Step 4: Billing, Payroll & Reporting
Now that your schedules have been created and your field staff have been trained, it's time to prepare for your first accounting cycles in eCaring. After completing your Payroll and Billing training session with your Implementation Consultant, use the resources in this section as a reference to guide you through payroll processing, billing, and accounting best practices.
Verification
1. Shift verification is the first step in completing your accounting cycles.
- Review the Article on Autoverification and setup your rules: How to Setup Auto Verification
- Verify shifts daily to ensure proper processing and to watch for shifts that may need attention: How to Verify Visits
Billing
1. Process a Billing Cycle (you will process two billing periods with your consultant)
Note: All visits should be verified before completing your payroll cycle
- For EVV review the following EVV Section: EVV Articles
- Review the article on how to process billing and complete a billing cycle: How to Complete a Billing Cycle
Payroll
1. Process a Payroll Cycle
Note: Once payroll is completed in eCaring, it cannot be undone. Verify the information is correct prior to proceeding.
- Review the following articles and complete a payroll cycle: How to Verify Payroll, How to Complete Payroll
Reporting
Now that you are actively using eCaring, it's time to explore the powerful reporting tools available to your agency. This section introduces the reporting options within eCaring and provides resources to help you generate, customize, and interpret reports so you can monitor operations, track performance, and make informed business decisions.
1. Review your agency Insigts Dashboard for date range focused analytics
2. Review reporting options and create reports
- Review the articles on Reporting and begin creating reports: How to Create a Report- Video, How to Export a Report, Select Here to Review Other Report Articles
What's Next?
Once you have completed two accounting cycles with your consultant, you will be transitioned to support. Review Step 5 for additional information.