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	Purpose	Notes
0	Ref 1	refOne	Income Account	Activity ID (MYOB Activity Slip & MYOB Time Billing)	If left blank, this will default to the Billing Category’s Organisation Reference. Epicor = Part Number Xero = Account Code MYOB = Activity ID credit_account
1	Ref 2	refTwo	Cost Account	Cost Centre (Payroll Metrics)	CostCode
				Payroll Category (MYOB Activity Slip & MYOB Payroll)
2	Ref 3	refThree	Service Type ID (CHSP)	Service Type ID (CHSP)	DEX ID
					service type id
3	Ref 4	refFour	Support Number (NDIS)	Support Number (NDIS)	claimid
				Added to the “Note” field, along with description, time, and adjustment status. (MYOB Time Billing)
4	Ref 5	refFive	CaseId (QCSS)	CaseId (QCSS)	QCSS-OMS → CaseId
5	Ref 6	refSix	Claim Type (NDIS)	Claim Type (NDIS)	ndis code
					claim type
6	Ref 7	refSeven	Type of charge		Type of charge
7	Ref 8	refEight	Job	Job (MYOB Time Billing & MYOB Payroll)	Debit_Ledger_code
8	Ref 9	refNine	CREDIT_LEDGER_CODE		CREDIT_LEDGER_CODE
9	Ref 10	refTen	CREDIT_ACCOUNT		CREDIT_ACCOUNT
10	Ref 11	refEleven	ROLE		ROLE
11	Ref 12	refTwelve	SERVICE TYPE		SERVICE TYPE
					WIC CODE
12	Ref 13	refThirteen	Territory ID	Territory ID - used on Epicor Clients Export	DEPT
13	Ref 14	refFourteen	Rate Indicator		Used to indicate which rate was applied, particularly for Time Category Billing Categories (e.g., “PH”, “WEEKDAY”).
14	Ref 15	refFifteen	Pay Element / Sleepover Description	Sleepover Billing Category, Sleepover Category - Sleepover Description (Payroll Metrics)
				Sleepover Billing Category, Interruptions - Pay Element (Payroll Metrics)
				Travel With Client Billing Category - Pay Element (Payroll Metrics)
				Callout Distance Billing Category - Pay Element (Payroll Metrics)
				Pay Item EarningsRateID (XERO Payroll)
15	Ref 16	refSixteen	HACC Category	HACC export
16	Ref 17	refSeventeen	Income Code Prefix	(Upcoming) Added before the Income Account, useful for Natural Accounts.
17	Ref 18	refEighteen	Cost Centre Prefix	(Upcoming) Added before the Cost Centre
18	Ref 19	refNineteen	Internal Payglobal ReasonCodes (L.MEETINGS, L.TRAINING)
19	Ref 20	refTwenty	Payroll time type code	Aurion
20	Ref 21	refTwentyOne	Public Holiday Not Worked Code	Aurion	If this field is blank, PHNW will be used as the default.
21	Ref 22	refTwentyTwo	Work type external ID	KeyPay payroll Export. Value for “Work type external ID” column for “Not a broken shift” Transaction type
22	Ref 23	refTwentyThree	Default org travel mileage reference	Keypay Component
				Replaces the hardcoded default value of 3643
23	Ref 24	refTwentyFour	Work type external ID (time-based output)	KeyPayComponent
				Added a default value for standard time-based output instead of blank
24	Ref 25	refTwentyFive	Service Type	For SAH billing and claiming purposes
25	Ref 26	refTwentySix	Service Type	For SAH billing and claiming purposes
26	Ref 27	refTwentySeven	TechOneAR Invoice Value	Value for TechOneAR Invoice	The value entered here will be included in each client header row.
				LLDGCODE column
27	Ref 28	refTwentyEight	SAH Health Professional Type (HPT) Item Codes	For SAH billing and claiming purposes
28	Ref 29	refTwentyNine	AT-HM Business Item ID	For SAH billing and claiming purposes
29	Ref 30	refThirty	Corresponds to the SAH Business Service ID (Column H) in file; enter SERV-0016 as the value.	For SAH billing and claiming purposes
30	Ref 31	refThirtyOne	Corresponds to the SAH Service Name (Column G) in file; enter Direct Transport as the value.	For SAH billing and claiming purposes
31	Ref 32	refThirtyTwo	Corresponds to the SAH Business Service Type ID (Column F) in file; enter SERT-0005 as the value.	For SAH billing and claiming purposes
32	Ref 33	refThirtyThree	Corresponds to the SAH Service Type Name (Column E) in file; enter Transport as the value.	For SAH billing and claiming purposes
33	Ref 34	refThirtyFour	Corresponds to the SAH Service Group/Service Group ID (Column B) in file; enter SERG-0001 as the value.	For SAH billing and claiming purposes
34	Ref 35	refThirtyFive	Corresponds to the SAH Program/Program ID (Column A) in file; enter PROG-0003 as the value.	For SAH billing and claiming purposes

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. Line-Item Reference Codes (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.

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