Care Packages in the Evaluation

ALIS Care Packages allow you to attach a specific, discretely priced fee to a resident Need triggered during an Evaluation. This feature is essential when you want to charge for a specific service separately, rather than including it in the resident's overall Care Level score.  

Most commonly, Care Packages are determined during your onboarding to ALIS and configured by the ALIS team. For further configuration assistance, contact your Account Manager  or our ALIS Customer Success Team.

Care Packages are set and managed in Resident Evaluation Tool settings, and creating or updating Care Packages requires specific security role permissions. 

Step 1 - Add New Care Package

First, you must define the package name in your settings. 

1. Navigate to Settings > Resident Evaluation Tool.

2. Click the Care Packages tab.

3. Click +Add New Care Package. 

4. In the pane that opens, type the name of your package and click Create Care Package. 

Step 2 - Set Care Package Fees

Next, define the cost associated with each package you create.

1. Scroll to the bottom of the page to find your Care Package Fees table.

2. Locate your new package and click Options > Edit.

3. Enter the required rate (USD) and optionally link the Care Package to an existing Billing Item, which is associated with a specific GL account. For more information on how to add Billing Items, refer to this How to add Billing Items guide.  

4. Click Update Care Package to save.

Step 3 - Connect to the Evaluation

Finally, link the priced package to a Need within your evaluation to ensure that it is triggered when a specific answer choice is selected.

1. Go to the Evaluations tab and click Edit next to the relevant evaluation.

2. Click on the Needs tab and locate the specific Need that should trigger the charge.

3. Click the Edit button on the Need.

4. In the Edit Need pane, find the Care Package dropdown and select the package you created in Step 1.

5. Click Save Need.

Verification: You can verify the link is active by looking for the package name below the Need in the Questions or Needs tabs of the Evaluation builder. 

Step 4 - Publish the Evaluation

Click Publish to save this updated version of the Evaluation. Any new assessment that triggers this Need will automatically add the Care Package fee to the resident's total service plan cost, separate from their Care Level base rate.

Related Articles: 

• Evaluation Center Reference Guide
• How to complete an Evaluation
• How to complete a Service Plan 
• E-sign Evaluations and Service Plans

For more assistance with Evaluations,

Contact our ALIS Customer Success Team:

888-404-ALIS(2547) or support@go-alis.com