Monthly or Subscription Billing in Ankota
Overview
Many private pay agencies provide services under umbrella subscriptions, where regular scheduled services are unbillable but there is a monthly fee or fees. See below for Ankota options to help you manage subscription services.
This article includes:
Adjustments
For agencies where the fee will vary monthly based on services rendered, they may prefer a standard unbilled ($0.00) visit type called Personal Support Services. At the end of the month, based on care plan items performed or other measurements, an agency will total up services and add a single line-item adjustment associated with the client and the visit type, as in the example below. For more on billing adjustments, see Adjustments.
Monthly Single Visit
Monthly billable visits are usually for additional subscription services in addition to regular billable visit types. For example,
- Coordination Services Fee: $250
- Financial Services Fee: $250
- (standard Personal Care visit types at regular rates per hour)
This is typically for an additional layer of services provided by more experienced, trained, or certified caregivers. Note these visits can be pre-scheduled and pre-approved so that they can be billed in advance if needed.
Monthly Combo Visits
Monthly visits with both billable and unbillable services are one of the most popular options. This is typically for larger subscription services that may have multiple additional unbillable visit types under their umbrella.
For example, they may have an Elite/Tier 1 subscription for $10,000/month where the client receives any/all services within a 24-hour service window and is popular for customers requiring live-in caregivers. Tier 2 might be $8,000 but only provide less skilled workers, Tier 3 might be services only within an 8-5 window, etc. Then a variety of unbillable services could be scheduled so that agencies can track payable hours.
Here are some additional examples:
- Umbrella billed visit type: "Gold Services" (rate: $12,000 assigned to visit type)
- Unbilled services also on the client's calendar for payroll/tracking management:
- Shower/Bath Visit (3x/weekly)
- Housecleaning (1x/weekly with housecleaning specialist)
- Personal Support Services (regular 40 hours/week with standard caregiver)
- Unbilled services also on the client's calendar for payroll/tracking management:
- Umbrella billed visit type: "Silver Services" (rate: $8,000 assigned to visit type)
- Unbilled services also on the client's calendar for payroll/tracking management:
- Shower/Bath Visit (3x/weekly)
- Housecleaning (1x/weekly with housecleaning specialist)
- Personal Support Services (regular 20 hours/week with standard caregiver)
- Unbilled services also on the client's calendar for payroll/tracking management:
- Umbrella billed visit type: "Tailored Support Services" (rate: varies by client, use billing table to assign unique rate to client)
- Unbilled services also on the client's calendar for payroll/tracking management:
- Shower/Bath Visit (3x/weekly)
- Housecleaning (1x/weekly with housecleaning specialist)
- Personal Support Services (regular 40 hours/week with standard caregiver)
- Gardening Services (seasonal, varying)
- etc.
- Unbilled services also on the client's calendar for payroll/tracking management:
With this option, agencies often provide a completed end-of-month summary to their clients after the month's end to show them the value of their subscription and services received.
You may also wish to review Goods and Services.
Note these visits can be pre-scheduled and pre-approved so that they can be billed in advance if needed.