Unit Optimizer
Unit Optimizer
This article and information does not apply to customers using the LTSS Billing Platform and may only apply to the 837P Billing Platform for specific CTP codes. Please reach out to iCM for more information if required.
Some Funding Streams / CPT codes may allow for excess time from one day to support billing for another day's unit of service. This may apply to days in which the minimum amount of service time was not met or for specific absences that can be considered as Billable. For more information regarding Billable Absences, please review this article, Funding Streams: Custom Presence and Absence Codes
Optimizer Requirements
- In the CPT Code area, the Unit must be set to Minute, Hour or Day.
- Billing Frequency must be set to Date Span
- Days that may Donate excess time must be Marked Done, Reviewed and Approved, but not Billed.
- These Donor Days may provide any excess minutes above the Funding Stream's Rounding Rule to other days.
- Days that can Receive the excess time are days that are unmarked, Marked Done, Reviewed or Approved, but not Billed.
- Marked Billed days are locked. These days are not able to Donate nor Receive excess time.
How Excess Time is Applied when the Optimizer Tab is Selected
- Any available time can be applied to any day that has not met the Rounding Rule requirement
- Any available time can be applied to any day that has an entry with a Billable Absence for up to 3 days in a row. If 4 or more Billable Absence days are in a row, then none of these days will be optimized.
- Optimizing will always attempt to produce the highest number of units possible from any days that are below the Rounding Rule requirement.
Editing/Deleting Time Entries
- If time is edited or deleted for a Donor or Receiver day the system will make some adjustments to the optimization. Best practice would be to rerun the Optimizer after those updates have been completed to ensure the system can account for all changes.
Permissions
- The Optimizer icon is governed by a Permission. This is located in Permissions->Attendance-> Optimize Billing Units. This permission is defaulted to No Access.
Optimization example
The 2nd, 3rd and 7th are Marked Approved and contain excess time that could be applied to other applicable days for optimization.
Using the Optimizer icon produces the following with optimized days that now meet the Rounding Rule shown in light blue with a star next to the unit number.