Schedule Settings

Found in Agency Office Module, Home tab, Settings tool, Schedule Settings tab.

Field Name

Description

Schedule Options

Start of Week

Choose the first day of the billing and payroll week. Calculation of Overtime and any other "Per Week" options (for example: Authorized Hours per Week) will be based on this setting.

NOTE: This is a "Per Database" Setting. All offices in a multi-office database must have the same setting. All offices will be updated to the same setting.

Changing this option requires the use of a HomeTrak Support password.

Rounding

Choose which Rounding option you would like the system to use when it completes rounding calculations when finalizing schedules. (Used when a Caregiver's Payroll Options or Payer's Billing Options are set to Pay/Bill at Rounded Hours.)

Round Start and Round Length	Round the start time of the schedule to the nearest interval and round the overall actual hours to determine the rounded end time. This option will not allow the rounded time to fall to 0. If the length would round to 0 hours, the un-rounded actual length will be used.
Round Start and Round Length (Round to 0)	Round the start time of the schedule to the nearest interval and round the overall actual hours to determine the rounded end time. This option may result in a rounded time of 0 hours.
Round Start and Round End	Independently round the start and end times to determine the rounded length of the schedule. This option may result in a rounded time of 0 hours.
Round the Length (Round to 0)	Round only the overall actual hours. The actual start time will be maintained for reporting purposes. (Invoices, Payroll Reports.) This option may result in a rounded time of 0 hours.

Travel Time and Mileage

Travel Time Calculation

Choose which Travel Time Calculation option you would like the system to use when it executes Travel Time calculations on applicable schedules:

No Travel	No travel time is calculated.
Calculate using Pay Time between Schedules	Any Travel Time calculated for applicable schedules is based on the caregiver's pay end time on the first schedule and the pay start time of the next schedule.
Calculate using Actual Travel	Any Travel Time calculated for applicable schedules is based on the actual driving between the first schedule location and the second schedule location according. Companion utilizes MapQuest via HomeTrak's 'Trips' service to determine distance and travel between two locations automatically.

Max Minutes Between Visits to Pay Travel Time

Enter the maximum number of minutes between visits to be eligible to be paid Travel Time. When populating the number of minutes in this field enter 1 more minute than you want to pay (Example: 2 hours = 120 minutes, so enter 121 minutes). If this field is set to 121 minutes and there is two hours between the end time of one visit and the start time of the next visit it will qualify for travel time. If there is over 2 hours between the end time of one visit and the start time of the next visit, it will not qualify for Travel Time.

Optimal Minutes Between Schedules

Enter the optimal number of minutes between schedules. This information will be used in conjunction with Travel Time and Warnings and Errors; if the time between schedules is less than this threshold, travel time will still be calculated, but the system will not warn about travel time for the second schedule during scheduling.

Example: if this option is set to 15 minutes and there is 15 minutes or less between schedules, then the system will not warn you that the schedule is applicable for Travel Time for the caregiver.

Minutes After Last Visit to Qualify as First Visit

Enter the number of minutes that should elapse after the last visit, in order for the next visit to qualify as a first visit. This information will be used by in conjunction with Mileage.

Publish Future Schedules on Non Office Staff Calendar

Having Attribute / or # of Weeks Future

Allow non-office staff users to only see certain schedules on their calendars.

Please see the document Controlling how Caregivers and Clients see Future Schedules in HomeTrak Online for more detailed information.