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Caregiver Connection: Procedure Code Set Up

What happens when you edit your caregiver connections and the changes you make are not applying to the visits your staff is working.?

Before reading this article, make sure you understand how to create and edit a client caregiver connection.

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What is a procedure code connection?
Edit Connection

What is a procedure code connection?

In Billiyo there are two types of caregiver connection:

  • Procedure Code Connections - These are caregiver connection settings that apply only to a single procedure code and modifier.
  • Overarching Connection - This is the caregiver connection that applies to all visits unless there is a procedure code connection.

We can see the overarching and procedure code connections from the View Client Caregiver page.

For example, an overarching connection may require Geo-tracking but, the client and caregiver have a Procedure Code connection for s5135 visits and this connection does not require geo tracking.

In that situation, the s5135 visits that the connected employee works will not require Geo-tracking, but ALL other visits (unless there is another procedure code connection) will require Geo-tracking.

To add a new procedure code connection, please use the blue plus sign.

You can create as many procedure code connections as you want.

 

Edit Connections

Overarching Connection:

To edit the overarching connection, we will use the "Edit Caregiver" button at the bottom of a connection.

By default, the changes you make to the overarching connection will apply to your procedure code connections as well.

To only change the overarching connection, please deselect the "Apply change to procedure code set ups" field:

In the example above, if we changed the over-arching connection, and leave "Apply change to procedure code set ups" enabled, then the s5135 connection would receive the same changes. However, if we disabled that field, then the s5135 connection would be unchanged

 

Procedure Code Connection:

In order to edit a procedure code code connection, we will need to click on the blue sign.

This will open a pop-up where we can alter the procedure code's connection.

 

To remove a procedure code connection, you can use the red trashcan icon on the right side of the page.

Your employees will still be able to work visits with that procedure code, but their settings will be pulled from the overarching connection.