Associate Time Entry

PATH:
Processes
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ROLE PRIVILEGES NEEDED: <udl-white>Associate Time Entry Management<udl-white> | <udl-white>Associate Time Entry Maintenance<udl-white> | <udl-white>Approve My Services<udl-white> | <udl-white>Add Pay Only<udl-white>

VERIFY TRANSACTIONS | INCLUDE NON-ACTIVE ASSOCIATES | ASSOCIATES I SUPERVISE | FILTER | ADD PAY ONLY | ASSOCIATE TIME ENTRY FOR MIDNIGHT| REPORTSQUIZ

Although billable services appear on Associate Time Entry, an associate is only able to add non-billable pay-only services. To enter Pay Only information, go to Processes > Associate Time Entry

Select the drop down <btn>   All       ▾ <btn> under Associate to select an associate.

VERIFY TRANSACTIONS <returntomenu>menu ↑<returntomenu>

Verify allows you to verify all eligible pay only transactions.

You can filter by From/To dates...

INCLUDE NON-ACTIVE ASSOCIATES <returntomenu>menu ↑<returntomenu>

You can filter by Non-Active Associates when you select the <icon-blankcheck>xxx<icon-blankcheck> box.

You can filter by agency if you have more than one agency.

ASSOCIATES I SUPERVISE <returntomenu>menu ↑<returntomenu>

Filter by an Associate's supervisor displays a listing of only the Associates assigned to that supervisor in the "Associate Name" dropdown list. This uses the  ID/Password of the individual signed-in to filter the information to only show Associates that he/she supervises. Supervisor is assigned under the Associate Profile Tab under Employment.

FILTER <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   All       ▾ <btn> under Patient..

Select the drop down <btn>   All       ▾ <btn> under Service...

OR select the drop down <btn>   All       ▾ <btn> under Status...

You have totals for all the visits you have filtered

ADD PAY ONLY <returntomenu>menu ↑<returntomenu>

You can add a Pay Only by clicking on the Add Pay Only <icon-greenplussign>xxx<icon-greenplussign> icon

Or once you choose an associate from the drop down, you will also have the "Add Pay Only" link.  Click her to learn more about <icon-greenplussign>xxx<icon-greenplussign>Add Pay Only

ASSOCIATE TIME ENTRY FOR MIDNIGHT

If you schedule a service or enter a pay only that has a time that ends at midnight, the "end" time will not display or calculate with totals until after you verify the transaction. Once verified, all screens and reports display with 12:00a as the "end" time. All the transactions you entered appear on the Associate Time Entry screen along with any scheduled services for that Associate. If the time you entered ends at 12:00a, the "Time Out" column is blank and total time does not include the transaction. Once you verify the transaction, "Time Out" displays and the total time for that transaction will appear as part of the calculation total above the grid.

REPORTS <returntomenu>menu ↑<returntomenu>

Associate Time Entry <btnw>   PDF  ▾ <btnw> includes:

Associate Time Entry <btnw>   Spreadsheet  ▾ <btnw> includes:

Patient Totals <btnw>   PDF  with patient totals  ▾ <btnw> includes:

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

Interactive Tutorial