Exception Management across Shifts and Invoicing
planned
D
Dan Ogren
This feature allows agencies to customize which shift "Exceptions" are important for their billing process. Agencies can set these exceptions in their workspace settings to prevent shifts with exceptions from being automatically added to invoices. This ensures that only compliant shifts are considered for billing.
Agency staff will be able to see these exceptions on completed shifts. If they choose to include such a shift in an invoice, they must acknowledge the exceptions through a checkbox, confirming their responsibility to collect any missing information.
Key components of the feature include:
- Adding a section in Workspace Settings for defining shift exception policies.
- Providing visibility of exceptions to agency staff on completed shifts.
- Requiring acknowledgment of exceptions when adding shifts to invoices.
- Optionally, future updates may allow for exception overrides in Payer profiles.
- Automatically adding shifts without exceptions to invoices, streamlining the billing process.
This streamlined approach ensures billing accuracy and compliance, making the documentation process more efficient and placing the responsibility on agencies to ensure all necessary information is collected.
This post was marked as
planned