Understanding “Completed” Billable Requirements
Only billable appointments meeting certain criteria will be seen as billable or payable. Customization of these “completed” appointments can be done at the practice level, with the exception of staff verification - all appointments need a staff member to verify that it occurred.
Defining “Completed” Billable Requirements
Step | Description | Helpful Knowledge |
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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. | ||
This feature will allow users to decide if they want staff to take action on appointments that are tagged as “No Authorization.” | Appointments will be tagged with “NO” Authorization when:
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Hours Shown on Calendar
The hours shown on calendar display the time frame for the practice’s scheduling calendars. The default calendar view on the scheduler will show a 24 hour time frame.
Adjusting Hours Shown on Calendar
Step | Description | Helpful Knowledge |
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Go to Company Account and select Scheduling from the menu on the left. | ||
Scroll to the bottom to adjust the hours shown on calendar. |
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Understanding Overtime Rules
Turning on overtime rules allows the system to list accurate overtime calculations on the payroll export report. Overtime rules will be dependent on your state and is the responsibility of the practice to know your applicable work laws.
Turning On Overtime Settings
Step | Description | Helpful Knowledge |
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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. |
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