Read below for tips and best practices for making updates to your Funder page of the Company Account. Certain changes or edits to the funders in Rethink are prevented in order to preserve data integrity and to prevent errors in your system. Additionally, preserving historic data in the system, with limits on certain edits/changes, also aides providers in preserving data in the event of a funder audit.
Topic | Visual Support | Helpful Information |
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Editing the Funder set up or rules: On the Company Account>Funder page, click ‘View’ and then ‘Edit’ to review and/or edit the settings for that funder. Changes/Edits can be made to most fields on the funder> General Information, including Combine Rules, Scheduling Rules, etc. Click ‘Save’ on the popup to populate the changes
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1.a. Session Note Header Bypass options is a new feature at the funder level. |  | https://rethinkautism.atlassian.net/l/cp/8iHkT7fZ |
2. Deleting and/or Inactivating Services: |  | Inactivating codes does NOT remove these codes from client authorizations nor does it prevent scheduling against clients with Active current authorizations with these codes. Inactivating the codes at the funder level prevents adding these codes to NEW authorizations moving forward.
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2. a If there are existing authorizations or appointments that need moved to new billing codes, follow the steps for Adding New Billing Codes to the Funder: Under the relevant funder, Click the “+” sign to add billing codes On the popup, add your billing code, rounding rules & credentials Click ‘Save’
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2.b. : Adding new authorizations for the client: On the Client profile>Authorization page, click to ‘add new authorization’ Enter all required fields Enter services, units, and frequency Click Save
| https://rethinkautism.atlassian.net/l/cp/irmgD9W7 | |
2.c. Adjust/Edit any future dated appointments to the new Services/Authorization: On the Appointment List view, filter the list for future billable appointments for the client(s) needed. Edit the appointments (or series of appointments) to the new services/codes & save
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2.d. End dating or deleting authorizations: Click the small 'x' icon under actions to Delete the authorizations. Delete will only be an option if there are NO appointments scheduled. OR Click ‘edit’ on the client’s authorization that you wish to end date Update the end date Save
|  | You will not be able to DELETE the authorization if any appointments exist in the past or future for this authorization. You will not be able to end date the authorization if any appointments remain for future dates.
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3. Editing the Billing Codes/Services: Once a billing code has been added to a client authorization or scheduled against, certain fields on the Funder page>Billing Code/Service popup will be locked from any edits Service name Unit Type Rounding Rules Removing credentials
Make any edits to the other fields and click ‘save’ When saving changes, a popup for how to apply the changes will appear. ‘Apply these changes to all existing appointments & new appointments’ will impact everything scheduled for this service in your account. This option is typically only selected if you made a prior error in your set up that needs corrected. ‘Apply these changes to all existing appointments on and after a certain date & new appointments’, if selected, will a start date field
 |   | If any of these ‘locked’ fields are requiring changes then follow the Steps 2 to 2.d. above for inactivating the prior codes and adding them anew with the needed changes. Rethink will not be able to overwrite or make changes on the ‘backend’ to your billing codes as this will create data integrity issues in your system. These fields are locked from changes to protect your data.
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