Billable Log - Error Management

A NOTE ABOUT ACCESS: This function is available to authorized users only. In addition, those who have access to this function may not have access to all fields and buttons mentioned in this document. Please contact the person who set up your access rights if you have any questions.

 

Billable Log validations are managed via the Billable Log Errors tab. The Errors tab will list errors associated with the Billable Log record. From this screen the user will be able to view current and past errors as well as manage each error separately. After the disposition of each “Undecided” error has been determined the record will either be set to “Rejected” or “Validated.”

 

Go to Service Management  > Billable Log tab > Select Work with Errors > click ‘Go’

Agency Setup: Address ID

Error Code: 110          Ignorable?: No

Cause

An Address ID value does not exist for the Agency for the Paying district on the FMS Export tab.

 

Resolution

Check the Agency’s FMS Export tab for an address record that matches the RFP’s Paying District.

 

This error must be confirmed. Once the Address ID has been supplied for the Agency then the record may be reprocessed.

Notes

Paying District from the RFP is the one valid for the date of service delivery.

 

 

Agency Setup: Vendor ID

Error Code: 109          Ignorable?: No

Cause

An FMS Vendor ID value does not exist for the Agency on the FMS Export tab.

 

Resolution

Check the Agency’s FMS Export tab.

 

This error must be confirmed. Once the Address ID has been supplied for the Agency then the record may be reprocessed.

Notes

 

 

RFP Cancellation Date Range

Error Code: 100          Ignorable?: Yes

Cause

The Date of Service falls within an RFP Cancellation date range.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Check the related RFPs Cancellation tab for conflicts with the Billable Log’s Service Date.

Notes

 

 

 

Daily Allocated Units

Error Code: 102          Ignorable?: Yes

Cause

The current record has contributed to exceeding the daily-allocated units of service.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

To see all records contributing to the total units delivered for the day of this service, filter the Billable Logs by the associated RFP ID on the date of service for the record in error.

 

Billable Logs with a status of DRAFT or REJECTED are not included in the total calculation used for this validation.

Notes

Only applies to Hourly Rate Billable Logs.

 

1 Unit = 5 Minutes

 

Units of service for the Billable Log can be found on the Billable Log screen’s Log Information tab in the Billable Information section.

 

The allocated, or total number of units of service that may be delivered in a single day is equal to the Minutes value on the associated RFP’s Service Request tab in the Period Information section.

 

It is possible that more than one service session was delivered to the student in a single day, and therefore, more than one Billable Log is contributing to the total units delivered for the day. This validation sums up all Billable Log records for the RFP ID on the day of this service where the Billable Logs have a status of ERROR, VALIDATED, APPROVED, INVOICED or EXPORTED.

 

Districts Match

Error Code: 106          Ignorable?: Yes

Cause

The Billing and Paying districts from the RFP (based on service delivery date) and the Student’s district at the time the service was delivered are not all the same.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Check the RFP Billing and Paying District values and the Billable Log’s Log Information tab for the School at the time of service delivery.

Notes

 

 

 

 

Overlap: Provider

Error Code: 103          Ignorable?: Yes

Cause

The time of day that the provider delivered this service is in conflict with another record in the system; showing the provider was with another student at the time, or that the provider did not have sufficient time to travel between locations for service delivery.

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Review Conflicting Service Visits listed at the bottom of the Billable Log Errors tab.

Notes

This validation uses the start time, duration and location of the service delivery to compare with other records.

 

The Billable Log’s Start and End times (displayed on the Log Information tab in the Billable Information section) are compared it to other records in the system to determine if the provider was previously engaged.

 

This validation also uses the Location where the service was delivered (Billable Log’s Log Information tab, Billable Information section, Service Location field) to determine if the provider had sufficient time to travel between locations.

 

The start time, duration and location information for the current record is compared to the provider’s other Billable Logs with a status of ERROR, VALIDATED, APPROVED, INVOICED or EXPORTED to ensure there was not overlap of services.

 

Overlap: Student

Error Code: 104          Ignorable?: Yes

Cause

The time of day that the student was provided this service is in conflict with another record in the system; showing the student was with another provider at the time, or that the student did not have sufficient time to travel between locations for service delivery.

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Review Conflicting Service Visits listed at the bottom of the Billable Log Errors tab.

Notes

This validation uses the start time, duration and location of the service delivery to compare with other records.

 

The Billable Log’s Start and End times (displayed on the Log Information tab in the Billable Information section) are compared it to other records in the system to determine if the student was previously engaged.

 

This validation also uses the Location where the service was delivered (Billable Log’s Log Information tab, Billable Information section, Service Location field) to determine if the student had sufficient time to travel between locations.

 

The start time, duration and location information for the current record is compared to the student’s other Billable Logs with a status of ERROR, VALIDATED, APPROVED, INVOICED or EXPORTED to ensure there was not overlap of services.

Program Allocation

Error Code: 107          Ignorable?: No

Cause

The RFP’s Program Source and Paying District do not match an entry in the Program Source Allocation table.  A Program Source Allocation record was not found.

 

Resolution

Check the Program Source and Paying District from the RFP against values in the Program Allocation Maintenance table.

 

Notes

Must be managed at the District Level by users responsible for Program Allocation Maintenance.

 

 

 

Provider and Billing Type Authorization

Error Code: 101          Ignorable?: Yes

Cause

The Provider is not listed as valid on the linked Contract’s Billing Type for the date of service.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Check the Provider against the Contract’s Billing Type entry for valid Provider dates.

Notes

 

 

 

 

Submission Date

Error Code: 105          Ignorable?: Yes

Cause

The date of DOE Approval is GREATER than the Billable Log Service Date by 90 or more days.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Notes

 

 

 

 


Service Frequency

Error Code: 108          Ignorable?: Yes

Cause

The service was delivered more times than is specified by the RFP for the prescribed interval. 

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Check the Interval and Frequency value on the RFP and search for other records delivered within that interval.

Notes

Based on the RFP, the service may be limited in the number of times it can be delivered within a period of time.

 

Within the Interval specified on the RFP, if the service is delivered on more days than is specified by the Frequency value, then this error is generated.

 

The Interval value is found on the RFP screen’s Service Request tab in the Period Information section.

 

The Frequency value is found on the RFP screen’s Service Request tab in the Period Information section.

 

Only applies to Hourly Rate Billable Logs.

Does NOT apply to RFPs with Frequency “Anytime” or Interval set to “Day”.

 

 

Service Sequence

Error Code: 111          Ignorable?: Yes

Cause

This service was delivered too close to another service within the same Interval. The minimum number of days between service delivery dates has been exceeded.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

Check the RFP for Interval and Frequency values and search for other records within the same Interval.

Notes

Only applies to Hourly Rate Billable Logs.

Does NOT apply to RFPs with Frequency “Anytime” or Interval set to “Day” or “Once”.

 

Minimum Days (MD) between service delivery sessions is calculated to determine the proper spacing for the delivery of services. When the number of days between records is less than the MD value then an error is generated.

 

Total Allocated Units

Error Code: 113          Ignorable?: Yes

Cause

The total Billed Units for all submitted records is greater than the RFP’s total allocated units.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

The Total Allocated Units value can be found on the Billable Log’s Errors tab by selecting the error record from the Error Information list and viewing the Detailed Error Description.

 

The equivalent Total Minutes value can be found on the RFP’s Service Request tab.

 

To review all records billed against the RFP, filter the Billable Log by RFP ID.

Notes

Only applies to Hourly Rate Billable Logs.

 

1 Unit = 5 Minutes

 

Units of service for the Billable Log can be found on the Billable Log screen’s Log Information tab in the Billable Information section.

 

The allocated, or total number of units of service that may be delivered in a single day is equal to the Minutes value on the associated RFP’s Service Request tab in the Period Information section.

 

It is possible that more than one service session was delivered to the student, therefore, more than one Billable Log may be contributing to the total units delivered for the service. This validation sums up all Billable Log records for the RFP ID where the Billable Logs have a status of ERROR, VALIDATED, APPROVED, INVOICED or EXPORTED.

 

Interval Limit

Error Code: 117          Ignorable?: Yes

Cause

The service was delivered more times than is specified by the RFP for the prescribed weekly or monthly interval and the current record has contributed to exceeding the allocated units of service.

 

Resolution

Resolution policy for ignoring the error is to be defined by DOE.

 

To see all records contributing to the total units delivered for the specified interval of this service, filter the Billable Logs by the associated RFP ID within the interval of service for the record in error.

 

Billable Logs with a status of DRAFT or REJECTED are not included in the total calculation used for this validation.

 

Notes

Only applies to Hourly Rate Billable Logs.

 

An Error is generated if:

  • The RFP is Hourly Rate

  • AND the compared services includes the Approval Set and records where status  = “Error”, “Validated” “Approved”, “Invoiced” or “Exported”

  • AND

    • IF, Interval = Week AND Frequency = “Anytime” AND the total minutes delivered for all service deliveries within the specified Interval > Minutes

    • Else IF, Interval = Month AND Frequency = “Anytime” AND the total minutes delivered for all service deliveries within the specified Interval > Minutes