| 1 Actualize Options | |
|---|---|
| Actualize | Fill actual hours into schedules |
| that are missing actual hours. | |
| 2 Finalize Options | |
|---|---|
| Finalize | Finalize schedules |
| that have actual hours. | |
| Validate Hour Code | Validate schedules before finalizing to |
| identify any non-bill or non-pay schedules and verify that this is correct. | |
| Validate Bill Rate | Validate that all schedules have a non-zero billing rate before finalizing. |
| Validate Pay Rate | Validate that all schedules have a non-zero pay rate before finalizing. |
| Finalize Billing | How billing hours will be finalized: Auto (using Payers' Billing Options), Rounded Actual Hours, Scheduled Hours or Actual Hours. |
| Finalize Payroll | How payroll hours will be finalized: Auto (using Caregivers' Payroll Options), Rounded Actual Hours, Scheduled Hours or Actual Hours. |
| 3 Post-Finalize Options | |
|---|---|
| Calculate Mileage | Calculate mileage. |
| Calculate Travel Time | Calculate travel time. |
| Call Type Credit Logic | |
Automatically adjust finalized hours for schedules for Services (Call Types) with a Credit Logic specified, that accrue hours to credit based on other hours worked. For a good example of how Service Credit Logic works, see the document Sick Time Tracking in Companion. | |
| Maximize Authorized Hours |
| Maximize hours for under-billed authorizations. |
| Extra Charge Type Auto Fill |
| Automatically add an extra charge record to all of the processed schedules. Choose the type of extra charge (this field) and the amount or rate and units and whether the charge applies to billing or payroll (appropriate fields will become visible when the type is selected). | |
| Bill Break Adjustment | Adjust breaks on all schedules (for billing) by a specified amount (hours). This amount will be added or subtracted to any total break hours already applied to the schedule. |
| Pay Break Adjustment | Adjust breaks on all schedules (for payroll) by a specified amount (hours). This amount will be added or subtracted to any total break hours already applied to the schedule. |
| 4. Calculate Billing | |
|---|---|
| Calculate Billing | Calculate billing for |
| finalized schedules. | |
| Batch Prefix | Extra text to insert at the beginning of the batch name/description. |
| Batch Suffix | Extra text to insert at the end of the batch name/description. |
| Forecast Billing |
| Generate forecast billing (Projected Revenue) for un-calculated schedules. |
| Weeks |
| Number of weeks forward to forecast. | |
| 5. Post Billing | |
|---|---|
| Post Billing | |
| Post calculated billing. |
| Invoice Date |
| Choose how the Invoice date will be set on the posted records: Now, End of Month, End of Recipe Period |
| Post Date |
| Choose how the post date will be set on the posted records: Now, End of Month, End of Recipe Period | |
| 6. Calculate Payroll | |
|---|---|
| Calculate Payroll | Calculate payroll for |
| finalized schedules. | |
Batch Prefix | Extra text to insert at the beginning of the batch name/description. |
| Batch Suffix | Extra text to insert at the end of the batch name/description. |
| Forecast Payroll |
| Generate forecast payroll (Projected Revenue) for un-calculated schedules. |
| Weeks |
| Number of weeks forward to forecast. | |
| 7. Post Payroll | |
|---|---|
| Post Payroll | |
| Post calculated payroll. |
| Post Date |
| Choose how the post date will be set on the posted records: Now, End of Month, End of Recipe Period |