SpokeChoiceCost CentersUnderstanding Centers

Understanding Centers

A center is a physical location where clients can visit or be resident. These could include assisted living location, group homes or physical centers. Creating a center allows you to assign both providers that work at the center and clients that visit or live there.

By creating a center you can facilitate both billing clients to the center and also setting up employees to work and clock in at the center.

To create a center navigate to People Manager - Center

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Click the new button at the top right of the window to create a new center.

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Enter in a minimum of the name and timezone.

An IP address can be added so that when a provider clocks in they do so only at that physical location. You can determine your centers IP address by being connected to your internet at that location and navigating to Google and typing, whats my ip address. Copy that result into the ip address text box and hit save. Note: if you do not want to require a specific location and allow anyone to clock in from any where click the sign in any where checkbox.

Click the save Center button at top right.

Now you can assign employees to this center.

Click the tab employee assignments.

 

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From the drop down at top right select the center. Hit the new button to start adding employees to this center.

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Pull down and add the employee.

Choose the service code that will be the default service code that is used when the employee clocks in at this location. This will add an entry into the payroll table when the employee clocks out. This should be a service code that is "output payroll" only. If you choose a service code that has claim output on it, then the center will need authorizations or you may not see the service code show up when selecting the employee timecard to enter their time manually. The ask for lunch check box will ask the user at the end of their shift if they took lunch for the day and then remove the amount they choose from the payroll total.

Clients

Adding clients to the center enables you to pick the center in the timecard and bill their payer for the event at the center.

Select the Client Assignments tab. Repeat the same operation as above for each client. The billing should be a service code that has "Claim only" associated to it as there will be no payroll to pay when you are billing a client against the center.