Intro / Context: Instant Verification of Benefits (VOBs) requires the CRM to have pre-defined Treatment Plan Templates set up in your system settings. Without these templates, the system cannot generate the necessary service dates and lengths of stay required by the clearinghouse for verification, causing the VOB process to fail.
Q: Why are my Instant VOBs failing or not running?
A: Instant VOBs often fail if the required Treatment Plan Templates have not been correctly configured in the CRM settings. The system needs this structure to determine the Length of Stay (LOS) for the services being verified.
Q: How do I set up the required Treatment Plan Templates to enable VOBs?
A: You must define your treatment plans, specifying the number of days a patient would typically spend in each Level of Care (LOC).
Steps to Create a Treatment Plan Template:
Navigate to Settings (the gear icon) in your CRM.
Click on CRM Settings.
In the menu, search for and click on Treatment Plan Template.
Click the Add button (usually a $+$ sign) to create a new template.
Name the Template: Give the template a descriptive name (e.g., "Standard Detox & Residential Plan").
Define Levels of Care (LOCs): For each LOC relevant to your facility, enter the conservative number of days a patient would be in that specific LOC.
Example: If a patient is typically in Medical Detox for 5 days before moving to Residential Treatment, enter "5" for Medical Detox and a conservative duration for Residential (e.g., 25 days).
Click Save once all necessary LOCs have a defined duration.
Run the VOB: Once the template is saved, return to the patient's record and attempt to run the Instant VOB again.
Pro Tips / Extra Help
Conservative Numbers: Always use a conservative (safe, minimum) number of days when setting up your Treatment Plan Templates. This ensures the VOB verification requests the appropriate initial duration of services.
Troubleshooting: If VOBs still fail after setting up the template, contact support with the specific error message you receive.