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• Payroll batch automation is an instance-level setting. Submit a support ticket to enable.

  • Resources:

    • Payroll Batch Automation

    • Payroll Module - Admin Guide

• The batch automation process includes the steps Validate, Process, and Approve.

• Click the green Validate or Process button to start the process and be prompted for a payroll batch automation decision. See alert screenshots below.

  • View the payroll batch automation decision details on the batch details page by clicking the events tab

    • Subject column - Batch Automation Confirmed or Batch Automation Declined

    • Added By column - The name of the user who made the decision

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Require EVV Locations

Do you work with a state or program that requires you to collect location names for EVV or other regulations? This new feature, Require EVV Locations, when enabled on the service code, will ensure all hourly entries have an EVV Location.If you need a location name on entries for EVV Aggregation, you'll see fewer rejections upon aggregation!

*Previously:

• EVV locations are available to add to profiles (Client, Employee, Group Service, Residential Programs, Day Programs, or Parenting Programs)

• Optionally, a location can be marked as primary to default on punch entries.

• If the client/group/program has one or more active EVV locations, the employee has the option to select an EVV location at clock in and clock out.

*New:

• EVV locations can now be required via the setting “Require EVV Location” listed on hourly account type service codes.

  • The Require EVV Location setting has been added to existing hourly account type service codes and set to No

  • Navigate to the hourly service code to edit this setting

  • Resource:

    • Service Code - Create, View, Edit, or Deactivate

    • System Set-Up - Admin Guide

• When the setting is enabled, employees will be required to select an EVV location at clock in and clock out for punch entries.

• If an EVV location is not selected, the user will receive an alert and the clock in or clock out cannot occur until the location is selected.

  • Resources:

    • EVV Locations

    • Enter a Punch with EVV Location

    • Phone EVV - Admin

    • Phone EVV Punch

• Import Enhancement - Service Codes - Require EVV Location column added

  • Import>Settings>Service Codes

  • Resources:

    • Service Provider Admin Guide: Import Formats

    • Fiscal Intermediary Admin Guide: Import Formats

• Report Enhancement - Service Codes Report - Require EVV Location column added

  • Reports>Settings Reports>Service Codes Report

  • Resource:

    • Reports Guide

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Report Enhancement

• Report Enhancement - Service Accounts Report - Relationship Type (live-in caregiver, kinship, none) column added

  • Reports>COA Reports>Service Accounts Report

  • Resource:

    • Reports Guide