ALIS Impact Review is a tool that helps automate the way future services are invoiced when there is a new, updated, or ending service. Once the feature is turned on, updates to resident charges result in a pop-up that allows us to easily control what will be invoiced in the future.

Turning on the Impact Review  

It is best to turn this on only after all billing items have been added for the building and recurring charges have been imported for the residents. 

• We can choose to turn this on for three different events: Add Recurring Charge, Rate Change, and End Service.

• In Settings>Billing, we find options to toggle the Impact Review for each of the events separately. If you make changes to these settings, click Save Changes.

For your Billing Items (in the next tabs of Billing Settings based on Payer Type), ensure that the Type and Category for each item is accurate in order to best utilize the ALIS Impact Review and other automation tools.

• Item Type:
  • Service is the most common type of Billing Item. This is anything that can be broken down into a daily rate based on days of the month, and allows for proration. Rent and Care are examples of this.
  • Transaction is used for anything billed by the price multiplied by a quantity. Impact Review will do nothing for these items, and they are usually invoiced as Incidental Charges.
  • Per diem service is typically reserved for items billed to Medicaid, and should be used intentionally.
  • Unspecified indicates nothing. Avoid leaving Billing Items in this state.
• Item Category:
  • Designating the items as Care, Incidental, Rent, or Other will improve automation and reporting in other parts of ALIS, such as the Rent Roll. 

Impact Review Scenarios

Adding a New Recurring Charge

When this setting is turned on, the Impact Review pop-up will ensure that the resident is invoiced for the correct days for the new service. We are prompted to verify the dates for when the first charge will begin showing on invoices, and to select the invoice where it should appear.

We can add the new charge to the next invoice (which has not yet been generated), add the charge to an existing unpaid invoice on file, and we also have the chance to create a new invoice.

Rate Changes

With this setting turned on, the Impact Review pop-up is triggered whenever we click 'Add Rate Change' on an existing Recurring Charge.

After you add the details of the rate change, the resulting Impact Review pop-up should be read very carefully. Since we are changing a rate potentially in the middle of a billing period, we must credit the account for the current rate for the days in the period prior to the rate change, and charge the new rate only for the days in the period after the rate change takes place.

• Determine in the first row where a credit should go on an existing invoice for the current rate. If the rate change is taking place in the current period, this is most likely the most recently generated invoice, where the full period's worth of the service has already been invoiced.
• In the next row, decide where you want the prorated amount of the new rate to be charged. Most likely this is the most recently generated invoice. 

End Service

This setting will help with closing out a resident's billing records. Upon move-out or if a resident no longer requires care to be invoiced, you should click the End Service option for the recurring charge. This will prompt you to select the date for when the service charge should end. If this is in the current period, the Impact Review step takes place.

The Impact Review pop-up gives you a clear statement of the calculation of a credit, and the option to apply the credit to any existing invoice. As with other Impact Review scenarios, you also have the option to do nothing, or to create the credit without applying it to an invoice. 

Next Step: If the payer now has a payment balance since the credit was applied, create a Refund from that payment balance. Do not create a refund from an unapplied credit.

Related Articles:

Recurring Charges and Rate Changes

Billing for Resident Move-Ins

Billing for Resident Move-Outs