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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 | BillCodeModifiers | BillCodeModifier1 | String | Bill code modifier | Optional | 2 Alpha-numeric characters |
7 | BillCodeModifier2 | String | Bill code modifier | Optional | 2 Alpha-numeric characters | |
8 | BillCodeModifier3 | StringInteger | Bill code modifiersmodifier | Optional | Up to four bill code modifiers | 2 Alpha-numeric characters |
9 | BillCodeModifier4 | String | Bill code modifier | Optional | 2 Alpha-numeric characters | |
107 | Billable | Boolean | Service Code Entries will be Billable | Yes | 0 - False 1 - True | |
811 | BillingUnit | Integer | The type of Billing Units (Hourly, Daily, etc.) | Yes | See “Admin Guide: Static Data Reference File for Imports” in the Help Center | |
912 | BillingMultiplier | Integer | Billing Multiplier | Conditional - Required if BillingUnit = Hourly | Should be 1, 2 or 3 (Refer to ImportProfile Static Data File) | |
1013 | DefaultBillingModifier | String | The default Billing Modifier | Optional | Min Length: 1 Max Length: 50 | |
1114 | 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 | |
1215 | 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 | |
1316 | BillingRollupType | Integer | Billing Rollup Types | Conditional - Required if Billable field = Yes | Should be 1, 2 or 3, 4 (Refer to ImportProfile Static Data File) | |
1417 | 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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1518 | 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 | |
1619 | 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 | |
1720 | 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)
| |
1821 | 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 | |
1922 | 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 | |
2023 | 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 | |
2124 | 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 | |
2225 | 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) | |
2326 | 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 | |
2427 | 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 | |
2528 | 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 | |
2629 | 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 | |
2730 | 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 | |
2831 | EVVRequired | Boolean | EVV Required/Not Required | Conditional -Required when account type = hourly or client transportation | 0 - False 1 - True Defaults to 0 | |
2932 | 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 | |
3033 | Description | String | Description | Optional | Min Length: 1 Max Length: 200 | |
3134 | ServiceCodeReference1 | String | Service Code Reference 1 for additional Data | Optional | Min Length: 1 Max Length: 250 | |
3235 | ServiceCodeReference2 | String | Service Code Reference 2 for additional Data | Optional | Min Length: 1 Max Length: 250 | |
3336 | ServiceCodeReference3 | String | Service Code Reference 3 for additional Data | Optional | Min Length: 1 Max Length: 250 | |
3437 | DefaultCPTCode | Alphanumeric | CPT Code | Optional | Length: 5 characters Enter either CPT or HCPCS | |
3538 | DefaultHCPCSCode | Alphanumeric | HCPCS Code | Optional | Length: 5 characters Enter either CPT or HCPCS | |
3639 | CertificationTemplateId | Integer | The unique identifier for the Certification Template | Optional | Must use existing Id in DCI | |
3740 | 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 | ||
3841 | 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 | |
3942 | 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 |
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Field # | Field | Type | Description | Required | Comments |
1 | EntryId | Integer | Valid Entry Id | Yes | Must use existing Id in DCI |
2 | Date | Date | Date for which changes are to be made | Yes | Must be in format “MM/DD/YYYY” |
3 | Amount | Decimal | Amount value to update i.e., Amount to be updated in the authorization entry | Yes | Must include 2 digits following a decimal (xx.xx) |
4 | ReasonId | Integer | Reason Id Valid existing Id for the Reason present in Authorization Balance Adjustment Reason | OptionalYes | Must use existing Id in DCI |
5 | Description | String | Description for Adjustment | Optional | Max Length = Not defined |
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Field # | Field | Type | Description | Required | Comments |
1 | EmployeeEntryId | Integer | Unique Punch Id created through Group Service Employee Entry | Yes | Should be an existing Id of the Employee Entry |
2 | AccountId | Integer | Unique identifier for the Client Service Account | Yes | Must use existing Id in DCI |
3 | Amount | Decimal | Entry Amount | Yes | Difference between StartDateTime and EndDateTime
Should be the same as of Employee Entry data |
4 | EntryRef | String | The third-party reference for the Entry | Optional | Max Length: 250 |
5 | StartDate | DateTime | Start Date and Time for the Punch | Yes | Format: MM/DD/YYYY hh:mm Should be the same as of Employee Entry data |
6 | EndDate | DateTime | End Date and Time for the Punch | Yes | Format: MM/DD/YYYY hh:mm Should be the same as of Employee Entry data |
7 | DiagnosticCode | String | Diagnostic Code for the Punch (not used for Attendance Entries) | Optional | Min Length: 2 Max Length: 20 |
Group Service Entry Reject
Field # | Field | Type | Description | Required | Comments |
1 | EntryID | Integer | Unique Punch Id created through Group Service Employee Entry | Yes | Id of punch that needs to be rejected |
2 | Note | String | Note | Optional | Any note to be linked with the entry |
Group Service Entry Approval
Field # | Field | Type | Description | Required | Comments |
1 | EntryID | Integer | Unique Punch Id created through Group Service Employee Entry | Yes | Id of punch that needs to be approved |
2 | Note | String | Note | Optional | Any note to be linked with the entry |
Day Program Entries
Field # | Field | Type | Description | Required | Comments |
1 | AccountId | Integer | Employee Service Account Id | Yes | Must use existing Id in DCI |
2 | Amount | Integer | Amount corresponding to the Entry | Yes | It is the 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 | Format: MM/DD/YYYY hh:mm |
5 | EndDate | DateTime | End Date and Time for the Punch | Yes | 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 (No Primary Pay Rate exists for Date of Service) | Must use existing Id in DCI |
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