...
Column Name | Information Shown |
---|---|
Alerts | Any alerts you may need to be aware of EX: Overlaps with another appointment |
Id | Rethink assigned ID |
ApptStatus | Status of Appointment; Best practice is to only pull for completed appointments |
Name | First Name of Staff Member |
LastName | Last Name of Staff Member |
ExemptStatus | Whether or not staff is selected as eligible for overtime calculations Exempt = They are NOT opted into overtime calculations Non-Exempt = Opted into overtime calculations |
PayType | Hourly or Salary |
StartTime | Scheduled Start Time of appointment |
EndTime | Scheduled End Time of appointment |
DateOfService | Date the session took place |
ActualStartTime | Verified Start Time of appointment
|
ActualEndTime | Verified End Time of appointment
|
Duration | How long the appointment took place |
AppointmentType | Type of appointment (Billable, Non-Billable, or Travel) |
AppointmentTag | Any tags on the appointment; Non-Billable appointments will always have a tag and Billable Tags are optional |
Paycode | Abbreviation for the Paycode |
PaycodeName | Full Paycode Name |
Late Entry | This column will display ‘Yes’ or ‘No’ depending on whether the appointment was ever pulled as a late entry. |
Late Entry First Pulled By | If the appointment was pulled as a late entry, this column will display the first and last name of the staff member who first pulled the appointment as a late entry. |
Date/Time Appt Marked Late Entry | If the appointment was pulled as a late entry, this column will display the date and time the appointment was first pulled as a late entry |
ServiceLine | Service Line - EX: ABA |
ServiceName | Service Name - EX: Assessment |
ClientName | Name of the client that staff worked with |
Funder | Name of the client’s funder |
Rate | Hourly rate for that pay code for that staff member Will show “0” if that staff is salary or if an hourly rate was not entered for that pay code for that staff member |
Miles | If Travel appointment, amount of miles driven |
MileageRate | Mileage Reimbursement Rate if set up under Settings>Staff Member Settings>Mileage |
StaffVerified | Should say “Yes” as that is the minimum requirement for a completed appointment |
StaffVerifiedAddress | If location services are enabled on the staff’s device, the location where staff verified the appointment will appear here |
ParentVerified | Yes or No |
ParentVerifiedAddress | If parent verification obtained, location where they verified |
SessionNotes | Yes or No
|
ApptNotes | Any notes that are entered on the event details page of the appointment |
StaffVerificationTimestamp | Date and time the staff verified the appointment |
ParentVerificationTimestamp | Date and time the parent verified the appointment |
CompanyStaffID | If entered on the Staff Profile>General Information section |
ClientLocation | Location assigned to the Client Profile>Demographics page |
StaffLocation | Locations assigned to staff profile |
LocationName | If a location was added to the appointment |
LocationAddress | Address of location if added on the appointment level |
AppointmentID | Rethink generated Appointment ID # |
Last modified on | Date and time the appointment was last modified |
Last modified by | Name of staff that last modified the appointment |
Last Billing Exported | Shows if the appointment has been pulled on a billing export |
Last Payroll Exported | Shows if the appointment has already been pulled on a payroll export |
Appt Requirements Completed | Date and time all of the appointment requirements were complete EX: Could be a session note and a verification depending on requirements set up in Settings |
Paycode OT Eligible |
|
...
Column Name | Information Shown |
---|---|
Alerts | Any alerts you may need to be aware of EX: Overlaps with another appointment |
Id | Rethink assigned ID |
ApptStatus | Status of Appointment; Best practice is to only pull for completed appointments |
Name | First Name of Staff Member |
LastName | Last Name of Staff Member |
ExemptStatus | Whether or not staff is selected as eligible for overtime calculations Exempt = They are NOT opted into overtime calculations Non-Exempt = Opted into overtime calculations |
PayType | Hourly or Salary |
StartTime | Scheduled Start Time of appointment |
EndTime | Scheduled End Time of appointment |
DateOfService | Date the session took place |
ActualStartTime | Verified Start Time of appointment
|
ActualEndTime | Verified End Time of appointment
|
Duration | How long the appointment took place |
AppointmentType | Type of appointment (Billable, Non-Billable, or Travel) |
AppointmentTag | Any tags on the appointment; Non-Billable appointments will always have a tag and Billable Tags are optional |
Paycode | Abbreviation for the Paycode |
PaycodeName | Full Paycode Name |
ServiceLine | Service Line - EX: ABA |
ServiceName | Service Name - EX: Assessment |
Late Entry | This column will display ‘Yes’ or ‘No’ depending on whether the appointment was ever pulled as a late entry. |
Late Entry First Pulled By | If the appointment was pulled as a late entry, this column will display the first and last name of the staff member who first pulled the appointment as a late entry. |
Date/Time Appt Marked Late Entry | If the appointment was pulled as a late entry, this column will display the date and time the appointment was first pulled as a late entry |
ClientName | Name of the client that staff worked with |
Funder | Name of the client’s funder |
Rate | Hourly rate for that pay code for that staff member Will show “0” if that staff is salary |
Miles | If Travel appointment, amount of miles driven |
MileageRate | Mileage Reimbursement Rate if set up under Settings>Staff Member Settings>Mileage |
StaffVerified | Should say “Yes” as that is the minimum requirement for a completed appointment |
StaffVerifiedAddress | If location services are enabled on the staff’s device, the location where staff verified the appointment will appear here |
ParentVerified | Yes or No |
ParentVerifiedAddress | If parent verification obtained, location where they verified |
SessionNotes | Yes or No
|
ApptNotes | Any notes that are entered on the event details page of the appointment |
StaffVerificationTimestamp | Date and time the staff verified the appointment |
ParentVerificationTimestamp | Date and time the parent verified the appointment |
CompanyStaffID | If entered on the Staff Profile>General Information section |
ClientLocation | Location assigned to the Client Profile>Demographics page |
StaffLocation | Locations assigned to staff profile |
LocationName | If a location was added to the appointment |
LocationAddress | Address of location if added on the appointment level |
AppointmentId | Rethink assigned Appointment ID # |
Last modified on | Date and time the appointment was last modified |
Last modified by | Name of staff that last modified the appointment |
Last Billing Exported | Shows if the appointment has been pulled on a billing export |
Last Payroll Exported | Shows if the appointment has already been pulled on a payroll export |
Appt Requirements Completed | Date and time all of the appointment requirements were complete EX: Could be a session note and a verification depending on requirements set up in Settings |