1. Create new note template.  Add CPT code and rate and modifiers (same as current pre-CALAIM activity), mark billable check box on – Pauline
    1. When you create the activity template under Admin>Programs>Activity Templates>Create a New Activity, there is a section to enter the rate, CPT code, and modifiers, and mark billable there. If the rate is entered as $0 when the template is created, activities will not bill until Exym updates the rate for you. 

  2.  Attach the note template to an activity template in the NON billable dummy program so Roman can test - Pauline

  3.  Once approved by Roman, ask SME’s which programs will pilot each - Roman

  4.  Copy activity template from dummy program to pilot programs - Pauline

  1. Let SME’s know to pilot – Roman
  2. Pilot, verify billing is flowing,  and approve - SME’s
  3. Move templates to all programs that use the pre-CALAIM template now – Pauline can ask Exym to do this in batch when the time come.s
  4. Let agency staff know all are live. - Roman

 

FYI – if you add rate after activity has been added to billable program and note has been submitted by a clinician, it will flow to billing ONLY after the rate has been entered by Exym, the same evening. SFV will not be able to change rate from $0, it will be grayed out.