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In this section, you can add and review the different Events you would need.
By clicking on “Actions”, you will be able to see several actions, like adding a New event or accessing the Global configuration.
In Global Configuration, general rules and restrictions are configured for the agency that influence all events as well as each one individually.
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- Allow Overlapping (Client) – Whether this event can overlap with other client events.
- Allow Overlapping (User) – Whether this event can overlap with other user events.
- Max Duration Per Day (Client) – Max Duration of all kinds of events for the same client per day.
- Max Duration Per Day (Provider) – Max Duration of all kinds of events for the same user per day.
- Max Duration Per Week (Client) – Max Duration of all kinds of events for the client on the same week.
- Max Duration Per Week (Provider) – Max Duration of all kinds of events for the user on the same week.
- Max consecutive days (Client) – Max Number of consecutive days with events for the same user.
- Max consecutive days (Provider) – Max Number of consecutive days with events for the same user.
To add a new Event to the agency, you can choose from our Catalog or Manual.
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Once you create it, on the General tab, you can type the name of the event as well as a short description of it.
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In the Configuration tab within each event, you can modify the fields as needed.
- Active – (Yes/No) – If the event can be scheduled.
- Require User – (Yes/No) – Whether this event requires a user or not.
- Allow change User – (Yes/No) – Whether this event allows changing the user or not.
- Allow to create by User – (Yes/No) – Whether this event allows to be created by the user itself or only an administrator.
- Allow Edit by User – (Yes/No) – Whether this event allows to be edited by the user itself or only an administrator.
- Allowed credentials – (Multiple choice) – Allowed credentials to create this type of event.
- Allow to create by Others – (Yes/No) – Whether this event allows to be created by other users.
- Require location – Whether this event requires a location or not.
- Max number of locations – Maximum number of locations available.
- Allow new locations – Permission to add new locations.
- Allow Parent locations – If Agency locations will be allowed to be selected.
- Require Data Collection – If the event requires collecting data.
- Is Multiday – Whether this event can span across multiple days.
- Billable – Whether this event can have billing codes added to claims.
- Allowed billing codes – Allowed billing codes for this event.
- Require billing codes – If the event can be created without billing codes.
- Allow Partial Billing – If the event can have unbilled time.
- Require Prior Authorizations – If at least one Prior Authorization is required for this event.
- Max Number of Billing Codes – Max number of billing codes for this event.
- Invoiceable – Whether this event can be added to Invoices.
- Clockable – Whether this event can be clocked in and out.
- Root – Whether this event can be created individually.
- Parent – Whether this event can have sub-events.
- Allowed sub-events – List of allowed sub-events.
- Child – Whether this event is a sub-event of other events.
- Rounding function – Which function to use to calculate units.
- Buffer time – Amount of time required between an event and the next.
- Require signature – Whether this event requires a signature.
- Show signature info – Will display signature information, like capture time.
- Show Event info – Show additional details of the event, such as creation, last updated, etc.
- Allow overlapping (Client) – Whether this event can overlap with other client events.
- Allow overlapping (User) – Whether this event can overlap with other events of the user.
- Allowed days – Allowed days to create this type of event.
- Start time – Minimum Start Time for this event.
- End time – Maximum End Time for this event.
- Lead time – Amount of time allowed to create in advance.
- Lag time – Amount of time allowed to create in the past
- Cut-off dates – Last day to be created will always be at the end of the day.
- Allow Travel – If this event allows adding travel information (distance and duration).
- Color
- Max Duration (Event) – Maximum duration of the event
- Min Duration (Event) – Minimum duration of the event
- Max Duration Per Day (Client) – Max Duration of all events for the same client per day.
- Max Duration Per Day (Provider) – Max Duration of all events for the same user per day
- Max Duration Per Week (Client) – Max Duration of all events for the same client per week.
- Max Duration Per Week (Provider) – Max Duration of all events for the same user per week.
- Max consecutive days (Client) – Max Number of consecutive days with events for the same user.
- Max consecutive days (Provider) – Max Number of consecutive days with events for the same user.
- Skip Global restrictions – Whether this event will skip global restrictions
- Share NPI data – Opt-in to share NPI basic stats to improve restrictions
On Custom fields tab, you can add the fields you consider can have the event.