when the Fee Sheet is submitted, is tracked in the POC worklog, and must be signed off so that care can continue.
- POC – Track – a POC document will be generated as needed upon submission of Fee Sheet submission, be tracked in the POC worklog, and IF signed and returned will update the script on Homepage. If the POC is not returned, the staff can remove it from the worklog, however, no update will occur on the existing script on Homepage. The POC and all criteria associated with “POC Required” apply, users can remove them from the worklog since the payer may not require a signed POC be returned.
  Note: If you want users who include tracked POCs in the nightly tasking jobs to receive a task when a tracked POC is not returned from the payers, configure the Required POC not received task in the Tasking Manager template.
- Script – no POC document will be generated. However, on any Progress visit, the Script checkbox is automatically selected on Single Visit and the script document generates on submission of Fee Sheet. That script can then be sent to the Ordering Physician with the Progress note, to request additional visits. At this time, the script does not go to an Internal Physicians PAQ. Getting a signature on a script is a manual process.
- The None option is used for the Default financial class. Selecting it means that neither the POC nor Script is needed. This setting is then applied to any financial classes not called out in the grid.
Select an option under the When Req (when required) column. This determines whether the setting is applied if the financial class is the Primary payer on the case or is an additional payer.
Use the Lock column to set a 'stop' to keep therapists from documenting on a patient when either a POC or a Script is required but not entered.
When there is a lock and the POC or Script has not been completed, if a user opens Homepage and selects any visit type on a visit after the Eval, a message displays that treatment cannot continue without a valid POC and what the user needs to do if the POC was received. The message also warns that if the user opens Single Visit without a valid POC, the encounter locks and prohibits them from documenting on it.

The Therapist must make sure to accept the POC on Homepage prior to opening Single Visit if they have received it back. The same holds true for Scripts.

Note: If a payer requires a script after a certain period (for example, 30 days), you can set it up in the Finclass Settings grid. The same process will be followed, except that the system will not fire an alert until the 30-day limit has been met and no script exists. If you track POCs on non-Medicare payers, a signed POC once entered will update the script fields and count as a new script.