Impact Review in the Billing Center

This feature is currently limited-release only. For more information, please contact your Account Manager. 

The Impact Review helps your billing team verify how resident billing is affected when events occur. It provides a guided interface that displays suggested updates, allowing staff to review, adjust, and confirm how those updates should be applied before invoices are impacted. Impact Review ensures that recurring charges, rate changes, and service end dates are invoiced correctly, especially when changes occur mid-billing cycle.

Where is the Impact Review? 

Impact Review can appear in two areas:

• When billing updates are made directly in a resident’s billing profile
• When processing events in the Billing Center

While the trigger differs, the interface and core workflow are consistent across both locations.

This guide focuses on Impact Review within the Billing Center workflow.

Enabling the Impact Review

This version of the Impact Review is not enabled through Billing Settings alone. It is behind an entitlement and requires activation by the ALIS team.

Once enabled:

• Impact Review appears during Billing Center event processing
• The updated Impact Review experience is also available in the resident profile

For enablement assistance, contact your Account Manager or the ALIS Customer Success Team.

Configuration Considerations

To ensure the Impact Review produces accurate results:

• Verify that Billing Items are configured with the correct Type and Category.
• Ensure Care Levels and Room Types are properly linked to billing items in Billing Center settings.
• Confirm recurring charges are accurate before enabling Impact Review automation.

Proper configuration allows the system to generate more accurate billing suggestions during Impact Review. 

Impact Review in Billing Center Events

Certain Billing Center events automatically generate an Impact Review.

Common examples include:

• Service Plan Completed
• Room Assignment or Room Change

When triggered, the system evaluates the event and proposes corresponding billing updates, such as:

• Care level charges from a service plan
• Rent adjustments from a room change

The Impact Review allows the billing team to review and confirm these suggested updates before they are finalized.

Process an Event

From the Billing Center → Needs Attention tab:

1. Click Process on the event.

2. The Billing Event Summary modal opens with Impact Review. 

Billing Event Summary

The Billing Event Summary modal contains the Impact Review and displays the billing impact of an event.

Event Summary and Resident Details

These details ensure the billing team can easily confirm that they are reviewing the correct resident and billing situation.

At the top of the modal:

• Event details (e.g., date, staff, care level changes)
• Resident context

This may include:

• Resident name and photo
• Current room assignment
• Move-in date
• Relevant billing details

Billing Changes 

This section summarizes the action being performed (e.g., Changes to Recurring Charges).

It includes:

• The proposed action (e.g., Start Service, End Service)
• The Effective Date (editable)
• Associated Billing Items and rates

Impact Review

The main section displays suggested billing adjustments.

Each row represents a charge or credit, including:

• Billing Item name
• Rate or amount
• Service dates (including prorated periods)
• Suggested charge or credit
• Invoice destination

Discounts 

A Discounts section appears at the bottom, allowing users to add discounts during the review process.

Review Billing Adjustments

Each suggested adjustment must be reviewed. Adjustments may include charges for new services, credits for previously invoiced services, prorated changes for mid-cycle updates.

For each item, confirm:

• Service dates align with the event
• Prorated amounts are accurate
• The correct invoice destination is selected

Apply to Invoice Options

When applying a charge or credit, select from:

• Next Generated Invoice - Applies the item to the next auto-generated invoice. The invoice date is based on the Invoice Date setting in Billing Settings.
• Create New Invoice - Creates a new invoice immediately. You must select the Invoice Date.
• Unpaid Invoice - Applies the item to an existing unpaid invoice.
  • If no invoices appear, all invoices are already paid.
  • The invoice date remains unchanged.
  • The displayed balance does not include the new adjustment.
• Unapplied (Credits only) - Leaves the credit unapplied and moves it to Unapplied Credits upon submission. 

After selecting an invoice option:

• Click the green check mark to confirm.
• Use the red X to reset if needed. 

Delete (trashcan icon)

Removes a charge from the workflow before submission.

• Deleted items are permanently removed upon submission.
• Charges must be applied to an invoice or deleted.

Event Examples 

Service Plan Completed

1. Click Process from the Needs Attention tab.
2. Review the Billing Event Summary.
3. Review Changes to Recurring Charges.
   • Confirm Billing Item, rate, and effective date.
4. In the Impact Review:
   1. Select Apply to Invoice or Delete.
   2. Confirm using the check mark.
5. Before submitting, verify:
   • Service start date
   • Invoice destination
   • Charge amount
6. Click Submit to finalize. 

Room Change

When a room change occurs, ALIS may suggest:

• Ending an existing service (previous room rate)
• Starting a new service (new room rate)

If mid-cycle, the system generates:

• A prorated charge (new rate)
• A prorated credit (old rate)

Charge Actions

• Apply to Invoice
• Delete

Credit Actions

• Apply to Invoice
• Adjust the credit start date
• Leave as Unapplied

If left unapplied:

• The credit moves to Unapplied Credits.

Submitting the Impact Review (Best Practices)

All billing adjustments must be addressed before submission.

Before submitting:

• Confirm service dates align with the event
• Verify invoice selections
• Review all charges and credits, including prorated amounts
• Ensure unapplied credits are intentional

Once all items are reviewed:

• Click Submit to apply billing updates

The selected changes will be reflected in the resident’s billing records and invoices.

Related Articles: 

• Billing Center Reference Guide

• Impact Review in the Resident Profile 

For more assistance: 888.404.ALIS (2547)  |  support@go-alis.com