General for Admin Office Setup

Enter the Office name

Select Active or Inactive

Select the Office level under the Organization Structure

The three-digit code used to distinguish each of the Offices within an Agency. This code attaches itself to certain identifiers such as a Patient’s Admission ID.

The Office’s unique Web Applicant Portal URL

Enter the Tax ID that is used for invoicing

A Serviced Zip Codes link on the Office Setup under Admin>Office Setup enables providers to identify the serviced Zip Codes at an office level. Click the Enter Serviced Zip Codes link to open the Serviced Zip Codes window. From this window, a Provider can add, edit, or delete zip codes.

The Office’s National Provider Identifier number

Enter the Agency ID for the system to automatically populate the 33b field on the HCFA 1500 form when generating invoices in that format

Enter a secondary identifier for an Office

Select a default Coordinator for the Office

The Office’s zip code

Select for the system to allow users to schedule Caregivers for In-Service and Visits at overlapping times

Select to allow open shift broadcast to send text message based on either the script selected or text input (broadcast screen) for the matching Caregivers within the office. Text input from broadcast screen will override the selected script.

Select for the system to allow users to schedule Caregivers to Visits and/or In-Services when they have a scheduled absence. If unselected, Caregivers cannot be scheduled for Visits and/or In-Services when absent

Off Duty Time (ODT) is the remaining time after Travel Time between two same-day visits for a Caregiver. If your Office would like to pay Caregivers for this time, as long as it is less than a certain number of minutes, check the box and enter the maximum number of minutes you are willing to pay for ODT.

Default ODT Pay Codes must be created in Reference Table Management and added to Payroll Setup

If selected Duty Code View, the Caregiver tab on the Patient MD Order will display your list of available duties for selection. The printed MD Order will display the individual duties selected on the Caregiver tab.

If selected Order/Goal View, the Caregiver tab on the Patient MD Order will display using the Order/Goal format used for the other disciplines. Users can enter Orders and Goals via free text, or configure checkbox selection options via the Clinical Reference Tables. The printed MD Order will display these Orders and Goals, not individual duties.

Automatically adjust schedule to match confirmation times. When this flagged is checked, schedule times will be updated to match the confirmation times for the visit. New schedule times will follow the Payer Rounding Rules found in Admin > Payer Setup > Billing/Collections > Round On

Indicates the number of days into the future the system creates Visits under the Master Week functionality as well as the timeframe used for Authorization calculations.

This field is for reference only.

This setting controls automatically approving schedule change requests sent by Patients or Family Patients via the Family Portal if there are no schedule conflicts. In the event there are schedule conflicts, the request will be sent to the Patient Visit Family Dashboard

The system will automatically split shifts that occur overnight. Caregivers will only need to submit a clock in and clock out for overnight shifts.

This field determines the minimum amount of time required in order for an overnight shift to be split. For example, if this field is set to 30 minutes, then a visit that ends at 12:30am would not be automatically split, but a visit ending any time after 1:00am would be split.