Page Comparison

Go to Company Account and select Scheduling from the menu on the left

Scroll to the bottom to select which completed billable requirements are needed.

These requirements determine what your practice requires for billable appointments to be seen as “completed' and therefore ready for billing.

If you want staff to take action on appointments that are tagged as “No Authorization”, turn this feature on.

Appointments will be tagged with “NO” Authorization when:

• Appointment Series are scheduled with NO End Date or with a later end date than the Authorization end date

• Authorization dates are modified and result in existing appointments being disconnected from the authorization

Go to Company Account and select Scheduling from the menu on the left.

Scroll to the bottom to adjust the hours shown on calendar.

• By default, a 24 hour period will display unless adjustments have been made.

• Adjusting the hours shown on calendar will adjust the calendar view but not prevent scheduling outside of the adjusted window.

Go to Company Account and select Scheduling from the menu on the left.

Scroll to the bottom to adjust the overtime settings.

Select your standard workweek used for overtime calculations, the overtime multiplier, the rate the multiplier will be calculated from, and any applicable hour thresholds.

• If your state has two sets of overtime calculations turn on both overtime settingsOvertime 1 and Overtime 2 settings.

  • For example, if an employee makes 1.5x their regular rate after 40 hrs/week (Overtime 1) but they also make 2x their regular rate if working over 10 hrs in a day (Overtime 2).

• For overtime to be calculated for individual employees, apply overtime calculations must be turned on from the staff member profiles as well.