Content Comparison

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

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)

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)
Require Employer Sign Off 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

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 &
Funding Type = Unit

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.
Enumeration:
0 – No
1 – Yes