Workflows and Processes
Xero Invoice Export
Xero Invoice Export On the management portal, go to Settings. Then, select Exports Choose the configurations that you want for the export. The serialization (file type) is disabled since it is not being expected to be exported on the formats listed ...Produce the HCP Claim File
If you offer Home Care Package services, each month you will need to complete your submission of the HCP Claim File to receive payment for services delivered. To produce the HCP Claim File for the month you can use the HCP Claim File Export available ...Scenario: Broker Services Out to a 3rd Party
It is increasingly common for an organisation to need to offer services for delivery by 3rd parties, such as agencies, contractors, or other companies as they seek to meet the wide variety of care needs for a client, or to cope with staff shortages. ...Typical Finance Processing - Invoice, Claim, Receipt and Statements
The typical process for end of period processing is outlined below. There are a few key processes within CareVision and your other systems. These are covered in the linked knowledgebase articles below: Service Review on the Review Board Generating ...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 ...
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