Impact Review in the Resident Profile

The Impact Review feature ensures billing updates are applied accurately when services are added, updated, or ended on a resident’s account. When a billing change affects invoicing, Impact Review automatically opens to display how the change will impact invoices.

This allows staff to review prorated charges and credits before they are applied and helps prevent billing errors when changes occur mid-cycle. 

Where is the Impact Review? 

Impact Review may appear in two areas of ALIS:

• When updating billing directly on a resident’s billing profile
• When processing certain events in the Billing Center 

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

This guide focuses on the resident profile workflow.

Enabling the Impact Review

Impact Review behavior depends on which version of the feature your community is using.

Standard Impact Review (Resident Profile Only)

The standard Impact Review, used when making billing updates directly in the resident profile, is controlled through Billing Settings.

Navigate to:

• Settings → Billing Settings → General Settings tab

Impact Review can be enabled for:

• Add Recurring Charge
• Rate Change
• End Service

These settings determine when the Impact Review window appears during manual billing updates.

Enhanced Impact Review (Resident Profile & Billing Center)

This version of Impact Review version is currently limited-release only. Contact your Account Manager for additional information. 

The enhanced experience:

• Is not enabled through Billing Settings alone
• Requires activation by the ALIS team

Once enabled:

• Impact Review appears during Billing Center event processing
• The updated 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. 

Enhanced Impact Review Scenarios

Impact Review appears when certain billing updates occur.

Add a New Recurring Charge

When a new recurring charge is added to a resident’s billing account, Impact Review opens to review how the service should be invoiced. 

Impact Review actions include:

• Apply to Invoice
• Delete (trashcan icon)

Apply to Invoice

1. When applying a charge, select from the following: 

   • Next Generated Invoice - The charge will be applied to the next auto-generated invoice. The Invoice Date assigned is determined by the 'Invoice Date' configured in Billing Settings.

   • Create New Invoice - A new invoice is created immediately. You must select the Invoice Date using the calendar picker.

   • Unpaid Invoice - Apply the charge to an open, unpaid invoice. If no invoices appear, all invoices are already paid. When selected:

     • The invoice date remains unchanged.
     • The displayed Balance does not yet include the new charge.

     

2. Click the green check mark to confirm.

3. Before submitting, verify the following:

   • Service Start date

   • Invoice destination (which invoice the charge should appear on) 

   • Charge amount

4. Click Submit to finalize.

Delete (trashcan icon)

Removes the charge from this workflow before submission. When submitted, deleted items are permanently removed. In the Impact Review, charges must be applied to an invoice or deleted.

For more general information about recurring charges, refer to this guide: Recurring Charges. 

Rate Changes

Impact Review appears when the rate of an existing recurring charge is updated. If the rate change occurs within an active billing period, ALIS automatically generates a prorated charge and credit based on the rate change effective date. Staff will need to review these suggested adjustments and determine which invoices should receive the credit or charge.

Impact Review actions include:

• Apply a charge to an invoice for the remaining portion of the billing period at the new rate.
• Apply a credit to an invoice for the portion of the billing period already invoiced at the old rate. 
• Change the credit start date. 
• Leave the credit as-is (Unapplied). 

Charge Actions

For the new charge portion:

• Apply to Invoice (using the same options as above)
• Delete (removes the charge from the adjustment)

If you applied the charge, it will move the applied charge to the bottom of the pane. Next, determine how to handle the credit.

Credit Actions

For the credit portion:

• Apply to Invoice (using the same options as above)
• Adjust the credit start date using the pencil icon
• Leave the credit as-is (Unapplied)

If left unapplied:

• The credit will automatically move to Unapplied Credits upon submission

If applying to an unpaid invoice:

• The invoice balance shown is pre-credit.
• You may adjust the credit amount if needed.

Ending a Service

Impact Review appears when a recurring service is ended during an active billing period. If the service ends during the current billing period, the system automatically calculates a prorated credit. based on the Service End Date.

Impact Review actions include:

• Apply the credit to an existing invoice.
• Change the credit start date.
• Leave the credit as-is (not apply to an invoice). This will add the credit to Unapplied Credits.  

Submitting the Impact Review (Best Practices)

Before submitting, review all proposed billing adjustments to ensure accuracy:

• Confirm service dates align with the intended change.
• Verify invoice selections (existing, new, or next generated).
• Review all charges and credits, including any prorated amounts.
• Ensure any items left unapplied are intended to move to Unapplied Credits.

All adjustments must be reviewed and confirmed before submission.

Click Submit to apply the billing updates to the resident’s account.

Related Articles: 

• Billing Settings
• Impact Review in the Billing Center 

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