Tips and Tricks

March 8th, 2013

Adjusting HCPs’ day banks

When an HCP is transferred from another coordinating office, it is highly probable that she already has used some of her APSS days.

In order for these days to be accounted for in the HCP’s day banks, you can use the Day Bank Adjustment wizard. Select the “HCPs” option and check the type of bank to adjust. Select the HCP’s record.

At the adjustment step, in the Adjustment column for each type of APSS days, enter the number of days already used.

You can also use the Day Bank Adjustment wizard for HCPs that were closed during the summer period, for example.