Configuring Per-Shift Pay Caps and Automated Invoice Notes

Configuring Per-Shift Pay Caps and Automated Invoice Notes

Overview

Aaniie allows you to apply a percentage pay cap on a per-shift basis across payer priorities. Additionally, you can configure automated invoice notes directly on a payer priority to eliminate the need for manual line-item editing on individual shifts.

Key Features

  • Per-Shift Percentage Pay Cap: Applies a designated percentage split individually to every eligible shift within a billing period rather than across the aggregate total.

  • Automated Line-Item Notes: Text added to a payer priority automatically populates beneath every covered shift on the generated invoice, allowing full customization of agency-specific language (e.g., "Copay of 50% each day").


Step 1: Configure Payer Priorities in Client Management

  1. Navigate to Client Management.

  2. Open the Client's profile

  3. Find the Accounting section

  4. Create or select a Payer Priority.
    1. Note: Payers need to be added first in "Client/Invoicee Attachments"
  5. Add the payer
  6. Set the date range for the time range you want invoices to be generated for that payer (e.g., July 1, 2026 – December 31, 2026).
  7. Select Pays For "Shifts" (and any other applicable items the payer is responsible for)

  8. Under the Shift Pay Cap options:

    • Select Percentage as the cap type.

    • Enter the percentage amount (e.g., 50%).

    • In the Shift Cap Applied To dropdown, select Per Shift.

    9. Under the Invoice Note field:

Enter the required custom text (e.g., Copay of 50% each day).

Note: This text will automatically apply to any shift covered by the conditions of this priority.


Step 2: Generate and Review Invoices

  1. Navigate to Payer Invoicing.

  2. Select the client and generate invoices for the target period.

  3. Review the generated invoices:

    • Primary Payer Invoice: Displays the per-shift calculated fee (e.g., $50 out of a $100.00 shift for a 50% cap) along with the automated payer priority invoice note beneath each line item.



  1. Client Invoice: Displays the remaining balance charged to the client (e.g., $50 out of $100.00).

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