Adding New Services & Billing Rules

This guide provides a step-by-step process for effectively adding new services and billing rules in your system, ensuring that your services are properly configured for client notes and billing. It clarifies critical distinctions between treatment and assessment services, as well as how to set up billing rules that are essential for visibility on funding cards. By following this guide, users can streamline their service management and ensure compliance with billing requirements.

Noteable Support
26 steps

Mynoteable

Adding a New Service

Click "Administration"

Click into the Program you would like to add a new Service to.

Click "Services"

Click "Add Service"

Select between "Treatment" and "Assessment" status. **Note: Services listed as Assessment will only be available to enter on notes for staff listed in the system as Assessors.*** **Direct Care staff will only be able to enter Treatment Services and only to active tier clients**

Enter the Name of the Service as you'd like it to show on Funding Cards and Case Notes.

If Place of Service codes need to be associated with this service choose from the multi-select list, highlight **all** PoS codes that this service is allowed to be entered with.

While ALL Places of Service selected in the prior field will be available on the case note, if you'd like for one item to be the default select that PoS here.

Provide any Service description needed here. **Note: Some services require a description for claims, if this is the case, this field will be the place you want to enter that description.**

Enter the Service Billing Code

Enter the Primary Modifier that you'd like to show for this Service, if applicable.

Enter the Secondary Modifier that you'd like to show for this Service, if applicable.

If you'd like to **prevent Time Entry (ex. force a non-billable note)** for a service select "Yes" for Time Blocking. Otherwise, leave this toggle set to "No".

Under License Changes Billing Modifier select "Yes" **if you need different modifiers based on the license of the individual authoring the note, or if you'd like to make a license required in order to enter this service on a case note.** Otherwise, this can be set to "No" and you can select Save to move forward with the service as is.

If this is set to "Yes" indicate whether you'd like a license to be REQUIRED to be able to enter the service on a case note and enter the appropriate modifier you would need to see in billing for each respective license type. **Note: if you are just setting this to "Yes" to require a license for entry, the modifier fields can be left blank.**

Click "Save"

Adding a New Billing Rule

**Note: ALL SERVICES NEED A BILLING RULE SETUP IN ORDER TO BE VISIBLE ON THE FUNDING CARD AND AVAILABLE TO PULL ONTO CASE NOTES.**

Click "Billing Rules"

Click "Add Billing Rule"

Click the Services dropdown to choose the applicable Service(s) for this billing rule. **Note: if some services in a program are set with the same payer(s), rate, and solution (unit calculation) they can be bundled together into one rule.** *Ex. if this H0046 Treatment and H0015 Assessment were both set at a $25.00/unit rate for Cigna, Sentara, & United and calculated as 1 unit = 15 minutes they could all be put on this same billing rule together.* *If H0046 Treatment needed to be billed at $10 and H0015 Assessment needed to be billing at $50 they would each require their own Billing Rule.*

Under Payers, select all the payers that this Rate and Solution will be applicable to for this service(s).

Under Locations select the applicable company location(s) you'd like this rule to apply for.

In the "As of" field enter the start date you would like this rate to be taken into account.

Under Default Rate enter the rate PER UNIT you would like to be calculated for the filters set above. **Note: If this is a service where a license is required, a line item will show for rate per each license type so you can indicate rate changes based on license type.**

Select the Solution that is set to calculate your units as expected for this service. Ex. Flat Rate Assessment, Per Diem, 1 hour = 1 unit, 15 minutes = 1 unit, etc. **If you do not see a Billing Solution that matches what you need these can be customized and added under the Billing Solutions tab or you can select "Add New Billing Solution" as shown below.**

Click "Save"

Review the summary of the Billing Rule that has been created and ensure all looks the way you would expect it to.

All services, payers, and locations need to have a billing rule that they are tied to in order to show as an option on the client chart and pull to claims successfully.

Adding New Services & Billing Rules

Noteable Support
26 steps

Mynoteable

Adding a New Service

Click "Administration"

Click into the Program you would like to add a new Service to.

Click "Services"

Click "Add Service"

Enter the Name of the Service as you'd like it to show on Funding Cards and Case Notes.

If Place of Service codes need to be associated with this service choose from the multi-select list, highlight **all** PoS codes that this service is allowed to be entered with.

While ALL Places of Service selected in the prior field will be available on the case note, if you'd like for one item to be the default select that PoS here.

Provide any Service description needed here. **Note: Some services require a description for claims, if this is the case, this field will be the place you want to enter that description.**

Enter the Service Billing Code

Enter the Primary Modifier that you'd like to show for this Service, if applicable.

Enter the Secondary Modifier that you'd like to show for this Service, if applicable.

If you'd like to **prevent Time Entry (ex. force a non-billable note)** for a service select "Yes" for Time Blocking. Otherwise, leave this toggle set to "No".

Click "Save"

Adding a New Billing Rule

**Note: ALL SERVICES NEED A BILLING RULE SETUP IN ORDER TO BE VISIBLE ON THE FUNDING CARD AND AVAILABLE TO PULL ONTO CASE NOTES.**

Click "Billing Rules"

Click "Add Billing Rule"

Under Payers, select all the payers that this Rate and Solution will be applicable to for this service(s).

Under Locations select the applicable company location(s) you'd like this rule to apply for.

In the "As of" field enter the start date you would like this rate to be taken into account.

Click "Save"

Review the summary of the Billing Rule that has been created and ensure all looks the way you would expect it to.

All services, payers, and locations need to have a billing rule that they are tied to in order to show as an option on the client chart and pull to claims successfully.