Adding Timesheets

Adding Timesheet Items

When?

Please add your timesheet entries and sign off the session(s) in question as soon as you've completed the session if that is the ONLY or if it is the LAST session that the client will receive from you that month. To provide examples:

1. If you are providing an assessment without subsequent therapy, sign off after the appointment (or after you've shared the report if a report is involved).

2. If you are seeing someone for weekly appointments on 4th, 11th, 18th and 25th, for example, then sign off on the 25th.

Obviously, there'll be cases where you're not sure if the client will proceed with subsequent sessions or not. In these cases, it might be worth not signing off that session until the position is clear.

How?

Click on New session (Nest sidebar) to add a new timesheet item. You’ll be presented with a screen, on which all fields are asterisked and so have to be completed. The cost will automatically generate. If the cost is, for whatever reason, not standard, you're able to click on a box to override the cost. THE COST IS THE AMOUNT THAT THE CLIENT SHOULD BE CHARGED (i.e. NOT what you should be paid). If you would like to add a note to appear on the invoice, you can in the box called 'Session note for invoice'. By default, a client is merely told that they received a 'Session'. They are not told if it was an assessment, therapy, a meeting, etc.

If, after entering the session information, you need to add session extras (information about travel, venue hire, whether the client paid you directly for the session, etc.), press CREATE & ADD EXTRAS. Otherwise, press Create.

Note that if you add session extras, you then have to press the Save Changes button at the top of the screen.

To see the sessions that you have added to your timesheet, choose the ‘Sessions list’ menu option.