Expenses Page

The Expenses page is used to add and track a Caregiver’s expenses when tending to Patients. To add a Caregiver Expense, click the Add button and complete the required fields and click the Save button to finalize.

Caregiver Expenses

Field

Description
Expense Type

Select the Expense Type (created in Reference Table Management).
Date

The date of the expense.
Quantity

The number of items or amount purchased (expensed).
Billable

Yes or No. Select Yes to bill to a contract and complete the required fields, as follows:

  • Patient - Select the applicable Patient who the expenses apply to.

  • Contract - Select the applicable contract.

  • Bill Rate - Indicate the billing rate for the expense

  • Bill Total - The bill total calculated by multiplying the Bill Rate by the specified Quantity.

  • Bill Export Code - Code for the billing expense,
Payable

Yes or No. Select Yes for the Agency to reimburse the Caregiver. Create a Payable Expense when prompted by completing the following fields:

  • Pay Rate - Select the pay rate for the expense.

  • Pay Total - The total amount paid for the expense; calculated by multiplying the Pay Rate by the specific Quantity.

  • Pay Export Code - Code used for the payroll expense.
Description Enter a description for the expense.