How to Process Taxi Vouchers for Home Care Packages vs DEX CHSP Programs

How to Process Taxi Vouchers for Home Care Packages vs DEX CHSP Programs

In some cases, additional expenses such as special supplies, purchases, or specific service fees must be added to a client’s billing record. These expenses are documented as manual entries within the billing system. Taxi Vouchers, which are provided to assist clients with transportation, are included in this category and should be entered as manual line items. 

The procedure for recording Taxi Vouchers depends on the client’s funding program. This document describes how to process Taxi Vouchers for Home Care Packages (HCP) and for DEX CHSP Programs.

Keywords: taxi vouchers, chsp, dex, hcp, sah, transport, indirect transport, indirect travel, manual line item


Step-by-step

I. Set Up Manual Line Items for Taxi Vouchers

A. Create Taxi Voucher Line Items

  1. On the left menu bar, click Settings and select Line Item Templates.

  1. On the upper right, click +Create Template.

  1. In the New Template form, specify the Template Name field. Specify a name based on each type of Taxi Voucher your organisation offers. (Example: HCP Taxi Voucher, CHSP Govt Funded Taxi Voucher, CHSP Co-Contribution Taxi Voucher)

B. Assign Allocation Category and Reference Codes

  1. Specify the Allocation Category field. Assign the correct allocation category relevant to HCP or DEX CHSP from the dropdown.
     • For HCP, use allocation categories relevant to Home Care Packages.
     • For DEX CHSP, set up distinct line items for the government-funded portion and the client co-contribution, each with their own allocation category.

  1. If the required allocation category is not yet set up, go to Settings > Allocation Category and click +Create Allocation Category. The newly created category will then appear in the dropdown menu for the Allocation Category field.

  1. Specify a description in the Description field.

  1. Specify the Expected Quantity field. Enter the total number of taxi vouchers to be issued.

  1. Specify the Expected Rate (per unit) field (cost per voucher).

  1. Specify the Expected Unit field. This field specifies the measurement used for billing or claiming purposes. The unit can be “voucher” or “unit of transport.”

  1. Specify the Expected Tax field. Select the appropriate tax treatment for the manual line item (GST free, GST inclusive, or GST exclusive).

  1. The Estimated Subtotal field will auto-populate after you complete the above.

C. Enter Service Type ID in Reference 3 for CHSP

  1. Click +Add Ref.

  1. Enter the service type ID as 74 in Reference 3.

D. Save Taxi Voucher Line Item Template

  1. Click Save to save your manual line item template for the Taxi Voucher.

  1. View all your created templates in the Manual Line Items section.

II. Add Taxi Voucher Line Items to a Booking

  1. Navigate to a booking (from the client’s care plan, service review board, or calendar section), depending on where you want to add the voucher.

  1. Go to the Line Items section.

  1. Under Manual Line Item, click Add Line Item.

Notes
If charging the client a co-contribution under DEX CHSP, add the co-contribution line item separately and update the quantity as needed.

  1. In the Line Item Templates dropdown, select the appropriate manual line item template for the Taxi Voucher.

  1. The line item templates you previously created will appear here.

  1. A checkbox appears in the lower part of the form, check it as needed. This checkbox prompts you to acknowledge that once you set the expected amount and save the form, you will not be able to edit it again. If you are unsure, clear all expected values before saving and return later to complete the form.

  1. Scroll down and note any changes in the What have you changed in this version field.

  1. Review other required fields and click Save. The schedule will be published with the new line item.

III. Review and Verify Claim Outputs

A. Review Taxi Voucher Line Items on Exported Statement

After adding the Taxi Voucher line items, review how they appear on the HCP Statement or DEX Claim file (for CHSP).

  1. In the left menu bar, click Settings > Exports.

  1. Select the appropriate export type for HCP or CHSP.

  1. Specify the required export fields according to your business requirements.

  1. Generate a statement.

  1. When the statement is downloaded, check the Detailed Transaction Report in the lower part of the statement. Confirm that the description, quantity, unit, cost, GST, and total for the taxi voucher are correct.

B. For CHSP, check the following:

  • The correct allocation categories and reference codes are displayed.

  • Co-contributions are listed as separate line items if applicable.

  • The quantity matches the number of vouchers issued.

C. Compare outputs for different scenarios:

  • Government-funded only

  • Government-funded plus co-contribution

  • Single vs. multiple vouchers in one booking

D. Resolve Issues

If any issues are found, adjust the manual line item setup or consult the support team.


This document describes the process for setting up new templates, including creating taxi voucher line items and assigning allocation categories for both Home Care Packages and DEX CHSP Programs. It also explains how to add these line items to a booking and review claim outputs.

For more information about Taxi Vouchers, contact the CareVision support team.


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