This document will instruct the user how to use the Contract Fulfillment snapshot in NPAWorks. This feature is useful for a quick glance of how many hours has been completed or is needed for a client’s contract. The Contract Fulfillment snapshot can be accessed per appointment on either the client or staff calendar.
- Beginning on the main screen of your NPAWorks database,
- Click on “Client” located on the left hand side of the window.
- Select the name of the client’s calendar you wish to edit.
- To open the selected client’s calendar, click the calendar with the red pin located on the top toolbar.
- With the client’s calendar window open,
- Click on the appointment you wish to view the Contract Fulfillment snapshot for.
- Note, this will display the information for the selected appointment only. Simply click on another scheduled appointment if the client is authorized for more than one service.
- The Contract Fulfillment snapshot will be displayed on the right side of the schedule. It will display the following:
- Service – This is the name of the service display code
- Date – The date range displayed is based on authorization frequency.
- Appt Duration – This is the duration or length of the appointment.
- Appt Service Time – Here you can see the amount of service time of the appointment.
- Auth Frequency – The frequency of the selected service appointment is shown here.
- Auth Hrs – This is the authorized hours of the service selected.
- Projected Hrs – If projected hours are entered for the selected service within the client record then it will be displayed here.
- Scheduled S/T Hrs – This will show the amount of scheduled service time for the date range displayed.
- Rendered S/T Hrs – This will show the rendered hours of service time for the date range displayed.
- Remaining Auth Hrs –The remaining authorized hours are calculated by the authorized hours minus the scheduled hours.
- Remaining Proj Hrs – If projected hours are being used, then the remaining projected hours are calculated by the projected hours minus the scheduled hours.
- Please keep the following in mind while using the Contract Fulfillment snapshot.
- The snapshot can also be viewed within the staff’s scheduled and will display the appointment information pertaining to the selected client appointment.
- The Contract Fulfillment snapshot will not be displayed for ATAP users.