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Imagine for example, a Client with a maximum authorized hours of 15 hours per week, and the following three schedules:
Scheduled Hours | Actual Hours | Bill Hours After Finalize | Bill Hours After Maximizing | |
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Schedule 1 | 5 | 4 | 4 | 4 |
Schedule 2 | 5 | 7 | 5 | 6 |
Schedule 3 | 5 | 6 | 5 | 5 |
Total Hours | 15 | 17 | 14 | 15 |
Notice how after finalizing, because the bill hours have been limited where they exceed the scheduled hours, only 14 hours would be billed, leaving the billable hours 1 hour less than what is authorized. When the process is run to maximize the billed hours that extra hour is applied to Schedule 2, the first schedule that had been limited. When all of the un-billed hours are used up and the total bill hours reach the maximum of 15, the process stops, leaving Schedule 3 un-adjusted.
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For this feature to work properly, the caregiver's payroll option(s) should also be set the same way as the payer's billing options as bill and pay hours will both be adjusted but the final hours for either may not exceed the (rounded) actual hours. |
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