Manage Employee Timesheets (Draft)

To manage employee timesheets, users must be connected to the client and the employee(s), and have the Billing module permissions enabled in the Permissions module:

1. Billing > Manage Timesheets

   • Ability to save changes to timesheets for other providers, given the employee is connected to the provider and the client is linked to the provider.

   • Users can convert appointments into timesheets for other users if they are in-network with both the client and the provider on the appointment.

2. Timesheets > Access

   • Access to the timesheets tab.

   • Users can save changes to their unlocked timesheets.

   • Users can view converted timesheets when the user is the provider.

3. Timesheets > Delete

   • Ability to delete timesheets until they are locked.

     • It is recommended for this permission to only be granted to users who require the ability to delete other users’ timesheets.

     • Please note, users also need to have the (Billing > Manage Timesheets) permission enabled to delete other users’ timesheets.

     • This permission is added to the Custom permission group and is enabled by default. The following System permission groups will be enabled by default:

       • Admin

       • Billing Admin

       • Billing Agent

       • Employee

       • Hidden Contacts

4. Timesheet > Edit Visit Verification Timesheet

   • Edit timesheet’s service code, service address, start time or end time when the service code has visit verification enabled.

   • Please note, users can change an EVV code to a different EVV code or non-EVV code. However, a non-EVV code cannot be changed to an EVV code.

5. Timesheets > Manage Timesheets

   • Manage timesheets on behalf of other employees and clients in their network. This includes converting appointments and the ability to add/edit timesheets of others until they are locked.

6. Timesheets > Allow Conversion Modification

   • Ability to modify timesheets while converting them from an appointment.