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Validate Directions | Calculate distance and travel for all selected schedules to verify distances and address validity. Any addresses that the system is unable to determine as "valid" will be displayed. |
Remove Actual Hours | Remove all actual hours from the selected Schedules in the main grid. |
Modification History | View modification history of manual edits to 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. |
Event History | View processing history for the selected Schedule in the main grid. |
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Quick Schedule Edit | Find an event based on its Event ID and open it for editing. |
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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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.) |
Expenses | Calculate Mileage | Calculate and generate Mileage charges for the selected Schedules based on the distance between Schedules. 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. | | Create and add a copy of an Extra Charge record to all of the selected Schedules in the main grid. | Remove... | Remove any of the types of Extra Charges from all selected schedules. |
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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. |
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 drop down 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. | Clear Auto-Filled Hours | Remove auto-filled Bill hours from the selected schedule(s). |
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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. | Clear Auto-Filled Hours | Remove auto-filled Payroll hours from the selected schedule(s). |
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Review before 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. |
Maximize Actual Hours | Maximize un-billed actual hours. For more detailed information, see the document Maximizing Authorized Hours. |
Expenses | Calculate Mileage | Calculate and generate Mileage charges for the selected Schedules based on the distance between Schedules. 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. | | Create and add a copy of an Extra Charge record to all of the selected Schedules in the main grid. | Remove... | Remove any of the types of Extra Charges from all selected schedules. |
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Adjust Bill Breaks | Increase Break hours for Billing on all selected schedules by a specified amount. (To reduce Break hours, enter a negative value.) |
Adjust Pay Breaks | Increase Break hours for Payroll on all selected schedules by a specified amount. (To reduce Break hours, enter a negative value.) |