Use Profile → Billing Details when your organization has Scheduling, EVV, or both. Managers edit these fields; other roles may see read-only totals. Fields save automatically.
This tab is separate from your organization's subscription billing (Stripe). It is per profile — codes and limits for that person's scheduled work, timesheets, and EVV visits.
Service codes and Client ID
- Create codes under Scheduling or EVV → Service Codes. See Configuring service codes for Scheduling.
- On Billing Details, select Medical/Service Codes for this profile.
- Enter Client ID if your payer or export needs it. It appears on hours exports and EVV files.
Assigned codes also control which services appear when you schedule shifts for this profile.
Monthly caps — Scheduling only vs EVV
Scheduling without EVV
- Authorized Hours Each Month — one cap for the whole profile (Hours Available). Clocked time (timesheets) counts against it each calendar month.
- Hours Tracked — progress bar for the current month (resets on the first of the month).
- With multiple codes assigned, you can also set Hours by Service Code — a separate monthly cap per code.
EVV on the plan (with or without Scheduling)
- Set Hours Available and Mileage Available per assigned service code, each with its own progress bar.
- Low Billing Limits Alert — optional notice when a code has fewer than 20 billable hours or 50 billable miles left in the month.
- Block EVVs When Limit Exceeded — optional. When on, staff and guests cannot start a new EVV visit if that code’s monthly hours or mileage cap is used up. Managers are not blocked.
When EVV is on, BEHCA does not show the single profile-wide Authorized Hours Each Month field. Use per-code caps instead.
Where caps show up elsewhere
- Team Billing — By client compares worked time this month to these caps (Client utilization). See Hours worked and billing summary.
- Team Schedule — published hours for the week can trigger Authorized-hours under Needs attention when scheduling is close to the monthly cap. See Reviewing Team Schedule and conflicts.
If profile-wide Authorized Hours is zero on a scheduling-only plan, BEHCA can use the sum of per-code Hours Available values when checking the schedule.
Common questions
- I don't see Billing Details. — Your plan may not include Scheduling or EVV, or you are not a Manager.
- Where do I create service codes? — Service Codes under Scheduling or EVV, not on the profile tab itself.