Carevision Reference Codes Table

Reference codes play an important role in how CareVision organizes and processes information for billing, payroll, and reporting. Understanding these codes supports accurate mapping and integration across different parts of the system.

This topic lists the Reference Codes in CareVision.

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I. What are Reference Codes?

Reference codes are unique identifiers that map, categorize, or link elements within the system at the organisation, funding source, and billing category levels for billing, payroll, and reporting. Reference codes help integrate CareVision with external systems and keep financial and operational processes consistent.

II. Reference Codes Table

Carevision Reference Codes Table
Index	Reference	Name	Description	Notes
0	Ref 1	Income Account	Used as Activity ID in MYOB Activity Slip and MYOB Time Billing	If left blank, this will default to the Billing Category’s Organisation Reference. Epicor = Part Number Xero = Account Code
1	Ref 2	Cost Account	Cost Centre (Payroll Metrics) and Payroll Category (MYOB)	Used as CostCode
2	Ref 3	Service Type ID (CHSP)	CHSP Service Type Identifier	Used as DEX ID / service type ID
3	Ref 4	Support Number (NDIS)	NDIS Support Number	Used as claim ID; also added to Note field in MYOB Time Billing with description, time, and adjustment status
4	Ref 5	Case ID (QCSS)	QCSS Case Identifier	Maps to QCSS-OMS CaseId
5	Ref 6	Claim Type (NDIS)	NDIS Claim Type	Used as NDIS code / claim type
6	Ref 7	Type of Charge	Charge classification	Used to define charge type
7	Ref 8	Job	Job reference (MYOB Time Billing & Payroll)	Used as Debit Ledger Code
8	Ref 9	Credit Ledger Code	Credit ledger reference	Maps to CREDIT_LEDGER_CODE
9	Ref 10	Credit Account	Credit account reference	Maps to CREDIT_ACCOUNT
10	Ref 11	Role	Role classification	Maps to ROLE
11	Ref 12	Service Type	General service type classification	Maps to SERVICE TYPE and WIC Code
12	Ref 13	Territory ID	Territory identifier used in Epicor participant export	Maps to DEPT
13	Ref 14	Rate Indicator	Indicates applied rate type	Used for time category billing (e.g. PH, WEEKDAY)
14	Ref 15	Pay Element / Sleepover Description	Payroll-related descriptors for sleepovers, interruptions, travel, and callouts	Used across Payroll Metrics and Xero Payroll (EarningsRateID)
15	Ref 16	HACC Category	HACC classification	Used for HACC export
16	Ref 17	Income Code Prefix	Prefix applied before Income Account	Upcoming feature for Natural Accounts
17	Ref 18	Cost Centre Prefix	Prefix applied before Cost Centre	Upcoming feature
18	Ref 19	Internal PayGlobal Reason Codes	Internal codes (e.g. L.MEETINGS, L.TRAINING)	Used for internal payroll tracking
19	Ref 20	Payroll Time Type Code	Payroll time classification	Used in Aurion
20	Ref 21	Public Holiday Not Worked Code	Code for PH not worked	Defaults to PHNW if blank (Aurion)
21	Ref 22	Work Type External ID	External work type identifier	Used in KeyPay payroll export for non-broken shifts
22	Ref 23	Default Travel Mileage Reference	Organisation-level travel reference	Replaces default value 3643 (KeyPay)
23	Ref 24	Work Type External ID (Time-Based)	Time-based work type identifier	Defaults applied instead of blank (KeyPay)
24	Ref 25	Service Type	SAH Service Type	Used for SAH billing and claiming
25	Ref 26	Service Type	SAH Service Type	Used for SAH billing and claiming
26	Ref 27	TechOneAR Invoice Value	Invoice value reference	Included in participant header row; maps to LLDGCODE
27	Ref 28	SAH Health Professional Type (HPT) Item Codes	Health professional service codes used for SAH billing and claiming	Configure under Settings > Line Item Templates. Assistive Technology: Allied health assistance: SERV-0027 Podiatry: SERV-0028 Social work: SERV-0029 Speech pathology: SERV-0030 Diet or nutrition: SERV-0031 Aboriginal or Torres Strait Islander Health Practitioner assistance: SERV-0032 Aboriginal or Torres Strait Islander Health Worker assistance: SERV-0033 Physiotherapy: SERV-0034 Psychology: SERV-0035 Exercise physiology: SERV-0036 Occupational therapy: SERV-0037 Counselling or psychotherapy: SERV-0038 Music therapy: SERV-0039 Other: HPT-OTH Home Modifications: Occupational therapy: SERV-0037 Other: HPT-OTH
28	Ref 29	AT-HM Business Item ID	SAH Business Item Identifier	Used for SAH billing and claiming
29	Ref 30	SAH Business Service ID	Located in Column C (or Column D if error information is included)	Enter value: SERV-0016 Note: Columns adjust based on errors in Column A.
30	Ref 31	SAH Service Name	Located in Column G	Enter value: Direct Transport Note: Columns adjust based on errors in Column A.
31	Ref 32	SAH Business Service Type ID	Located in Column F	Enter value: SERT-0005 Note: Columns adjust based on errors in Column A.
32	Ref 33	SAH Service Type Name	Located in Column E	Enter value: Transport Note: Columns adjust based on errors in Column A.
33	Ref 34	SAH Service Group ID	Located in Column B	Enter value: SERG-0001 Note: Columns adjust based on errors in Column A.
34	Ref 35	SAH Program ID	Located in Column A	Enter value: PROG-0003 Note: Columns adjust based on errors in Column A.
40	Ref 41	CHSP DEX Meals provided	Identifies whether meals were provided during a respite session.	Configure under Settings > Line Item Templates
41	Ref 42	CHSP DEX Texture Modified Items	Identifies whether a meal was prepared using a different method to modify its consistency for a specific dietary need.	Configure under Settings > Line Item Templates
42	Ref 43	CHSP DEX Meal Type Fields	Records variations in the types of meals delivered by a funded organisation during a reporting period. Available meal types are Main Meal, Light Meal, Dessert, Beverage, and Snack.	Configure under Settings > Line Item Templates
43	Ref 44	CHSP DEX Meals Cooked Offsite	Identifies whether meals were prepared away from the funded organisation’s own premises.	Configure under Settings > Line Item Templates

III. Sources of Reference Codes in CareVision

Reference codes in CareVision come from three main sources:

1. Organisation Reference Codes

These are set up on the Settings > General Configuration page in the web portal.

2. Funding Source Reference Codes

You can set up reference codes on the Funding Sources > Funding Template > References section. These codes are created within funding source templates and are copied to client funding records when those records are established. After copying, updates to the original template do not affect existing records, which maintains consistency for each client.

3. Billing Category Reference Codes

You can set up reference codes at the billing category level by navigating to Billing Categories, selecting a billing category, and adding reference codes when editing the rate set. Line-item reference codes are used similarly to how rates are retrieved when calculating a line item. The process for retrieving and applying these references during calculations is the same as for rate retrieval.

IV. Merging Reference Codes

When generating invoices and payroll, reference codes are created by combining values from the organisation, funding source, and billing category references described above.

Income & Cost Codes

In CareVision, we recommend setting up Income and Cost Codes correctly to prevent them from being flagged during the Service Review process. Proper mapping is also required to ensure smooth processing of payroll and invoicing.

This would depend on your Chart of Accounts structure.

Income Code:

[Branch/Organisation Ref17] + [Funding Source Template Ref17] + [Billing Category Ref17] + [Branch/Organisation Ref1] + [Funding Source Template Ref1] + [Billing Category Ref1]

Cost Code:

[Branch/Organisation Ref18] + [Funding Source Template Ref18] + [Billing Category Ref18] + [Branch/Organisation Ref2] + [Funding Source Template Ref2] + [Billing Category Ref2]

If a specific reference code is not set up (for example, if the Cost Code does not include Funding Source Template Ref18), the system will still allow processing as long as:

The Income Code includes Billing Category Ref1
The Cost Code includes Billing Category Ref2

V. Override Rules for Ref 15 and Ref 24

Values for Ref 15 (Pay Element / Sleepover Description) and Ref 24 (Work type external ID) can be configured at both the organisation level and the billing category level.

Organisation Level:
The value entered at the organisation level for Ref 15 and Ref 24 applies to all bookings and/or shifts..

Billing Category Level (Override):
If a specific billing category requires a different value, you can enter a separate value at the billing category level for Ref 15 and Ref 24. The billing category-level value will override the organisation-level value for that category. If no override is set at the billing category level, the organisation-level value will be applied by default.

This topic explained the Reference Codes in CareVision. For more information about Reference Codes and Billing Categories, contact the CareVision Support Team.