Travel Premium Rules

Executive Summary

Travel Premium Rules is the setup screen where administrators define the rules used to calculate travel premiums for employees. A rule says how travel time is valued, whether travel to the first visit, between middle visits, from the last visit and back home qualifies, where travel is measured from (the employee's address or the nearest office location), the distance that must be exceeded, and which AlayaCare premium codes are used for travel distance and travel time. Each rule also lists the service codes it applies to, with the visit statuses and cancel reasons that qualify. A rule and its service codes can be exported to Excel.

Key Features

• Review the list of travel premium rules
• Add a new rule with travel time, first visit, middle visit, last visit and return allowance settings
• Open a rule to review its settings and change them
• Choose the AlayaCare premium code used for each travel distance and travel time premium
• Assign service codes to a rule, with the visit statuses and cancel reason codes that qualify
• Filter a rule's service codes by name
• Export a rule and its service codes to Excel
• Delete a rule or a service code from a rule

Typical Workflow

1. Click Add, enter a File As name and the travel settings, and click Save.
2. Click the edit icon on the rule (or right-click it and choose Edit) to open it.
3. On the Service Codes tab, click Add to assign each service code the rule applies to, tick the visit statuses that qualify, optionally choose cancel codes, and click Save.
4. On the General tab, click Edit to change the rule's settings.
5. Click Export for a spreadsheet copy, or the back arrow to return to the list.

Available Permissions

The following permissions are available to be assigned to AlayaCare Roles:

Main Grid

The grid lists the travel premium rules (14 rows per page).

Actions

Dialog Components

Travel Premium Rule (Add)

Opens from Add. File As is required ("Please enter a File As" is shown otherwise). Click Save to create the rule, or Cancel. The same fields are used when editing a rule from its detail page.

Travel Premium Rule (Detail Page)

Opens from the edit icon or Edit on the right-click menu. The page shows the rule's File As and an Export button. Use the back arrow next to the heading to return to the list.

Tabs

Service Codes — Grid

Service Codes — Grid Filters

Click Apply Filter to refresh the list. Use Clear Filter to reset.

Service Codes — Grid Actions

General Tab

Shows the settings listed above for the Add dialog, read-only, in the groups First Visit, Middle Visit, Last Visit and Return Allowance. Premium codes are shown as the code with its AlayaCare ID. Click Edit to open the rule for editing (same fields as the Add dialog, plus the Travel Time group). Save stores the changes and Cancel closes without saving.

Service Code

Opens from Add or Edit on the Service Codes tab. Click Save to store, or Cancel.

Dependencies

The following tables must be configured for lookups on this view to work:

Processing Overviews

This section describes what happens after you confirm a processing action.

Export

1. Builds a workbook with two sheets. The first, ActivityCodeRules, lists the rule's settings as label and value pairs (File As, the include options, locations, threshold distances and premium AlayaCare IDs for first, middle and last visits, and the return allowance settings).
2. The second sheet, Service Codes, lists each service code on the rule with AC ID, Service Code Name, Service Code Description, Scheduled, Completed, Approved, Cancelled and Cancel Reason Codes.
3. Downloads the file, named TravelPremiumRules_{date and time}.xlsx, and shows "Exported Successfully".