OBJECTIVE: This article provides the instructions on how to run a payroll report as part of the payroll checklist to ensure visits and premiums are approved timely and accurately.
Visit Verification Progress Report
1. Log in to AlayaCare and click on Data Exploration 2.0.
2. The path to take to view the Visit Premium Report is Group> GA Reports> Payroll.
3. You will see a list of payroll reports per branch, scroll to the middle of the page and click on Visit Verification Progress Report. To open the report, click the Three dot icon and click on “Explore from here”.
4. If you would like to change the filter of the report where it states "Visit Start Date is in the last 7 days" at the top of the report, click on Filters.
5. To update the filter, update the field next to days highlighted below.
6. Review the data in the report to ensure all visits are approved and if not approved, cancelled with the appropriate cancel code. We'll need to review the visits that are Rejected or Not Approved under the "Visit Approval Status" column to ensure its accurate for payout.
Validating Premium Report
1. Log in to AlayaCare and click on Data Exploration 2.0.
2. The path to take to view the Visit Premium Report is Group> GA Reports> Payroll.
3. You will see a list of payroll reports per branch, scroll all the way to the bottom to locate the Visit Premium Report and open it by clicking the Three dot icon and click on “Explore from here”.
4. If you would like to change the filter of the report where it states "Visit Start Date is in the last 7 days" at the top of the report, click on Filters.
5. To update the filter, update the field next to days highlighted below.
6. To download the report for review in an Excel document click on the cogwheel icon on the top right and select Download.
7. Set up the parameters of the report as shown below. This will make the report download as an Excel Document and you are able to rename the report, if you mark include all results you will get all the results greater than 500 appear onto your report. Then click Download.
7. Open the report and apply filter to view the data easier. From this view you will be able to view the premium for Mileage added to visits and the quantity and validate the accuracy of premium and rate entered.
Source: Application Support Team