What Do I Need Before I Can Calculate Billing?

The following is required before you can calculate billing for a schedule in HomeTrak Companion:

Pre-Requisite 1: Actual Hours must be entered in the schedule. Entering a schedule's actual hours can be done automatically if you use the optional Telephony system. If you do not use Telephony, you will enter in the actual hours manually using the Actual Hours Module or by entering the actual time in the Setup a Schedule screen after the visit takes place.

Pre-Requisite 2: The schedules must be finalized. You must finalize schedules in the Finalize Schedules Module before you can run billing against them. If a schedule has not been finalized, you cannot calculate billing for it.

Confirm that you have established billing rates for any applicable schedules. When you finalize schedules in the Finalize Schedules Module, a question prompt will ask if you would like to Validate Bill and Pay rates. If you click Yes, the system will check to make sure that Billing and Payroll rates exist for applicable schedules. If it detects a missing or zero billing rate for a payer, you will be prompted asking if you want to edit payer(s) without rates. If you choose to edit, you can make adjustments to the rate if needed.

If your payer should be billed for any Extra Charge items (Mileage, Errand Miles, Per Diem, Travel Time or Expenses), you will want to verify that the appropriate information for those items exist as Extra Charge items attached to the schedule prior to calculating billing.