The service plan is a listing of all the authorized services the consumer will receive while at the facility. Once a consumer is opened to a facility, then a service plan needs created for that consumer.

If you process your billing through the Stratus Cloud, a service plan(s) must be assigned to each consumer. During the implementation process, this information will be populated from your service authorization file. Submit a Help Desk ticket if you need assistance creating service plans for a new fiscal year.

 For billing to process properly, service authorizations need added to the consumer service plan and also the facility master fee for service tab.

NAVIGATION: MAINTAIN menu > Consumers > Quick Link panel > Service Plans

  1. Select a consumer by typing the case number in the CASE NUMBER field or use the browse button to view the list of all consumers. You can also tab to the LAST NAME field and begin typing the last name to select from a list of consumers.
  2. In the Quick Link panel, click the SERVICE PLANS icon.
  3. The grid will show the current authorized services. Click the SHOW ALL button to view previously authorized services.
  4. Click the ADD NEW button.
  5. In the SERVICE PLANS dialog box, complete the following minimum information:
    1. The Date field will be pre-filled with the date you are entering the authorization. This is not the start date of the authorization.
    2. In the PAYOR CODE field, enter the payor for the consumer (i.e., PROMISe, BC/BS, UPMC, etc.)
    3. In the FACILITY field, select the facility at which the service is authorization to be provided.
    4. In the START DATE field, enter the beginning date for the services.
    5. In the END DATE field, enter the date the authorization expires.
    6. Select the authorized service in the SERVICE field.
    7. Enter the number of units authorized or the amount authorized in the appropriate field.
      1. The Units Unposted, Units Posted, and Amount Used fields will automatically display remaining balances as billing is processed in the system.
  6. Click SAVE.

VIDEO: How to Add a Service Plan for a Consumer

11/2023

NEED MORE HELP?  Submit a ticket to the Help Desk or call (814) 535-7810 or (800) 889-3388