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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

  • Can use this as somewhat of a clock in/clock out feature by viewing the scheduled start and end time versus the actual start and end time

  • Payroll is calculated off the verified start/end time and that is what pulls on the session note

ActualEndTime

Verified End Time of appointment

  • Can use this as somewhat of a clock in/clock out feature by viewing the scheduled start and end time versus the actual start and end time

  • Payroll is calculated off the verified start/end time and that is what pulls on the session note

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

  • Payroll includes billable and non-billable time so you may see “No” under session notes for non-billable appointments and travel appointments for example

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

  • Helps payroll admin easily identify paycodes that are or are not overtime eligible

    • Yes will be displayed for payable paycodes that do count towards overtime

    • No will be displayed for the payable paycodes that do not count towards overtime due to your company selecting that under the Settings level when creating that paycode 

    • N/A will be displayed if the staff member does not have OT calculations applied to them (set up under their staff profile)

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

Non-Payable: If including non-payables in the export, they are seen here. This is a way to keep track of something but not pay your staff for it. These do not count towards overtime calculations.

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

  • Can use this as somewhat of a clock in/clock out feature by viewing the scheduled start and end time versus the actual start and end time

  • Payroll is calculated off the verified start/end time and that is what pulls on the session note

ActualEndTime

Verified End Time of appointment

  • Can use this as somewhat of a clock in/clock out feature by viewing the scheduled start and end time versus the actual start and end time

  • Payroll is calculated off the verified start/end time and that is what pulls on the session note

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

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

  • Payroll includes billable and non-billable time so you may see “No” under session notes for non-billable appointments and travel appointments for example

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

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