In certain cases, you may need to cancel or completely void a shift due to fraudulent hours, billing errors, or other administrative reasons. This process ensures proper adjustments in both the HCP’s records and the facility’s invoice.
Steps to Cancel or Void a Shift
1. Navigate to the Shift Management Screen
Open the NurseIO platform and locate the shift that needs to be canceled.
Click the pencil icon to open shift editing options.
2. Cancel the Shift and Adjust the Invoice
Select Cancel Shift from the menu.
Choose the "Binder Sale" option to void the shift entirely.
This action will:
Retract the shift from the HCP’s record.
Create a debit for the HCP, reflecting the removed hours.
Apply a credit to the facility's invoice to ensure accurate billing.
3. Verify the Adjustment in Stripe
Open Stripe to confirm the transaction.
Locate the most recent invoice and check that:
The shift has been removed from the invoice.
A credit has been added for the facility.
If this was the only shift on the invoice, the total should now be $0.
Key Notes
Use this method only for completely voiding a shift. If modifications are needed instead, consider editing the shift details rather than canceling.
Canceling a shift with Binder Sale ensures that both the HCP and the facility receive the correct financial adjustments.
Always double-check Stripe after processing the cancellation to confirm the correct adjustments.