Add organisation billing contact on a quote and it will update the client funding organisation billing contact
Add organisation billing contact on a quote and it will update the client funding organisation billing contact
1. Navigate to an open quote or create a new one
2. Open up one of the funding sources
3. Click "Billing Organization Contact and add someone to this field
4. Here I have added "Plan Manager 123"
5. Click "Save" to save your quote as Open
6. Open up your open quote
7. Check the Organization Billing Contact is still on the quote.
8. Set the quote to Accepted before saving.
9. Click "Save"
10. Refresh the page and open up the funding sources for the client
11. Click "Home Care Package Level 4" this is the funding I added the Organisation Billing Contact To
12. Notice that the Organisation Billing Contact is in place as expected
Related Articles
Introduction to Client Quoting in CareVision
In CareVision, new quotes and contracts are generated when adding a new client, updating a client’s package during reviews, or making significant package changes. New potential clients are assigned the Lead status by default. When there is genuine ...Client Status and Stages
In CareVision, Client Status indicates the current phase of a client’s journey with your organisation, from initial contact through active service and subsequent exit. Keeping client status up to date is important for ensuring that records reflect ...Pausing Client Services & Client Leave
Client leave occurs when a client cannot receive services for a period of time due to reasons such as social leave, respite, hospital stays, transition care, or other circumstances. During client leave, services are suspended, which may affect ...Adding and Updating Client Group Meta Data on Client Profile
Coordinators are able to add a Client to a particular Client Group. Organisations create Client Groups as a way to sort out Clients according to their care or medical needs, rates, status and other specifications. The Client Minimum Data Set is ...How to create a client
When do you add a client A client is to be added when you need their information on the system for future service planning or history archive, e.g. when you source a new lead, transfer a client's information from paper documents to CareVision ...
Request an Article or Guide
We are keen to know what you want to know more about? Let us know on chat or raise a ticket for an article or topic you would like covered in more detail. We have a team of technical writers and learning content creators keen for your suggestions.