Creating a Census Entry



You can create and edit census transactions with a census entry. A census entry captures the resident's movement by status in your facility. For example, active, in hospital, vacation, and discharge. 

The census entry also records the location of the resident, the action code, and information about the rate history and the level of care. You can run a census report to include the status and other changes of residents through a given date range.

When you save a resident with a Medicare payer, a warning appears if the Medicare Beneficiary Identifier (MBI) or Medicare number is not entered in the resident's detail.

If a census entry affects the rate, a census entry can create a corresponding rate history entry. For example, a payer change or when your census entry requires a new payer setup file. When a rate history line is create by a census entry, you can only view the rate history. You must edit the census entry to correct errors that affect the rate.


Steps

  1.  Admin > Resident Chart > Census/Rates > Census.

  2. Click New.

  3. Complete the fields as required.

  4. Click Save.

Options

  • Effective Date /Time - Select information. 

  • Action - Select option. 

  • Payer - Verify or select option. Additional fields are available based on selected payer.

  • New Episode Period - Appears for Actions, Transfer Out and Transfer In, if the payer is set up with Flexible Rates. Select the option to specify whether the resident's stay is covered under the same or a new benefit period:  

    • Yes - Select if the resident's stay is covered by a new episode. The current episode is ended. If a lumpsum rule is in effect, the full reimbursement amount is spread over the days before the current episode is ended. 

    • No - Select to continue the current episode. If a lumpsum rule is in effect, the reimbursement amount is spread over all the days in the episode period, including leave days.

  • Payer Option - Select Use Last Known Payer Setup File.

  • Status -  Verify or select information. 

  • ARD - The Assessment Reference Date (ARD) option appears if you select a payer billing on a UB. Type the ARD if the payer requires transactions with the same ARD appearing on separate lines on the UB.  

  • Care Level - Verify or select information. This is for UB Payers only.

  • Alt. Care Level - Select or verify information as needed. 

  • Requires an entire room - Select to inactivate beds in a room when a private room is needed and only multi-bed rooms are available.

    • Other beds stay empty until - Type a date to indicate how long the bed is inactive.

    • Reason - Select to indicate why the bed is not available.

  • Room - Verify or select information.

  • Room Rate - Verify or select information.

  • Additional Location - Select information as needed.

  • Flexible Rate - Appears if the payer and room rate are set up with Flexible Rates.

    Used if the Payer reimburses both Episodes and Per Diem during the same stay. 

    Select the Flexible Rate Template. 

  • To/From Type - Verify or select information.

  • To/From Location - Verify or select information.

    When eINTERACT (Hospital Transfer Portal) is enabled and you enter a transfer out census entry, you also see additional fields:

    • Ordered By - search and select information.

    • Emergency Transfer - select when needed. 

    • Reason For Transfer - select information.

    • Unplanned or Planned - select information.

    • Outcome Of Transfer - select information.

  • Comments - Enter as required.