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| Create and add a copy of an Extra Charge record to all of the selected Schedules in the main grid. |
Remove Actual Hours | Remove all actual hours from the selected Schedules in the main grid. |
Remove... | Remove Mileage | Remove all Mileage extra charges from the selected Schedules in the main grid. | Remove Errand Miles | Remove all Errand Miles extra charges from the selected Schedules in the main grid. | Remove Travel Time | Remove all Travel Time extra charges from the selected Schedules in the main grid. | Remove Expenses | Remove all general Expense extra charges from the selected Schedules in the main grid. | Remove Per Diem | Remove all Per Diem extra charges from the selected Schedules in the main grid. |
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Modification History | View modification history of manual edits to the selected Schedule in the main grid. |
Event History | View processing history for the selected Schedule in the main grid. |
Schedule Summary | View a summary screen displaying detailed information about the state of the selected Schedule in the main grid. |
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Schedule Detail | View detailed information about the Client and Caregiver in the selected Schedule in the main grid. |
Edit Schedule | Edit the Schedule information for the selected Schedule. |
Calculate Mileage | Calculate and generate Mileage charges for the selected Schedules based on the distance between Schedules. (NOTE: This is Mileage between schedules, not Errand Miles.) Clients and Caregivers must be configured to be billed or paid Mileage in their Billing or Payroll Options for Mileage to automatically calculate. |
Calculate Travel Time | Calculate and generate Travel Time charges for the selected Schedules based on the time or distance between schedules. Travel Time options must be configured in the Agency Office Module. Clients and Caregivers must also be configured to be billed or paid Travel Time in their Billing or Payroll Options for Travel Time to automatically calculate. |
Display Map | Client's Address | Display the location of the selected Schedule on a map. | Selected Appointment | Display directions from the Caregiver’s home to the selected Schedule on a map. | Entire Day | Display driving directions for all of the Caregiver’s schedules for the day, based on the Caregiver for the selected Schedule in the main grid. |
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Attributes | The following “Bulk” operations will affect all checked or selected items in the main grid: Bulk Add | Choose Attributes to add to the selected or checked Schedule(s). | Bulk Remove | Choose Attributes to remove from the selected or checked Schedule(s). | Bulk Clear | Remove all Attributes from the selected or checked Schedule(s). |
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Schedule Review |
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Caregiver Suggestion | Use Caregiver Suggestion to find an appropriate Caregiver who can work the selected Schedule in the main grid (single schedule only). The Caregiver Suggestion tool can take into account many different criteria, including the Caregiver’s Qualifications, Skills, Preferred Districts, Languages, Availability, and Preferred Gender on the Authorization. You can also choose to have the software filter on Caregiver Category and Classifications while suggesting Caregivers for the Schedule. |
Actual Hours |
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Fill Actual with Scheduled | Automatically fills in the actual hours information for all of the selected Schedules with the Scheduled (originally planned) time and hours. |
| If you have a group of schedules selected (checked), this option will open each Schedule individually and allow you to manually enter actual hours and extra charges for each Schedule. (The Edit button on the grid toolbar allows you to do the same thing, but only for a single Schedule.) |
Finalize Schedules |
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Finalize Checked Schedules | Finalize the checked Schedules in the main grid. Finalizing Schedules sets the Bill and Pay hours for the Schedule and marks them as ready for Billing and Payroll. Schedules must be finalized before they can be calculated in Billing or Payroll. (NOTE: If you already checked your schedules for potential payroll and billing issues, you can ignore the prompt to do so in this step.) |
Check for Possible Issues | Check for potential issues with missing Pay or Bill Rates before Schedules are finalized and processed through Billing and Payroll. This tool runs all of the checks in sequence; each individual validation check may be independently performed using the tools under the dropdown arrow. Show Schedules that are not ‘Both Payroll and Billing’ | View a list of schedules where the Hour Code is anything other than ‘Both Payroll and Billing’ so that you can verify that these are correctly set. | Show Caregivers that have a Zero Pay Rate | Identifies Caregivers that will be missing a pay rate for one or more schedules when payroll is calculated. | Show Payers that have a Zero Bill Rate | Identifies Payers that will be missing a bill rate for one or more schedules when billing is calculated. |
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Fill Bill Hours Based on... | Individual Calculate Settings | Fill Bill hours for the selected schedule(s) based on the Payer’s Billing Options without finalizing the schedule. | Scheduled Hours | Fill Bill hours for the selected schedule(s) based on Scheduled Hours, regardless of the Payer’s normal Billing Options, without finalizing the schedule. | Rounded Hours | Fill Bill hours for the selected schedule(s) based on Rounded Actual Hours, regardless of the Payer’s normal Billing Options, without finalizing the schedule. | Actual Hours | Fill Bill hours for the selected schedule(s) based on Actual Hours, regardless of the Payer’s normal Billing Options, without finalizing the schedule. |
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Fill Pay Hours Based on... | Individual Calculate Settings | Fill Pay hours for the selected schedule(s) based on the Caregiver’s Payroll Options without finalizing the schedule. | Scheduled Hours | Fill Pay hours for the selected schedule(s) based on Scheduled Hours, regardless of the Caregiver’s normal Payroll Options, without finalizing the schedule. | Rounded Hours | Fill Pay hours for the selected schedule(s) based on Rounded Actual Hours, regardless of the Caregiver’s normal Payroll Options, without finalizing the schedule. | Actual Hours | Fill Pay hours for the selected schedule(s) based on Actual Hours, regardless of the Caregiver’s normal Payroll Options, without finalizing the schedule. |
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Clear Billing Hours | Remove auto-filled Bill hours from the selected schedule(s). |
Clear Payroll Hours | Remove auto-filled Payroll hours from the selected schedule(s). |
Ready for Billing and Payroll |
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Un-Finalize Checked Schedules | Un-Finalize the selected Schedules in the main grid. This will un-mark all of the checked Schedules as being ready for Billing and Payroll. While not part of the “normal” process of moving a Schedule into Billing and Payroll, you may occasionally find it necessary to un-Finalize a Schedule in order to correct information on it before processing it into Billing or Payroll. |