Download How to Select the Financial Class 2014

How to Select the Financial
Class
Is it Medicaid or Medicare?
Effective 10/2014
Selecting a Financial Class
Typically the financial class will be self
explanatory. However there will be times
when you will need additional help
determining which financial class to pick.
The next few slides should help.
 NOTE: White shapes indicate the
financial class you should pick.

Selecting a Financial Class
Is this a MH or
SA evaluation?
MH
Yes
SA
Is the client
covered by a
third-party
Payer?
No
SA = Provider
to pay most
cost
Is the client
covered by
Medicaid?
No
Go to next
slide
Yes
MH = Medicaid
SA = Medicaid
Selecting a Financial Class
Is the client
covered by
DORA?
Yes
SA = Other
public
resources
No
Is the client
covered by
Drug Court?
Yes
SA = Other
public
resources
Yes
SA = Other
public
resources
No
Is the client
covered by the
Women’s
General Fund?
No
Go to next
slide
Selecting a Financial Class
Is the client
covered by the
Female Meth
Grant?
Yes
No
Is the client covered
by some sort of
grant from the state
or Crime Victims?
(not including the
State Special Fund)
No
SA = Other
public
resources
No
Go to next
slide
Yes
MH = Other public
resources
Selecting a Financial Class
Is the client only
covered by a service
contract such as Head
Start or the School
Based Groups?
Yes
MH = Service
contract
No
Is the client
covered by
Medicare?
No
Go to next
slide
Yes
MH = Medicare
SA = Medicare
Selecting a Financial Class
Is the client
covered by a
commercial
insurance?
No
Go to next
slide
Yes
MH or SA
Commercial Health Insurance
CHAMPUS
Veteran’s Administration
Workers Compensation
Selecting a Financial Class
Is the client’s
self-pay
amount $45 or
less?
Yes
No
Provider to
pay most cost
Other personal
resources