2022 04 APRIL
Complete
Allow Fee Items to be Set on Funding Sources
Add to Funding Source Templates the recording of a fee item available with that funding
Update the Funding Source Modal on Client to show and allow capture of fee items linked to the funding
Update the existing rule that validates the services a user can select to extend to validating the fees a user can select when adding fees to a client, and also when adding on a quote
Update the Invoice Export particularly the limit to outlet id to also limit the fees based on the outlet id that the fees are linked to
Allow a 'fee in deduct from funding' to be set to waived
Certain Fees of the type ‘Funds in Deduct’ can be waived by the organisation. This means the client is meant to pay this fee but the organisation will allow them to not pay it. It still deducts from the client available funding but it is not charged to the client. To support this we have
Add a check box on Fees that are of the type Funds In Deduct from Funding
When that Check Box is selected the statement generated for that client should reduce the funding by this amount but not charge it to the client and not count it as income
When the check box is selected the Invoice Output for the client should not charge this to the client
Allow for invoice exports to include or exclude waived fees
Updated the quotes calculations and quotes view to support waiving of fees
New Rate Treatment Type $ or % Per Unit
This is an amount that’s added to or subtracted from the rate. This can be done visibly (by adding an extra line item that has the same quantity as existing line items) or invisibly (by modifying the rate on existing line items). This is in addition to the existing treatment types:
- % Fee / % Discount (“percentage”) - This multiplies the rate. This can be done visibly (by adding an extra line item to represent the fee/discount) or invisibly (by modifying the rate on the existing line item).
- $ Fee / $ Discount (“fixed”) - This adds an extra billing line item with a fixed rate as long as the booking already has at least one billing line item for this billing category. This does not support the “invisible” setting. The quantity is always 1.
HCP Claim File
HCP claim file it has the following fields:
serviceNapsId = New Filed on Organisation Settings
claimYearMonth = Based on the start date set to the month and year
careRecipientId = Aged Care Department ID on the Patients Table (department id i think) “this is 'department_number' based on database“
familyName = Last Name of Client
givenName = First Name of Client
amount = Sum of all line items charged in the period
invoices
Include / Exclude
All Fees funds Out
All Charges for Services, Travel, Manal Line Items
NO Funds IN
Tax
if there is a manual line item that is tax exclusive then you need to add 10% to that item
To get the sum of all items
((bookings[].deltaItems[].rate * bookings[].deltaItems[].quantity) * ((bookings[].deltaItems[].tax === "exclusive") ? 1.1 : 1) * no. of line items) + (total amount of funds_out type in fees[].deltaItems[])
Flag a TimeCategory line item on a Booking
- Default (““)
- Indirect (“indirect”)
- Transport (“transport”)
In Invoice Outputs
If 2 or more line items of the same billing category type have different Claim Types then they MUST NOT be combined
Add to the invoice output
Native - Add claimType property to billing line items
MYOB, XERO, EPICOR - if claimType is not empty, append “Indirect” or “Transport” to the end of the description
NDIS Claim Export, we should set the Claim Type based on the following rules:
If the booking is cancelled and bill_if_cancelled is set, use “CANC”.
Otherwise, if claimType is “indirect”, use “NF2F”
Otherwise, if claimType is “transport”, use “TRAN”
Otherwise, if billingcategory_type_id is 2 or 3, use “TRAN”
Otherwise, if billingcategory_type_id is 1 and refSix (index 5) is set, use refSix value
Otherwise, leave null
Bugs and Minor Improvements
- Improve behaviour of filters on the scheduling pages
- Service Review - Amend display of booking times based on if the booking is cancelled and if it has or has not been flagged to bill or pay anyway
- Added the ability for Coordinator Admin to be able to view the work availability of staff of Coordinator Admin Filtered users on their profiles
- Update DEX exports to look for 'starts with' relevant reference as opposed to equals allowing for more flexibility for field use
- Additional support for Call Out Fee values on Service Review Board in line with recent changes to planned, actual or custom
- Update DEX Exports to look for starts with 'CHSP' or 'ER' or 'MUSTER' as opposed to =
- Improvements to client group treatment handling on invoice exports
- Client Statement Updates and Improvements to display of funds in deduct from funding, and funds in add to funding on the statement summary
- Client statement update and improvement to display fee summary as one table with additional column fro fee funding type as opposed to separate tables for each
- Client Statement Updates and Improvements to show multiple recent balances of different types or balance sources
- Client Statement Updates and Improvements improvements with currency formatting
- Media Categories for News and Policies update on Mobile App
- Allow adding consumables to booking from mobile app
- Single Sign On to new and improved support desk,
- Single Sign On to the support chat