Authorized Hours

In some cases, you may need to control the number of hours scheduled within a given period of time. Insurance and government health programs often impose very specific limits on how many hours will be paid, making it very important for you to keep those limits in mind when scheduling. In simple situations, it's easy enough to setup a basic schedule that respects the limits, but it can get complicated. What if there are limits on hours per day, hours per week AND hours per month? Rosemark makes it easy to keep within such limits. Authorized Hours limits are set on the Service form.

Figure 60: Setting the Authorized Hours on a Service

You can set the number of Authorized Hours at the Daily, Weekly and Monthly levels. Just type in the hours limits in the boxes as needed. If you leave a box blank, it will not check hours at that level. When you have the values you want, click the Apply button. When you apply the changes, it will immediately check to see if existing schedules conflict with the limit and warn you if they do.

You can also check the status of existing hours and limits by clicking on the Check button at any time.

Figure 61: Checking that Authorized Hours are within limits

Authorized Hours Exceeded Warnings

If any scheduling activity conflicts with any of the limits set, you will receive a warning. For example, if you expand the hours of a shift or add or remove a shift to a Service, the limits will be checked. This will also happen as you are setting the limits: it will check to see if existing scheduled hours conflict with what you have put in. Note that the system will not prevent you from scheduling beyond the limits, it will only warn you so you can decide what to do.

Figure 62: Warning that Authorized Hours will be exceeded if you continue with the change

When are Authorization limits checked?

Authorized hours are checked whenever the following events happen:

Client Canceled or Office Canceled Service to Open

Assigned or Open to ClientCanceledService

Open to Assigned

Assigned to unassigned (Open)