Funding Source Contract Code Time and Unit Service Types

Contract Codes are part of the Funding Source’s Billing Service Type. A Contract Code is then assigned to the Client’s Contract Detail. The Prepare Billing Transactions Wizard uses the Contract Code to determine the correct Billing Code to use in the Bill Claim for the service type. The Contract Code is also where you establish limits for the service type.

You can now select the Time Service Types and Unit Service Types that staff will use when logging time for the clients who have this contract code selected in their Contract Detail. The Time and Unit Service Types selected for the contract code will sync to the client’s Time Service Type Inclusions and Unit Service Type Inclusions tables in Time Tracking as well as to the Time Service Type Inclusions and Unit Service Type Inclusions tables for all the service locations the client is associated with. These are also used to know which Time Entry Services apply to the Service Limits for the Contract Code if syncing.

Contract Codes are maintained on the Service Types tab of the Funding Source in ProviderPro.

To add or modify the Time Service Types and Unit Service Types of a Contract Code:

Navigate to Funding Sources:
- Choose Client Management > Billing > Funding Sources.
- Click the Billing navigation group on the Navigation Pane and then click Funding Sources.
A blank Funding Source screen opens in a new window tab.
Enter the code or the full name/sort name for the funding source in the Toolbar Lookup to open the funding source and the click the Service Types tab.
Select a service type in the grid and click Open.

The Funding Source Billing Service Type opens in a pop-up window.
Click the Contract Codes tab.
Highlight a contract code in the grid and click Open.

The Contract Code opens in a pop-up window.
Select the Time Tracking tab.
Highlight the Time Service Type that will be used to log time for this Contract Code in the Available column and click Add to move it to the Selected column.

Note: Only Time Services Types with Sync To DataPlus selected will appear in the Available column.
Highlight the Unit Service Type that will be used to log mileage for this Contract Code in the Available column and click Add to move it to the Selected column.

Note: Only Unit Services Types with Sync To DataPlus selected will appear in the Available column. Time Tracking Service Delivery Limits does not support Unit Limits for mileage. Unit Service Types will sync to the inclusion tables, however, to manage which mileage services a client has.
Click Accept to accept the changes and close the Contract Code.
Click Accept to close the Service Type.
Click Save on the toolbar to save the Funding Source.