Setting up Service Delivery Limits Overview

To use Service Delivery Limits, you need to complete these setup items:

Sandata needs to mark the Use Service Delivery Limits check box found on the Time Tracking Settings card in DataPlus Options. (Work with the IDD Pod to it turn on. It requires a script to turn on).
Sandata needs to set the sync options for Contract Detail Limits to Service Delivery Limits on the Service Limit Settings card in DataPlus Options. These settings are read only. (Work with the IDD Pod to setup the sync settings. It requires a script to turn on along with two new package definitions. In addition, the agency must have a combined ProviderPro/Time Tracking database.)
Set the thresholds for under and over utilization trends on the Service Limit Options card in DataPlus Options.
Update any Staff Permission Groups for the staff that the agency wants to restrict from logging time with clients if a client is over their authorized hours.
Set up the Funding Source Billing Service Type Contract Code Time and Unit Service Types (in ProviderPro) (if syncing).
Turn on the Service Delivery Limit Flag if not restricting log entry when the client is over the limit.
Setup the Service Delivery Limits (in Time Tracking if not syncing) or in the Contract Detail Limits or Funding Source Service Type Contract Code Global Limits (in Billing if syncing).

Search