To run billing and payroll for a schedule in HomeTrak Companion, the schedule must first be finalized.
When you finalize a schedule, you are telling the system that it is ready for Payroll or Billing. When applicable, finalizing a schedule will automatically move information into the payroll and billing hours for the schedule, based on the payroll options for the caregiver and the billing options for the payer.
Finalizing a schedule accomplishes two things:
- It validates the Payroll and Billing rates for the schedule's caregiver and payer.
- It confirms whether the schedule is both payroll and billing.