Description: The new setting, Remaining Balance Details, has options that allow authorizations to be displayed in time by total, monthly, weekly, and/or daily balances in the mobile app for employees. The Remaining Balance Details Settings must be updated on the service code.
*Please note: For dollars-based service codes, the remaining balances are estimates as they can be impacted by several factors such as overtime, changes in employee pay rates, or having multiple employees with different pay rates working for the same client.
Role Required: Super User
Permission Required: Funding Source Admin
*Previously:
The setting listed on the service code was Hide Remaining Balance
No = Authorization Remaining Balance appears when employees create a punch
The only option available was to display the total authorization remaining balance in billing units for the employee (provider)
*New:
Hourly service codes have the option to display total, monthly, weekly, and/or daily authorization remaining balances to employees (providers) in time when clocking in on the mobile app
Hourly billing units display as hours and minutes
Daily billing units display as days
Monthly billing units display as months
The Remaining Balance Details settings below are updated on the service code:
The account type hourly (funding types of units and dollars) may optionally use any of the four Remaining Balance Details settings listed below:
Show Remaining Balance - If yes, the remaining authorization balance displays in units or dollars in the web portal and mobile app and total available time when an employee creates a punch in the mobile app.
Show Monthly Balance - If yes, the remaining monthly balance displays as time when employees create a punch in the mobile app.
Show Weekly Balance - If yes, the remaining weekly balance displays as time when employees create a punch in the mobile app.
Show Daily Balance - If yes, the remaining daily balance displays as time when employees create a punch in the mobile app.
The account type client transportation can only use the show remaining balance setting
Log in to DCI
Select Settings from the main menu
Select Funding Sources from the submenu
Use filters to search for the funding source and click Search
Click anywhere in the funding source row to open it
Scroll down the page and select the Service Codes tab
Click anywhere in the row of the service code to be viewed, edited, or deactivated.
Click Actions
Select Edit Service Code from the drop-down menu
Edit the Remaining Balance Details Settings in the Service Code form wizard listed below:
Show Remaining Balance: Defaults to no. If yes, the remaining authorization balance displays in units and total available time when an employee creates a punch.
Remaining Balance Details: Click the blue plus sign (+) to expand the section
Show Monthly Balance: If yes, displays the remaining monthly balance as time when employees create a punch in the mobile app.
Show Weekly Balance: If yes, displays the remaining weekly balance as time when employees create a punch in the mobile app.
Show Daily Balance: If yes, displays the remaining daily balance as time when employees create a punch in the mobile app.
Click Save and Yes to confirm
View the Remaining Balance Settings in the Service Code Details widget.
The DCI system auto-converts dollar and/or unit authorizations into time when the remaining balance setting on the service code is enabled.
Conversion to time is based on funding type, billing unit, and billing multiplier.
These fields are located on the service code. To find your service code, click on Settings on the main menu, Funding Sources on the submenu, search and select your funding source, select your service code on the service codes tab, and view the service code details widget.
The following service code setting combination examples in DCI are conversions to time from units and/or dollars.
Funding Type = Units
Billing Unit = Hourly
Billing Multiplier = Hourly
Available Balance = Hours as a decimal
Value to the left of the decimal = Hours
(Value to the right of the decimal) x (60) = Minutes
If minutes are a decimal, always truncate (round down).
Available Balance = 34.24
Hours = 34
Minutes = 14.4
Final Display = 34 hours, 14 minutes
Funding Type = Units
Billing Unit = Hourly
Billing Multiplier = Half Hourly
(Available Balance) / (2) = Hours as a decimal
Value to the left of the decimal = Hours
(Value to the right of the decimal) x (60) = Minutes
If minutes are a decimal, always truncate (round down).
Available Balance = 445.62
Hours as decimal = 222.81
Hours = 222
Minutes = 48.6
Final Display = 222 hours, 48 minutes
Funding Type = Units
Billing Unit = Hourly
Billing Multiplier = Quarter Hourly
(Available Balance) / (4) = Hours as a decimal
Value to the left of the decimal = Hours
(Value to the right of the decimal) x (60) = Minutes
If minutes are a decimal, always truncate (round down).
Available Balance = 878.67
Hours as decimal = 219.67
Hours = 219
Minutes = 40.2
Final Display = 219 hours, 40 minutes
Funding Type = Units
Billing Unit = Daily
Billing Multiplier = N/A
Available Balance = Days
Available Balance = 13
Final Display = 13 days
Funding Type = Units
Billing Unit = Monthly
Billing Multiplier = N/A
Balance = Months
Available Balance = 5
Final Display = 5 months
Funding Type = Dollars
Billing Unit = Dollar
Billing Multiplier = N/A
*Please note: For dollars-based service codes, the remaining balances are estimates as they can be impacted by several factors such as overtime, changes in employee pay rates, or having multiple employees with different pay rates working for the same client.
(Available Balance) / (Pay Rate) x (1+Burden Multiplier) = Hours as a decimal
Pay Rate = Current active pay rate listed on the employee service account in the account details widget
If overlapping pay rates are enabled on the employee service account, the system uses the rate the employee selected at the time of the clock in for the punch entry to calculate the balance in time.
Burden Multiplier = Listed on the employee service account in the account details widget
Value to the left of the decimal = Hours
(Value to the right of the decimal) x (60) = Minutes
If minutes are a decimal, always truncate (round down).
Available Balance = 546.23
Pay Rate = 13.25
Burden Multiplier = 0.1
Hours as decimal = 37.48
Hours = 37
Minutes = 28
Final Display = 37 hours, 28 minutes
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