Authorizations & Scheduling

Floating Schedule - Live In - Split Shift

Q: How do I add an Authorization?

A: To add an authorization, go to the patient calendar and select New Authorization.

Understanding Authorization Specs

Payor: pulls from the client's payor tab - drop down selection. Will default to the client's payor if they only have one listed.

Date Range: Insert the full date range of the Authorization. Start Service is optional and should be applied for authorizations that already started on a previous date.

Services: This represents the caregiver/ service you are authorizing to provide to your patient. Pulls from the Visit Type set up under the Payor and pulls the billing code and bill type information.

Authorization Number: This is a required field.

Primary ICD 10: if not entered on the patient's profile / main page - enter here - it is a required field.

Schedule Type:

Schedule Type: Set Daily – this is the primary functionality used by Home Care. Used for regular schedules.

Schedule Type: Floating – used when there are variable situations only such as authorized for 2 days a week but the specific days each week vary from week to week.

Live-In: used for true live in scheduling. Use in combination with Set Daily Type

Split Shift: used when there is more than one shift in a day to be scheduled.

Variable Hours: used when there are variable hours in addition to the regular set hours.

The authorization is default to a regular schedule. You must apply the hours per day that the caregiver can service the patient. If this is not a regular schedule, you can select Floating Schedule, Live-In or Split Shift (details for each schedule type below).

Notes

The hours are represented on the bottom row of boxes. The units are represented on the top row of boxes.
Both units and hours will total for the week under Week Total (to the right of this module)
Hours must be applied to each day (other than floating schedule)

Regular Schedule

Floating Schedule

This is designed for the Consumer Directed Services Program. The agency does not need to set a schedule, rather the Caregivers associated with this patient (on the patient general info page) will be able to clock in and out whenever they please.

Key Notes