Discounting Shifts with Charge Codes

Discounting Shifts with Charge Codes


Discounts can be automatically applied to shifts that are scheduled with discounted charge codes 

There are a few steps needed in order to start using charge codes 

  1. Enable Charge Codes in site settings - Misc (Support Only) Section 

  2. Enable Charge Code Discount Automation - Misc (Support Only) Section

  3. Create Program - Menu >Accounting > Programs

  4. Create Discounted Charge Code - Menu > Clients > Charge Codes 

  5. Update Shifts on the Scheduling Dashboard to include charge code 


    • Related Articles

    • Client Invoicing Forms

      Please see the attached document to view the Client Invoicing Forms Tip Sheet. This tip sheet shows examples of each client invoicing form and how it is displayed on the invoice PDF.

    • Shift Signatures

      This report is highly recommended to use for submitting to Long Term Care Insurance, or in any instance that they deem necessary to have both fees and completed tasks, without having to run an invoice. Within this report you can see client and staff ...

    • Shift Differential Using Downtime Adjustments

      Attached are a video and tip sheet regarding using downtime adjustments for shift differentials.

    • Splitting/ Not Splitting Shifts at Midnight at the End of the Work Week.

      Understanding how splitting/not splitting shifts affect payroll and the scheduling dashboard. Site Setting: It all depends the desired outcome. If you choose to split the shifts, the overnight hours will be accounted for in the next week's payroll. ...

    • Client Setup for Celero Payments

      See the attached Tip Sheet for how to set up a client to make Celero Payments