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Field # | Field | Type | Description | Required | Comments |
1 | FundingSourceId | Integer | Unique identifier for the Funding Source Profile | Yes | Must use existing Id in DCI |
2 | AccountType | Integer | Account Type for the Service Code | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
3 | ServiceCodeName | String | Name of the Service Code | Yes | Min Length: 1 Max Length: 200 |
4 | FundingType | Integer | (FI Mode Only) Type of Funding Account | Required for Fiscal Intermediary Mode | 1 - Units 2 - Dollar |
5 | BillCode | String | Funding Source Code for Billing | Yes | Min Length: 2 Max Length: 20 |
6 | BillCodeModifier1 | String | Bill code modifier | Optional | 2 Alpha-numeric characters |
7 | BillCodeModifier2 | String | Bill code modifier | Optional | 2 Alpha-numeric characters |
8 | BillCodeModifier3 | String | Bill code modifier | Optional | 2 Alpha-numeric characters |
9 | BillCodeModifier4 | String | Bill code modifier | Optional | 2 Alpha-numeric characters |
10 | Billable | Boolean | Service Code Entries will be Billable | Yes | 0 - False 1 - True |
11 | BillingUnit | Integer | The type of Billing Units (Hourly, Daily, etc.) | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
12 | BillingMultiplier | Integer | Billing Multiplier | Conditional - Required if BillingUnit = Hourly | Should be 1, 2 or 3 (Refer to ImportProfile Static Data File) |
13 | DefaultBillingModifier | String | The default Billing Modifier | Optional | Min Length: 1 Max Length: 50 |
14 | RoundingIncrement | Integer | Rounding Increment | Conditional - Required if Billable = Yes & Billing Unit = Hourly | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
15 | RoundingType | Integer | Type of Rounding applied to Punch Entries | Conditional - Required if RoundingIncrement = 25 / 50 / 100 | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
16 | BillingRollupType | Integer | Billing Rollup Types | Conditional - Required if Billable field = Yes | Should be 1, 2 or 3, 4 (Refer to ImportProfile Static Data File) |
17 | PayBackRebill | Boolean | Pay Back Rebill and it should be 0/ 1
| Conditional - Required if Funding Type = Dollar & Account Type = Hourly & Billing Unit = Dollar | 0 - False 1 - True
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18 | DefaultPayRate | Decimal | The default Rate for Employee Pay per Unit | Conditional - Required if Account Type = Hourly or Client Transportation & Payable = Yes | Should be less than 999.99 |
19 | HasMaxPayRate | Boolean | Pay Rate Max Limit and it should be 0/ 1 | Conditional - Required if Account Type = Hourly OR Account Type = Client Transportation | 0 - False 1 - True |
20 | MaxPayRate | Decimal | Max Pay Rate allowed for Employee Service Account | Conditional - Required if Account Type = Hourly or Account OR ype = Client Transportation & HasMaxPayRate = Yes | Must include 2 digits following the decimal (X.XX)
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21 | ShowRemainingBalance | Boolean | Yes = Show the remaining authorization balance appears in units when an employee creates a punch
| Conditional - Required if Account Type = Hourly OR Client Transportation | 0 – No 1 – Yes |
22 | ShowMonthlyBalance | Boolean | Yes = Displays the remaining monthly balance as time when employees create a punch in the mobile app | Conditional - Required if Account Type = Hourly | 0 – No 1 – Yes |
23 | ShowWeeklyBalance | Boolean | Yes = Displays the remaining weekly balance as time when employees create a punch in the mobile app | Conditional - Required if Account Type = Hourly | 0 – No 1 – Yes |
24 | ShowDailyBalance | Boolean | Yes = Displays the remaining daily balance as time when employees create a punch in the mobile app | Conditional - Required if Account Type = Hourly | 0 – No 1 – Yes |
25 | AllowDiagnosisCode | Boolean | Diagnostic Code is allowed or is not allowed | Conditional - Required if Account Type = Hourly | 0 - False (won’t display the Diagnostic Code field when creating the Punch) 1 - True (will display the Diagnostic Code field when creating the Punch) |
26 | AllowReimbursements | Boolean | (FI Mode Only) Allow Reimbursements or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.)
| Conditional - Required if Account Type = Hourly & Funding Type = Dollar | 0 - False 1 - True |
27 | AllowVendorPayments | Boolean | (FI Mode Only) Allow Vendor Payments or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly or Account Type = Vendor & Funding Type = Dollar | 0 - False 1 - True |
28 | DisplayAuthDetails | Boolean | (FI Mode Only) Display dollars as units in Auth Widget for Vendor Service Codes | Conditional – Required if Account Type = Vendor | 0 - False 1 - True |
29 | EnableEmployerSignOff | Boolean | (FI Mode Only) (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly or Account Type = Vendor & Funding Type = Dollar | 0 - False 1 - True |
2930 | AllowBonusPayment | Boolean | (FI Mode Only) Allow Bonus Payments or not and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly & Funding Type = Dollar | 0 - False 1 - True |
3031 | AllowAccruedTimePayments | Boolean | (Instance Level Setting Only) Allow Accrued Time Payments and it should be 0 / 1 (This row should only be present if dollars based authorizations are enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly & | 0 - False 1 - True |
3132 | AccruedTimePayCode | Integer | (Instance Level Setting Only) Accrued Time Pay Code (This row should only be present if dollars-based authorizations are enabled for the environment. Remove otherwise.) | Conditional - Required if Account Type = Hourly & AllowAccruedTimePayments = Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center |
3233 | EVVRequired | Boolean | EVV Required/Not Required | Conditional -Required when account type = hourly or client transportation | 0 - False 1 - True Defaults to 0 |
3334 | RequireEVVLocation | Boolean | Require EVV Locations/Not Require | Conditional - Required if Account Type = Hourly – all other account types column should be left blank | 0 - False 1 - True |
3435 | Description | String | Description | Optional | Min Length: 1 Max Length: 200 |
3536 | ServiceCodeReference1 | String | Service Code Reference 1 for additional Data | Optional | Min Length: 1 Max Length: 250 |
3637 | ServiceCodeReference2 | String | Service Code Reference 2 for additional Data | Optional | Min Length: 1 Max Length: 250 |
3738 | ServiceCodeReference3 | String | Service Code Reference 3 for additional Data | Optional | Min Length: 1 Max Length: 250 |
3839 | DefaultCPTCode | Alphanumeric | CPT Code | Optional | Length: 5 characters Enter either CPT or HCPCS |
3940 | DefaultHCPCSCode | Alphanumeric | HCPCS Code | Optional | Length: 5 characters Enter either CPT or HCPCS |
4041 | CertificationTemplateId | Integer | The unique identifier for the Certification Template | Optional | Must use existing Id in DCI |
4142 | EVVAggregationRequired | Bit | Checks whether EVV Aggregation is required or not corresponding to the Service Code | Allows value either 0 or 1. Enumeration: 0 - EVV Aggregation is not required corresponding to the Service Code 1 - EVV Aggregation is required corresponding to the Service Code | |
4243 | IsTravelTime | Bit | Travel Time is allowed or not with respect to Service Code | Optional (By Default value is set to “0”) | Allows value either 0 or 1. Enumeration: 0 - Travel Time Entry is not considered with respect to the Service Code 1 - Travel Time Entry is considered with respect to the Service Code |
4344 | RequireCareNotes | Bit | Checks whether Care Notes are required or not corresponding to the hourly Service Code | Conditional – Required for Hourly account type when the Care Management module is enabled. For all other account types the column should be left blank. | Allows value either 0 or 1. Enumeration: 0 – No 1 – Yes |
4445 | AllowVendorAuthorizations | BIt | Allows clients to have multiple funding accounts and authorizations differentiated by vendor | Vendor only. If Yes, an authorization for this service code must be assigned to a specific vendor. | Allows value either 0 or 1. |
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Field # | Field | Type | Description | Required | Comments |
1 | AuthID | Integer | Valid Authorization ID | Yes | Existing Authorization ID for which we want to update Date Range |
2 | RateStartDate | Date | Start Date that you want to update for existing Authorization | Yes | Valid Date Format: MM/DD/YYYY |
3 | RateEndDate | Date | End Date that you want to update for existing Authorization | Yes | Valid Date Format: MM/DD/YYYY |
Accruals
Field # | Field | Type | Description | Required | Comments |
1 | EntryID | Integer | Unique identifier for authorization entry | Yes | Should be an existing authorization ID |
2 | EffectiveDate | Date | Date accrual becomes effective | Yes | Valid Date Format: MM/DD/YYYY |
3 | Amount | Decimal | Amount of the accrual | Yes | Should be a decimal or integer value Min Length: 1 Max Length: 10 |
4 | AdjustInitialBalance | Bit | Should the system adjust the initial balance to equal the sum of all accruals? | Yes | Enumeration:
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Entries
Employee Entries
Field # | Field | Type | Description | Required | Comments |
1 | AccountId | Integer | Identifier of the Employee Service Account | Yes | Must use existing Id in DCI |
2 | Amount | Decimal | Amount corresponding to the Entry | Yes | Difference between StartDateTime and EndDateTime |
3 | EntryReference | string | The third-party reference for the Entry | Optional | Max Length: 250 |
4 | StartDate | DateTime | Start Date and Time for the Punch | Yes | Must be in format MM/DD/YYYY hh:mm |
5 | EndDate | DateTime | End Date and Time for the Punch | Yes | Must be in format MM/DD/YYYY hh:mm |
6 | DiagnosticCode | string | Id of the Diagnostic Code | Optional | Min Length: 2 Max Length: 20 |
7 | PayRate | Integer | Rate Id of Pay Rate associated with Employee Service Account | Blank unless AllowOverlappingPayRates= Yes in ESA and Date of service has Multiple Rates | Must use existing Id in DCI |
8 | CannedStatementId | Integer | Canned Statement Id associated with Entry | Optional | Must use existing Id in DCI |
9 | ReasonCodeId | Integer | Reason Code Id associated with Entry | Conditional - Required (The field is mandatory if any Reason Code is linked corresponding to the Funding Source else the field can be left blank) | Must use existing Id in DCI |
10 | ReasonCodeText | Varchar | Reason Code Text linked corresponding to the Reason Code | Conditional - Required (If RequireFreeTextNote = Yes, it is mandatory for user to add Reason Code Text otherwise can be left blank) | Min Length: 4 Max Length: 250 |
11 | Notes | String | Free Text Note that’s to be linked with the Entry | Optional | Min Length = 1 Max Length = 200 |
12 | ClockInEVVLocationID | Integer | Clock In EVV Location ID associated with entry | Conditional - Required if the EVV Location Required setting on the service code is set to Yes. Optional is set to No. | Only valid for account type Hourly. Must use existing EVV Location Id in DCI. To locate, navigate to the client profile, select the EVV Location tab, and select the EVV Location. The ID is listed in the URL. |
13 | ClockOutEVVLocationID | Integer | Clock Out EVV Location ID associated with entry | Conditional - Required if the EVV Location Required setting on the service code is set to Yes. Optional is set to No. | Only valid for account type Hourly. Must use existing EVV Location Id in DCI. To locate, navigate to the client profile, select the EVV Location tab, and select the EVV Location. The ID is listed in the URL. |
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