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.
Related Articles
Sleepover Billing & Payroll
Overview CareVision provides support for scheduling, tracking, billing, and paying sleepover bookings. A sleepover booking is a booking during which the staff member may sleep when they are not working. Key terminology / concepts Sleep Period - The ...End-of-Month Billing Process
End-of-month billing involves invoicing clients or their plan managers for services provided. Keeping client information up to date is important to make sure the billing process is accurate and meets all requirements. This documentation guides you ...Guide to Updating CHSP Billing Categories
Keeping your billing categories up to date helps ensure your records stay accurate and your processes run smoothly. This document describes how to update CHSP billing categories in order to update the service type ID. Keywords: chsp, billing, ...Track Manual Line Items
What is Manual Line Item When billing a client, there are cases when there's a need to include additional charges. This includes consumables, purchases, and additional service charges that need to be charged to the client in a service booking. That's ...Common Booking Issues and Solutions
Managing bookings is important for accurate billing and service delivery. This document describes the most common booking issues you may encounter and provides steps to identify and resolve them. As part of the billing process, we recommend reviewing ...
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.