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Service Name

Service Rules

Required Licensure Types

Professional Guardianship - face-to-face

Can only be billed once a month per client per calendar month.
Cannot be billed in the same month for the same client as “Professional Guardianship – Intensive Support Incentive” or “Professional Guardianship-Non-face-to-face/Exceptions”
Rendering staff must have a National Certified Guardian Certificate and Background Check uploaded. 

  • Background Check

  • National Certified Guardian

Professional Guardianship – Intensive Support Incentive 

Can only be billed once a month per client per calendar month.
Cannot be billed in the same month for the same client as “Professional Guardianship- face-to-face” or “Professional Guardianship-Non-face-to-face/Exceptions”
Rendering staff must have a a National Certified Guardian Certificate and Background Check uploaded.

  • Background Check

  • National Certified Guardian

Professional Guardianship-Non-face-to-face/Exceptions

Can only be billed once a month per client per calendar month.
Cannot be billed in the same month for the same client as “Professional Guardianship- face-to-face” or “Professional Guardianship – Intensive Support Incentive”
Rendering staff must have a a National Certified Guardian Certificate and Background Check uploaded.

  • Background Check

  • National Certified Guardian

Non-Billable Client Encounter

 $0.00 includes Time In/Time Out

90 Day Court Report

Must be billed within 90 days of Guardianship Acceptance.

Annual Court Report

 $0.00

Final Client Report

Must be filed within 7 days of Notification of Death.

Treatment Guardian face-to-face

Can only be billed once a month per client per calendar month.
Rendering staff must have a a Treatment Guardian Certificate and Background Check uploaded.

  • Background Check

  • Treatment Guardian Certification

PET-Petitioning Attorney

Can only be billed once per client per case.
Rendering staff must have a State Bar License, Professional Liability Insurance (Declaration Page Only), and Special Commission Letter uploaded.

  • Background Check

  • State Bar License

Extraordinary Costs

Can only be billed once a month per client per calendar month.

Must be submitted with receipts.

GAL-Guardian ad Litem

Can only be billed once per client per case.

Can only be billed once per client per case.
Rendering staff must have a State Bar License, Professional Liability Insurance (Declaration Page Only), and Special Commission Letter uploaded.

CV-Court Visitor

Can only be billed once per client per case.

CV-Court Visitor-Spanish Speaking

Can only be billed once per client per case.

PET-Petitioning Attorney Transfer

Rendering staff must have a State Bar License, Professional Liability Insurance (Declaration Page Only), and Special Commission Letter uploaded.

  • Background Check

  • State Bar License

Court Hearing

 $0.00

Guardianship Acceptance

Can only be billed once per client per guardianship appointment.
Rendering staff must have a National Certified Guardian and Background Check uploaded. 

PET-Petitioning Attorney Emergency Case

Can only be billed once per client per case.
Rendering staff must have a State Bar License, Professional Liability Insurance (Declaration Page Only), and Special Commission Letter uploaded.

  • Background Check

  • State Bar License

The system will bundle all services and create invoices at 12:01am on the 1st and 16th of every month.

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  1. Click the Services tab.

  2. Click the Trash Can Icon for the appropriate service. The service will be removed.

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