Handling Regional Public Holidays in Billing and Payroll

Overview

Currently, Carevision automatically applies Public Holiday rates only for Nationwide Public Holidays.
For Regional Public Holidays, an additional step is required to manually create and apply the corresponding rates to bookings that fall on these dates. This ensures that clients are billed correctly and staff members are paid in line with the applicable holiday rates.

Creating the Billing Category

We need to create a separate Billing Category for Regional Public Holiday to be able to select this to a booking or shift and apply the rate needed.

Go to Settings, then go to Billing Categories

Click CREATE BILLING CATEGORY

Set NAME and TYPE,  then Click SAVE to record the Billing Category in the system

Let's look for the newly created Regional Billing Category and open it. Here we will start configuring it's settings.

Click DRAFT RATE SET dropdown, then click CREATE DRAFT

Set an Effective Date, UNIT. The Trash Icon also allows us to remove Time Blocks that we don't need.

On this example, we will set the Effective From Date to January 1, 2025. Then the Unit to Hours. Then will only leave the Default Time Block (Since there is only 1 rate for the Public Holiday and it is the highest rate). Also fill-out the applicable Ref codes for billing and wages.

Once you are good with the setup of your Regional Billing Category, click the SAVE button inside the DRAFT.

Then click PUBLISH

Then click the SAVE button to save the whole Billing Category

Adding the Regional Billing Categories to the Services

Now that we have the Regional Public Holiday rate created. We can now add this to the applicable Service Offerings.

Go to Settings > Services

For this example, I will include the Regional Billing Category to Personal Care service.

Look for the Regional Billing Category and select, then set Effective From date.

Leave ACTIVE BY DEFAULT blank.

The way this will work is if a booking has been rendered during a Regional Public Holiday, we have to switch the current billing category selected into the Regional Billing Category and resave the booking in Service Review.

SAVE the Service template.

Add the Regional Billing Category to the Client Funding Source

To make sure that the booking with Regional Billing Category will not have error in Service Review. We have to add the Regional Billing Category to the Client Funding Source.

Applying the Regional Billing Category into a Booking

If a booking has been rendered during a Regional Public Holiday, we need to modify the booking in Service Review, untick the usual Billing Category (from Care Plan), and then tick the Regional Public Holiday billing category and Save the booking.

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