How do I create a non-visit schedule?

Owned by Samantha Miller (Unlicensed)
Last updated: Aug 09, 2016
1 min read

In some cases, you will want to create schedules for your participants where there is no client. These non-visit schedules may be for training or orientation sessions at the
office, where no employer is involved. 

 From Schedule Review Module...
  1. Click the Add Schedule button on the toolbar.
  2. Enter the correct date, time and length for the planned time of the schedule
  3. Click the magnifying glass next to the Employer field. In the dialog that appears, use the Scenarios drop down menu to change the list from "All Employers" to "Current Office." Select the office and click OK.
  4. Click the magnifying glass next to the Participant field. Select the correct participant from the dialog that appears and click OK.
  5. Select the desired Contract.
  6. Verify the Hour Code (whether the schedule will apply to both Billing and Payroll). By default, the Hour Code field displays the option for the selected authorization.
  7. Save the schedule.
 From the Participant Calendar...

Select the day on the calendar on which to create the schedule.

  1. Right-click on the day in the calendar you wish to create an office (non-visit) schedule.
  2. Choose New Schedule, then Add new Office (Non-Visit) Schedule. The new schedule is already pre-populated with the date, office name and participant.
  3. Enter the Schedule time and length.
  4. Select the desired Authorization.
  5. Verify the Hour Code (whether the schedule will apply to both Billing and Payroll). By default, the Hour Code field displays the option for the selection Contract.
  6. Save the schedule.

 

NOTE: In some systems, Contract and Service may be referred to as Authorization and Call Type, respectively.