Step 6: Billing and Payroll

Billing and Payroll Processing

Purpose

To execute accurate billing and payroll cycles

Who Should Review This Information?

Finance and administrative teams

Visit Management:

1. Visit Management
   • Review article: Shift Monitor & How to Manually Clock Staff in and out
   • Review your Shift Monitor to watch for missed clock-ins or out
2. Verify your shifts
   • Review the articles:  How to Set up Visit Auto Verification, How to Verify Visits
   • Review shifts daily for accuracy and verify visits to prepare for your first accounting cycle

Best Practices

• Check the Shift Monitor page frequently to identify staff that maybe having difficulty using the app or for missed clock-ins or outs
• Review and verify visits daily

Process Billing

1. Review the article: How to Setup and Process Billing 
   If using EVV: EVV Errors and What They Mean
2. Complete your billing cycle
3. Print or email private pay invoices and/or create 837s files for upload

Process Payroll

1. Review articles: Holiday & Pay Differentials & How to Complete Payroll
2. Review payroll information for accuracy 
3. Complete payroll
4. Upload your payroll file to your payroll company if applicable

Best Practices

• Always verify all shifts prior to processing
• Run test payroll and billing cycles before go-live
• Reconcile discrepancies immediately

Next Steps: 

Review Continued Learning Resources