Utilization Tracking is essential to maintaining each individual’s budget. We must track each individual that we support to ensure that we do not overutilize the units allotted in the budget that has been given to them.
Step 1: Login to AccelTrax and start a visit like usual.
Step 2: Select the individual that you are submitting a progress note for.
Step 3: Select RETH as the Task and the hours that you worked with the individual.
Step 4: Once the note is started, it will come to this screen. To view an individual’s utilization, select the bar chart next to their name.
Step 5: Once you select the chart, this screen will appear. The important numbers to note on this screen are the Start, Expire, Auth Units, and Units Remain. To calculate the units remaining in the budget, you first figure out the number of months left in the budget by looking at the expire date. You then figure out the number of weeks left in the budget. Divide the number of weeks left by the number of Units Remain. This is the number of units remaining. Then take this number and divide by 4. This is because there are four units to one hour. This number is the number of hours allotted per week for this individual.
