How to finish attendance at the end of the month or more frequently

At the end of the month, certain people within your organization must submit, review, approve, and bill for the attendance entries.

Click here for a video Advancing the video to the 3:15 mark will demonstrate the review process.

Passcode: 3d!EN=5Y

The Attendance review process can be set by your System Admin or Role that has access to Admin Tools.  In Admin Tools->Attendance Setting the system defaults to Monthly (toggle off).  Monthly indicates that staff must wait to the following month to Mark attendance.  Toggling Approve Attendance Daily allows the process to be completed as soon as the same day that attendance is entered.  Customer should carefully consider how they plan to Bill and Mark Attendance before changing this setting.  More and more customers are toggling this feature on to review and bill on a more frequent basis.  Toggling this feature on and off can cause staff confusion on what was and what was not Marked.  Please consider your Marking and Billing desire, toggle appropriately and leave the feature in that setting.

Here's how the process works for the Monthly Marking.  Daily Marking will require staff to select each day to Mark.

1. Once attendance is entered in the whole month's calendar, a Mark Done button will appear. The first user, ex. the DSP, marks the attendance as Done.
2. A second user, ex. the supervisor, will now see a button called Mark Reviewed. They can mark as approved by clicking this button.
3. A third user, ex. the Director, will now see a button called Mark Approved. They can mark as reviewed by clicking this button.
4. The final user, who bills for the unit, will have a Mark Billed button. They can mark as billed by clicking this button.
   1. Please note that if you are electronically billing through Maryland's LTSS or other state electronic billing service, iCM will automatically Mark Billed, those units that were electronically billed.

And voila! The attendance for the month is complete.