Add an Expense

Complete the steps below to add or review an Expense for a Caregiver.

1. Go to Caregiver > Caregiver Search and select the applicable Caregiver.

2. In the Caregiver Profile, select the Expenses link from the left-navigation menu.

3. The Expenses page opens. Click the Search button to review Expense records applied to the Caregiver. Each record contains the expense details to include the following:

   Expense Date Expense Type Quantity Billable

   Bill Rate Bill Total Payable Pay Rate

   Pay Total Payroll Batch Entry Date

   

4. Click Add to add a new Expense.

5. The Add Expense window opens. Complete the required fields.

   

   Field	Enter the…
   *Expense Type	(Required) The actual expense. Values in this dropdown are created via the Reference Table Management function.
   *Date	(Required) The date the expense was incurred.
   *Quantity	(Required) The number of units included in the expense. The actual amount billed and/or paid is calculated by the Pay Rate and Bill Rate multiplied by the Quantity. When these values are entered, the Billable and/or Payable fields are automatically populated the with the information entered on the Add Expense Type window (refer to the previous section), except for the Patient and Contract fields.
   *Patient	(Required) An Expense must be connected to a Patient to bill. Enter the Patient’s Admission ID in this field or use the “?” to the right of the field to perform a Patient search.
   *Pay Rate	(Required) Pay Rate per unit for the Expense.
   *Contract	(Required) Select the applicable Contract to receive the bill for the Expense. This dropdown only contains Contracts that are connected to the selected Patient.
   *Bill Rate(s)	(Required) Billing rate per unit for the Expense.

6. Click the Save & Close to finalize. Once saved, the Expense is listed.