Caregiver Expense Reporting
Overview
Caregivers can provide expense reporting, which automatically creates an adjustment (a separate, billable line item) to be charged to the client on their next invoice. Caregivers can also upload receipts to verify purchases, which can in turn be flagged in the Visit Approval Dashboard for review.
This article includes:
Administrative Visit Approval Dashboard Review
The Caregiver Viewpoint
Expense Reporting
Expense reporting, once turned on, will appear in the mobile app like the following:
Receipt Reporting
When caregivers report an expense, the general expectation is they will upload the corresponding receipt in the same visit with the mobile app.
To upload a photo, simply click the Upload Photo button during clockout. For further details, click here.
Administrative Visit Approval Dashboard View
Once expenses have been entered by a caregiver and the visit is approved, an adjustment will be built and made available during the Calculate Billing step.
