"Completed" Billable Requirements, Hours Shown on Calendar & Overtime Rules

Navigate to Company Account>Scheduling

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

Step

Description

Helpful Knowledge

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

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

Step	Description	Helpful Knowledge
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.

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

Step

Description

Helpful Knowledge

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 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.