Sandata Agency Management 02-Company Window

The Company window displays all information and settings about a company associated with the agency.

The General tab on the Company window displays the basic information about a company such as tax details, the physical address, and contact information.

General

The General section on the General tab of the Company window displays basic information about the company.

Field	Description
ID	Use this field to enter the company id.
Name	Use this field to enter the company name.
Oasis ID	Use this field to enter the company’s OASIS id.
Tax ID	Use this field to enter the company’s tax id.
Submitter Prefix	Use this field to enter the company’s submitter prefix.
Taxonomy	Use this field to enter the company’s taxonomy code.
Main Loc	Use this dropdown to select the company’s main location.
This Company is Active	Select this check box to indicate that the company is active.

Address/Phone Numbers Closed

The Address/Phone Numbers section of the General tab on the Company window displays contact and physical office location information for the company.

Field	Description
Address	Use this field to enter the company’s street address.
City	Use this field to enter the company’s city.
State	Use this field to enter the company’s state.
Zip	Use this field to enter the company’s zip code. The zip code should use the full 9 digits.
Phone	Use this field to enter the company’s phone number.
Fax	Use this field to enter the company’s fax number.
Use as Remit Address	Select this check box to use this address as the company’s remittance address.

Location

The Location section of the General tab on the Company window displays all office locations the company may have in an area.

Field	Description
Name	Displays the name of the office location.

Add a Location Closed

If using electronic billing with the Service Facility Loop on the EDI tab, the location must be unique for each, using the second address line to specify each location. If using SPOC, the location name must be the legal name of the agency to pull the doctor’s orders.

To add a new location to a company:

Go to the General tab on the Companies window under Main Menu > Admin > System Setup > Companies > General.
Select the Add icon to add a location.
Select the location to be added.
Select the Save button.

Remove a Location Closed

To remove an invalid or no longer used location:

Go to the General tab on the Companies window under Main Menu > Admin > System Setup > Companies > General.
Select the location to be deleted.
Select the Delete icon to delete the location.

Admission Types Closed

The Admission Types section of the General tab on the Company window displays the admission types accepted by the company.

Field	Description
Name	Displays the name of the admission type.

General Tab Closed

The General tab on the Company window displays the basic information about a company such as tax details, the physical address, and contact information.

General

The General section on the General tab of the Company window displays basic information about the company.

Field	Description
ID	Use this field to enter the company id.
Name	Use this field to enter the company name.
Oasis ID	Use this field to enter the company’s OASIS id.
Tax ID	Use this field to enter the company’s tax id.
Submitter Prefix	Use this field to enter the company’s submitter prefix.
Taxonomy	Use this field to enter the company’s taxonomy code.
Main Loc	Use this dropdown to select the company’s main location.
This Company is Active	Select this check box to indicate that the company is active.

Address/Phone Numbers Closed

The Address/Phone Numbers section of the General tab on the Company window displays contact and physical office location information for the company.

Field	Description
Address	Use this field to enter the company’s street address.
City	Use this field to enter the company’s city.
State	Use this field to enter the company’s state.
Zip	Use this field to enter the company’s zip code. The zip code should use the full 9 digits.
Phone	Use this field to enter the company’s phone number.
Fax	Use this field to enter the company’s fax number.
Use as Remit Address	Select this check box to use this address as the company’s remittance address.

Location

The Location section of the General tab on the Company window displays all office locations the company may have in an area.

Field	Description
Name	Displays the name of the office location.

Add a Location Closed

If using electronic billing with the Service Facility Loop on the EDI tab, the location must be unique for each, using the second address line to specify each location. If using SPOC, the location name must be the legal name of the agency to pull the Doctor’s orders.

To add a new location to a company:

Go to the General tab on the Companies window under Main Menu > Admin > System Setup > Companies > General.
Select the Add icon.
Select the location to be added.
Select the Save button.

Remove a Location Closed

To remove an invalid or no longer used location:

Go to the General tab on the Companies window under Main Menu > Admin > System Setup > Companies > General.
Select the location be deleted.
Select the Delete icon.

Admission Types Closed

The Admission Types section of the General tab on the Company window displays the admission types accepted by the company.

Field	Description
Name	Displays the name of the admission type.

Add an Admission Type Closed

Only admission types in this list are available for the company. Admission types are not required, leaving this blank includes all admission types.

To add a new admission type:

Go to the General tab on the Companies window under Main Menu > Admin > System Setup > Companies > General.
Select the Add icon.
Select the new admission type.
Select the Save button.

Remove an Admission Type Closed

To remove an invalid or out of date admission type:

Go to the General tab on the Companies window under Main Menu > Admin > System Setup > Companies > General.
Select the admission type to be removed.
Select the Delete icon.
Select the Save button.

Shift Tab

The Shift tab on the Company window displays information about shift types, hours and days of the week as defined by the company. Shift groups are used when billing and/or payroll are different, based on time of day.

Shift Information Closed

The Shift Information section of the Shift tab displays information about the company’s shift groups and which are currently active.

Field	Description
Shift Group	Use this field to enter the name of the shift group.
Active	Select this checkbox to indicate that the shift group is active.
Default	Select this checkbox to indicate that this is the default company shift group.

Add a New Shift Group Closed

To add a new shift group to a company:

Go to the Shift tab on the Companies window under Main Menu > Admin > System Setup > Companies > Shift Group.
Select the Add icon.
Enter the name of the new shift.
Select the Ok button.

Remove a Shift Group Closed

To remove an out of date or invalid shift group:

Go to the Shift tab of the shift group to be deleted on the Companies window under Main Menu > Admin > System Setup > Companies > Shift Group.
Select the Delete icon.
Select the Ok button.

Shift Times Closed

The Shift Times section of the Shift tab displays the names and times of the shifts as established by the company.

Field	Description
Shift Name	Use this field to select the shift name.
Begin Time	Use this field to enter the shift begin time.
End Time	Use this field to enter the shift end time.

Add a New Shift Time Closed

To add a new shift time:

Go to the desired Shift tab on the Companies window under Main Menu > Admin > System Setup > Companies > Shift Group.
Select the Add icon to add a shift.
Use the fields to enter the shift details.
Select the Save button.

Remove a Shift Time Closed

To remove an invalid or out of date shift:

Go to the desired Shift tab on the Companies window under Main Menu > Admin > System Setup > Companies > Shift Group.
Select the shift to be removed.
Select the Delete icon to delete the shift.
Select the Save button.

Weekend Information Closed

The Weekend Information section of the Shift tab displays information about the company’s designated weekend days.

Field	Description
Start of Weekend	Use this dropdown and field to select the start of weekend day and time.
End of Weekend	Use this dropdown and field to select the end of weekend day and time.

Travel Tab Closed

The Travel tab on the Company window displays settings that are associated with the travel time task.

Field	Description
Travel Time Duration Trigger	Use this field to enter the travel time duration trigger amount.
Travel Time Max Periods	Use this field to enter travel time maximum time periods.
Travel Time Round To Nearest	Use this dropdown to select how to round travel time.
Car Fare Event Code	Use this dropdown to select the car fare event code.

Numbers

The Numbers tab on the Company window displays the various identification numbers associated with the offices under a company and is dependent on specific clinical and billing requirements.

Field	Description
Location	Use this field to select the location.
Medicare	Use this field to enter the Medicare number.
Medicaid	Use this field to enter the Medicaid number.
Oasis HHA ID	Use this field to enter the Oasis HHA identification number.
BranchID	Use this field to enter the branch identification number.
NPI	Use this field to enter the National Provider Identifier (NPI) number.

Payroll

The Payroll tab on the Company window displays the information and settings for doing payroll at a company. This includes pay rates, overtime rates, and export settings.

Payroll Settings Closed

The Payroll Settings section on the Payroll tab displays basic information about payroll frequency, identification numbers and other settings.

Field	Description
Payroll Type	Use this dropdown to select the payroll frequency. The weekly setting is used for weekly and bi-weekly payroll cycles.
Wk Begins	Use this dropdown to select when the pay week begins. This option requires using 12:00 AM as the official start of day.
Payroll ID	Use this field to enter the payroll id number.
Count Holidays first when calculating for overtime	Select this check box to include holiday hours prior to calculating overtime.

Payroll Base Closed

The Payroll Base section on the Payroll tab displays rate information and salary cap details that are calculated when doing payroll.

Field	Description
Multiplier	Use this field to enter the overtime multiplier.
Base Rate	Use this field to enter the rate to calculate overtime. This rate overrides the staff payroll rate when necessary.
Weekly	Use this field to enter the weekly hour amount.
Overtime based on	Use this dropdown to determine how overtime is calculated[DB1] .
OT Warn Only during a schedule creation and update.	Select this checkbox to receive a warning that a staff member is entering overtime when creating or updating a schedule.

Other Information Closed

The Other Information section on the Payroll tab displays holiday rate information and additional export settings. This is only used as a default in assisting with the holiday tab setup. This does not update any existing holiday information if changed after the holiday was setup.

The dropdown next to the Hourly Holiday and Visit Holiday rates can be used to increase the rates by either a dollar amount or a set multiplier.

Field	Description
Pay Holiday Rates	Select this checkbox to enable holiday pay rates.
Hourly Holiday	Use this field to enter the hourly holiday amount pay rate.
Visit Holiday	Use this field to enter the visit holiday pay rate.
Exclude Zero Items From P/R Export	Select this checkbox to exclude $0 amounts from the payroll export.

Export Settings Closed

The Export Settings section on the Payroll tab displays the format used for exporting payroll. Choosing a format restricts access to only the selected format. Leaving the field blank allows access to all formats on the Payroll Review window.

Field	Description
Format	Use this dropdown to select the payroll export format.

Images

The Images tab on the Company window displays any images associated with the company such as a logo or brand ID and are used for private pay invoices.

Add a New Image Closed

To add a new image:

Go to the Images tab on the Companies window under Main Menu > Admin > System Setup > Companies > Images.
Select the Add icon to add the new image.
Select the Choose File button.
Locate the file to be added.
Select the Open button.
Select the Save Image button.
Use the field to name the image, if needed.
Select the Save button.

Remove an Image Closed

To remove an invalid or out of date image:

Go to the Images tab on the Companies window under Main Menu > Admin > System Setup > Companies > Images.
Select the arrow to choose the image to be removed.
Select the Delete icon.
Select the Save button.

Holidays

The Holidays tab on the Company window displays all holidays established by the company including their beginning and end times, pay amounts and more.

Search Criteria Closed

The Search Criteria section on the Holidays tab displays the search filters that can be used to locate a holiday.

Field	Description
Begin Date	Use this field to filter for holidays beginning with this date.
End Date	Use this field to filter for holidays ending with this date.
Filter Type	Use this drop down to select the filter type.

Holidays

The Holidays section on the Holidays tab displays information about the different holidays that have been created in the system.

Field	Description
Holiday	Use this field to enter the holiday name.
Begin Date	Use this field to enter the holiday beginning date.
Begin Time	Use this field to enter the holid``ay begin time.
End Date	Use this field to enter the holiday end date.
End Time	Use this field to enter the holiday end time.
Pay	Select this check box to indicate that this is a paid holiday.
Global	Select this check box to indicate that this is a holiday for the entire company. This automatically adds the holiday to all companies and locations.

Add a New Holiday Closed

To add a new holiday or event:

Go to the Holidays tab on the Companies window under Main Menu > Admin > System Setup > Companies > Holidays.
Select the Add icon to add a new holiday.
Enter the holiday name.
Select the Ok button.
Complete the fields to enter the holiday information.
Select the Save button.

Remove a Holiday Closed

To remove an invalid or out of date hobby:

Go to the Holidays tab on the Companies window under Main Menu > Admin > System Setup > Companies > Holidays.
Select the holiday to be removed.
Select the Delete icon to delete the holiday.
Select the Yes button.