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SANDI - Overview of Client & Procedure Discounts, Tax Status & More

The following article is intended to explain how SANDI calculates client and procedure discounts and how tax exception is calculated at the client and procedure levels.

Discounts

Discounts can be at the client and procedure level.

Clients

Clients must be setup within the EMR to receive a discount based on VTH Policy #Bill312 here: Professional Accounts - Discounts Policy 

  • Clients can have up to a 20% discount depending on their affiliation details are in the Professional Accounts - Discounts Policy 
  • Discounts will be given to allowable procedures and items including VTH pharmacy, diagnostic, and referral lab charges. 

Procedures

Procedures must be setup within the EMR to allow or disallow a discount.  

  • If a procedure or item is set to NOT allow a discount in the EMR it overrides the customer discount, meaning the customer will NOT receive a discount on disallowed items. 

Taxes and Exception

Clients

Clients can be setup as tax exempt in the EMR.

  • The client MUST have a valid tax ID listed under their account or they can be charged taxes. 
  • If a Tax ID is NOT listed in the customers account in the EMR they will NOT receive tax exempt status if a taxable 
  • If the client has a valid Tax ID in the EMR they will NOT be charged normal taxes and they will NOT be charged the 2% Energy Recovery fee.

Procedures

  • Procedures can be setup to be within the EMR to allow or disallow a taxes.  This is very important to check when billing seems to be off.
  • A 2% Energy Recovery tax is charged in addition to normal taxes

Visits

The visit type that is used within EMR Charges is extremely important.  There are Taxable and Non-Taxable Visits.

  • If a non-taxable visit is chosen the normal taxes will NOT be applied but the 2% Energy Recovery fee WILL be applied.
  • If a taxable visit is chosen then BOTH normal taxes and the 2% Energy Recovery fee will be charged on all allowable procedures/items.
    • If a procedure or item is marked as non-taxable it will be excluded from receiving normal taxation.

Energy Taxes are applied if the following are true:

  • Procedure must be set as taxable
  • Client tax exempt ID blank
  • Visit Type is Taxable

Understanding Client Billing

It is extremely important to take a holistic view of all the information above when researching billing issues.  


Keywords:
tax, exempt, discount, ID 
Doc ID:
129183
Owned by:
Tina O. in UofI College of Veterinary Medicine Teaching Hospital
Created:
2023-06-16
Updated:
2023-10-03
Sites:
University of Illinois College of Veterinary Medicine Teaching Hospital
Health Information Systems (HIS)