adding a master week - supportmlsupport.hhaexchange.com/wp-content/uploads/2016/05/...adding a...

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Adding a Master Week 1. Navigate to Patient > Master Week [1] and click on the Add Master Week button [2]: 2. Select a Starting Date using the From Date field [1] and click on the Hours link [2]: 3. Enter the Hours [1], Caregiver [2], Pay Code [3], Bill to [4], Service Code [5], and the days of the Visits [6]. Click OK [7]:

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Page 1: Adding a Master Week - Supportmlsupport.hhaexchange.com/wp-content/uploads/2016/05/...Adding a Master Week 1. Navigate to Patient > Master Week [1] and click on the Add Master Week

Adding a Master Week

1. Navigate to Patient > Master Week [1] and click on the Add Master Week button [2]:

2. Select a Starting Date using the From Date field [1] and click on the Hours link [2]:

3. Enter the Hours [1], Caregiver [2], Pay Code [3], Bill to [4], Service Code [5], and the days of the Visits [6]. Click OK [7]:

Page 2: Adding a Master Week - Supportmlsupport.hhaexchange.com/wp-content/uploads/2016/05/...Adding a Master Week 1. Navigate to Patient > Master Week [1] and click on the Add Master Week

4. Review the information. If everything is correct click Save [1]:

5. To apply the Master Week, click Save & Update Calendar [1]

Page 3: Adding a Master Week - Supportmlsupport.hhaexchange.com/wp-content/uploads/2016/05/...Adding a Master Week 1. Navigate to Patient > Master Week [1] and click on the Add Master Week

Alternating Master Week

1. Navigate to Patient > Master Week [1] and click on the Alt. link [2]:

2. Click on the Add alternate shift link [1]:

3. Make the required changes to the Hours, Caregiver, Pay Code, POC, Bill To, and/or Service Code fields. The existing Master Week schedule for Monday (added for reference, you will not actually see this info) is in box [1] and the Alternate shift is in [2]:

4. In the Week # [1] field, specify when the alternate schedule should occur. For example, selecting 2 in this field means the alternate schedule will rotate with the normal schedule each week. Entering 3 means the alternate schedule will only occur every 3rd week. Once complete, click on Save [2]:

Page 4: Adding a Master Week - Supportmlsupport.hhaexchange.com/wp-content/uploads/2016/05/...Adding a Master Week 1. Navigate to Patient > Master Week [1] and click on the Add Master Week

5. Monday now has an Alternative shift, displayed as Alt. (2) [1]: