Billable Tasks (Support Coordination & Care Management)

Billable Tasks are now available for Support Coordinators and Care Managers working with clients who's day-to-day activities are not a direct service.

This feature introduces a clear and auditable way to capture time spent on coordination, planning, and administrative work that would otherwise be lost in notes or spreadsheets.

Using the new Billable Tasks interface (see image), coordinators can:

• Create individual or grouped tasks: e.g., “Care Plan Review”, “Client Monthly Check-In”, “Weekly Report”.
• Add time manually or via timers, with flexible options for entering duration or total minutes worked.
• Assign service categories such as Support Coordination, Plan Management, or Case Management.
• Mark tasks as complete to automatically generate a Billable Entry, ready for invoicing.
• Instantly see weekly totals for hours and minutes logged, giving real-time visibility into billable activity.

All tasks roll up into the client’s billable entries and can be exported through Bulk Invoice Generation.

This reduces admin time and eliminates the need for manual spreadsheets or double entry.