Finance Tab
* Click on the Finance tab on the Inquiry Information screen.
The resident's financial information, payments to your facility, and information related to the resident's insurance may be entered here. Multiple insurance companies and multiple policies may be entered, but only one should be entered as the resident's "Primary" insurance.
Closing Date: Date when agreement is signed (if any)
Scheduled Move-In Date: Date potential resident is scheduled to Move-In.
Deposit: Amount of deposit taken.
Deposit Date: Date of deposit amount
Deposit 2: Amount of additional deposit taken
Deposit 2 Date: Date of additional deposit money received.
MC #A: Potential resident Medicare #A number.
MC #B: Potential resident Medicare #B number.
MC #D: Potential resident Medicare #D number.
MC CoPay: Number of Medicare Co-Pay days.
MC Full-Pay: Number of Medicare Full-Pay days.
MA #: Medicaid number.