Fees Billing Category Management
Why do we need Fee Billing Categories
Fee Items and their associated Fee Billing Categories are a special type of billing category that allow an organisation to create recurring billing items that are not directly linked to the provision of a service.Some types of care allow an organisation to charge recurring fees irrespective of the amount of service that is being provided. These can include Government mandated fees such as the Basic Daily Care Fee and Income Tested Fee or more discretionary fees such as service management fees.
Some fees impact the amount of Government funding a client receives and CareVision can automatically adjust the funding received based on the setup of a Fee Item being charged. As an example, setting up an Income Tested Fee Item can reduce the corresponding amount from a Home Care subsidy.
Understanding Fee Billing Categories
A Fee Billing Category sets the amount and frequency that a Fee Item should be charged at. This is then linked to one of the below Fee Items which set how the amount is treated on a client's account.
There are three types of Fee Items available in CareVision, Funds In-Deduct, Funds In-Add, and Funds Out.
If you are interested in more information, please read What are Fees, How can I use them, All the Options when Configure Fees Billing Categories and Fee Items.
There are three types of Fee Items available in CareVision, Funds In-Deduct, Funds In-Add, and Funds Out.
If you are interested in more information, please read What are Fees, How can I use them, All the Options when Configure Fees Billing Categories and Fee Items.
While
setting up Fees, users need to enter a Renewal Period, Unit of Value and Value.
- Renewal Period is how often the fee will be charged. This can be Daily, Weekly, Fortnightly, Monthly,
Quarterly, Annually, or Once-Off.
- Unit can be either the Fee Amount or a Fee %.
- Value is the amount to be charged for the selected renewal period and should be entered as a positive number with decimal places.
Like other types of Billing Categories users
can also add Client Group Treatments to globally increase or decrease a Fee Value for a specific group of clients.
Fee Leave Treatments can be set to vary or stop the charging of a Fee Billing Category based on the type of leave a client is on.
Please read Using Client Groups for GST Treatments and Using Client Leaves for Discount Treatments on Fees for more information of these topics.
Fee Leave Treatments can be set to vary or stop the charging of a Fee Billing Category based on the type of leave a client is on.
Please read Using Client Groups for GST Treatments and Using Client Leaves for Discount Treatments on Fees for more information of these topics.
How to configure Fees Billing Categories
1. Click Settings on the side bar menu.
2. Select Billing Categories.
3. On the Billing and Funding page, click the Create Billing Category button.
4. A popup will be displayed to set the following fields: Name, Type, Organisation Reference, Archive Date.
5. Enter the Name of the billing category being created. This is a label to identify the fee billing category. This is a required field and cannot be left blank.
6. Select the Type on the dropdown list which categorizes the Billing Category. This should be set to FEES.
7. Upon selecting the FEES type the Rate Sets section will be displayed.
8. Click on the Draft Rate Sets arrow to toggle this section.
9. To create a new draft rate set, click the Create Draft button.
10. Fill up the Effective From date.
11. From the dropdown, select the Renewal Period
12. Select the Unit from the dropdown list, Fee Amount refers to a fixed fee price while Fee % is used if the fee will be calculated based on a linked funding source.
13. Set a numeric value, this will hold either a percentage value or an amount value.
14. Optionally, References can be added which are used for report generation. To set references, click the + Add Ref link.
15. Click the Save button. To discard, click the Cancel button.
16. To set as the active rate set, Click the Publish button.
17. Click the Save button found on the bottom of the screen.
Add Client Group Treatment
If there is a need to add a Client Group Treatment please refer to Using Client Groups for GST Treatments.
Add Fee Leave Treatment
If there is a need to add a Fee Leave Treatment please refer to Using Client Leaves for Discount Treatments on Fees.
Once a Fee Billing Category has been created it must then be linked to a Fee Item.
How to configure Fee Items
1. Click Settings on the side bar menu.
2. Select Fee Items.
3. On the Fee Items page, click the Create New Fee Item button.
4. A popup will be displayed with the following fields: Name, Fee Type, Billing Category, Description.
5, Enter the Name of the Fee Item template being created. This is a label to identify the Fee Item template. This is a required field and cannot be left blank.
6. Select the Fee Type on the dropdown list which categorizes the fees. Fee types can be one of the following:
- Funds In Add to Linked Funding
- Funds In Deduct from Linked Funding
- Funds Out
7. On the dropdown list, set the Billing Category. This list will display all the active Fee Billing Categories.
8. Optionally, a more detailed Description can be set to the Fee Item template being created.
9. Click the Save button.
To remove an existing Fee Item Template, click the Delete button.
A confirmation message will be displayed. To proceed, click the Confirm button. Otherwise, click the Cancel Button.
This action cannot be undone once confirmed.
Once a Fee Billing Category has been attached to a Fee Item the Fee Item is ready to be used in Funding Templates, Quotes and of Client Care Plans.