Retirement living/Independent living

• Single person admitted to service apartment with rental only.
  • Admission, setup billing schedule, generate fees, payment of fees.
  • Discharged and refund any fees paid in advance.
• Partner admission, admitted to service apartment with rental only.
  • Setup billing schedule on primary partner.
  • Generate fees, payment of fees, discharged both partner and refund any fees paid in advance.
• Partner admission to service apartment with primary partner transferring to residential aged care.
  • Setup billing schedule on primary partner.
  • Generate fees, payment of fees,
  • Discharged primary partner and transfer billing schedule to second partner.
    
    

flowchart TB
    A["Retirement Living / Independent Living"]
    B{"Type of condition"}
    C["Partner admission with rental only"]
    D["Single person admission with rental only"]
    E["Partner admission to service apartment with primary partner transferring to residential aged care"]

    F{"Billing process"}
    G["Setup billing schedule"]
    H["Generate fees"]
    I["Payment of fees"]
    J["Discharged"]

    K{"With partner?"}
    L["Discharged primary partner transferring to residential aged care"]
    M["Both partners discharged"]
    N["Primary discharged"]

    O["Transfer billing schedule to second partner"]
    P["Refund any fees paid in advance"]
    Q["Refund any fees paid in advance"]

    A --> B
    B --> C
    B --> D
    B --> E

    C --> F
    D --> F
    E --> F

    F --> G --> H --> I --> J --> K

    K -->|Yes| L
    K -->|Yes| M
    K -->|No| N

    L --> O
    M --> P
    N --> Q

• Single person admitted to retirement village with an ingoing contribution.
  • Admission, setup billing schedule, and accommodation payment
  • Generate fees, payment of fees
  • Create and post ingoing contribution invoice and payment of invoice.
  • Generate DMF and CRF.
  • Discharge
  • Deduct unpaid fees from balance
  • Refund ingoing contribution.
• Single person admitted (with fees paid in advance) to retirement village with an ingoing contribution.
  • Admission, setup billing schedule, and accommodation payment
  • Generate fees, payment of fees
  • Create and post ingoing contribution invoice and payment of invoice
  • Generate DMF and CRF
  • Discharge
  • Refund fees paid in advance
  • Refund ingoing contribution
    

flowchart TD

    A["Retirement living / Independent living"]
    B["Admitted to retirement village with an ongoing contribution"]
    C{"Type of condition"}

    A --> B
    B --> C

    C -->|Single person| D["Admission (Single person)"]
    C -->|Single person with fees paid in advance| E["Admission (Single person with fee paid in advance)"]

    D --> F{"Billing process"}
    E --> F

    %% Ongoing contribution branch
    F --> G["Setup accommodation payment"]
    G --> H["Generate and post ongoing contribution invoice"]
    H --> I["Payment of invoice"]

    %% DMF / CRF branch
    F --> J["Setup DMF and CRF"]
    J --> K["Generate DMF CRF"]

    %% Fees branch
    F --> L["Setup billing schedule"]
    L --> M["Generate fees"]
    M --> N["Payment of fees"]

    %% Discharge
    I --> O{"Discharge with paid advance fees"}
    K --> O
    N --> O

    %% Decision outcomes
    O -->|Yes| P["Refund fees paid in advance"]
    P --> Q["Refund ongoing contribution"]

    O -->|No| R["Deduct unpaid fees from balance"]
    R --> S["Refund ongoing contribution"]

• Partner admission to retirement village with an ingoing contribution.
  • Admission, setup billing schedule, and accommodation payment on primary partner.
  • Generate fees, payment of fees
  • Create and post ingoing contribution invoice and payment of invoice.
  • Generate DMF and CRF.
  • Discharge both partners.
  • Refunding ingoing contribution
• Partner admission to retirement village with an ingoing contribution primary partner transferring to residential aged care.
  • Admission, setup billing schedule, and accommodation payment on primary partner.
  • Generate fees, payment of fees
  • Create and post ingoing contribution invoice and payment of invoice.
  • Generate DMF and CRF.
  • Discharge primary partner.
  • Transfer billing schedule to second partner.
  • Transfer ingoing contributions to second partner.
• Partner admission to retirement village with an ingoing contribution second partner transferring to residential aged care.
  • Admission, setup billing schedule, and accommodation payment on primary partner.
  • Generate fees, payment of fees
  • Create and post ingoing contribution invoice and payment of invoice.
  • Generate DMF and CRF.
  • Discharge secondary partner.
  • Generate credit invoice for ingoing contributions to be used for the accommodation payment for the second partner in the residential aged care facility.
    

flowchart TD

    A["Retirement Living / Independent Living"]
    B["Admitted to retirement village with an ongoing contribution"]
    C{"Type of condition"}

    A --> B
    B --> C

    C -->|With partner| D["Admission (with partner)"]
    C -->|With partner| E["Partner admission to retirement village with ongoing contribution<br/>Primary partner transferring to residential aged care"]
    C -->|With partner| F["Partner admission to retirement village with ongoing contribution<br/>Second partner transferring to residential aged care"]

    D --> G{"Billing process"}
    E --> G
    F --> G

    G --> H["Setup accommodation payment on primary partner"]
    G --> I["Setup DMF and CRF"]
    G --> J["Setup billing schedule on primary partner"]

    H --> K["Generate and post ongoing contribution invoice"]
    K --> L["Payment of invoice"]

    I --> M["Generate DMF CRF"]

    J --> N["Generate fees"]
    N --> O["Payment of fees"]

    L --> P{"Discharge both primary and partners"}
    M --> P
    O --> P

    P -->|No| Q["Discharge primary partner"]
    Q --> R["Transfer billing schedule to second partner"]
    R --> S["Transfer ongoing contributions to second partner"]

    P -->|No| T["Discharge second partner with an ongoing contributions transferring to residential aged care"]
    T --> U["Generate credit invoice for ongoing contributions to be used for the accommodation payment for the second partner in the residential aged care facility"]

    P -->|Yes| V["Refund ongoing contribution"]

Home care

• Intake of client with low income and asset
  • Add client and the service entry.
  • Import /Integrate funding claims from the scheduling system.
  • Generate funding claims form
  • Post funding journal
  • Reconcile funding.
  • Discharge client
• Intake of client with high income and asset
  • Add client and the service entry.
  • Import /Integrate billing transactions from the scheduling system
  • Generate billing invoices.
  • Post billing journal
  • Receive payment
  • Import /Integrate funding claims from the scheduling system
  • Generate funding claims form
  • Post funding journal
  • Reconcile funding.
  • Discharge client

Residential aged care

• Admission of supported resident
  • Admission of resident,
  • Setup billing schedule
  • Setup Funding schedule
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
    

Admission of supported resident

flowchart TD
    A[Residential aged care]
    B{Type of resident}
    C[Admission of supported resident]
    D[Admission of resident]
    E{Billing process}

    %% Funding branch
    F[Setup funding schedule]
    G[Processing funding claims and post funding journal]
    H[Received payment of funding claims]
    I[Funding claim payment statement]
    J[Reconcile funding]

    %% Billing branch
    K[Setup billing schedule]
    L[Generate fees and post billing journal]
    M[Received payment of fees]

    %% Discharge
    N[Discharged client]
    O[Refund fees paid in advance]

    A --> B
    B --> C
    C --> D
    D --> E

    E --> F
    E --> K

    F --> G
    G --> H
    H --> I
    I --> J

    K --> L
    L --> M

    J --> N
    M --> N

    N --> O

• Admission of resident paying accommodation payment as RAD lumpsum
  • Admission of resident,
  • Setup billing schedule
  • Setup Funding schedule
  • Setup accommodation payment
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance.

Admission of resident paying accommodation payment as RAD lumpsum

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAD lumpsum"]
    C --> D["Admission of resident"]

    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Billing branch
    E --> K["Setup billing schedule"]
    K --> L["Generate fees and post billing journal"]
    L --> M["Received payment of fees"]

    %% Accommodation payment branch
    E --> N["Setup accommodation payment"]
    N --> O["Process accommodation payment invoice"]
    O --> P["Generate accommodation payment transactions for interest on unpaid lumpsum"]
    P --> Q["Process payment of lumpsum"]

    %% Discharge
    J --> R["Discharged client"]
    M --> R
    Q --> R

    %% Refunds
    R --> S["Refund fees paid in advance"]
    R --> T["Refund accommodation payment balance"]

• Admission of resident paying accommodation payment as RAD/DAP combination
  • Admission of resident
  • Setup billing schedule
  • Setup Funding schedule
  • Setup accommodation payment
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum and DAP
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance.

Admission of resident paying accommodation payment as RAD/DAP combination

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAD combination"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Accommodation branch
    E --> K["Setup accommodation payment"]
    K --> L["Process accommodation payment invoice"]
    L --> M["Generate accommodation payment transactions for interest on unpaid lumpsum and DAP"]
    M --> N["Process payment of lumpsum"]

    %% Billing branch
    E --> O["Setup billing schedule"]
    O --> P["Generate fees and post billing journal"]
    P --> Q["Received payment of fees"]

    %% Discharge
    J --> R["Discharged client"]
    N --> R
    Q --> R

    %% Refunds
    R --> S["Refund fees paid in advance"]
    R --> T["Refund accommodation payment balance"]

• Admission of resident paying accommodation payment as DAP only
  • Admission of resident
  • Setup billing schedule
  • Setup Funding schedule
  • Setup accommodation payment
  • Generate accommodation payment transactions for DAP
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
    

Admission of resident paying accommodation payment as DAP only

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as DAP only"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Fees branch
    E --> K["Setup billing schedule"]
    K --> L["Generate fees and post billing journal"]
    L --> M["Received payment of fees"]

    %% DAP branch
    E --> N["Setup accommodation payment"]
    N --> O["Generate accommodation payment transactions for DAP"]
    O --> P["Received payment of DAP"]

    %% Discharge
    J --> Q["Discharged client"]
    M --> Q
    P --> Q

    %% Refund
    Q --> R["Refund fees paid in advance"]

• Admission of resident paying accommodation payment as DAC only.
  • Admission of resident
  • Setup billing schedule
  • Setup Funding schedule
  • Setup accommodation payment including assessed amount
  • Generate accommodation payment transactions for DAC
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance
    

Admission of resident paying accommodation payment as DAC only

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as DAP only"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Fees branch
    E --> K["Setup billing schedule"]
    K --> L["Generate fees and post billing journal"]
    L --> M["Received payment of fees"]

    %% DAP branch
    E --> N["Setup accommodation payment"]
    N --> O["Generate accommodation payment transactions for DAP"]
    O --> P["Received payment of DAP"]

    %% Discharge
    J --> Q["Discharged client"]
    M --> Q
    P --> Q

    %% Refund
    Q --> R["Refund fees paid in advance"]

• Admission of resident paying accommodation payment as RAC only.
  • Admission of resident,
  • Setup billing schedule
  • Setup Funding schedule
  • Setup accommodation payment including assessed amount for DAC
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance.
    

Resident paying accommodation payment as RAC only

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAC only"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Fees branch
    E --> K["Setup billing schedule"]
    K --> L["Generate fees and post billing journal"]
    L --> M["Received payment of fees"]

    %% RAC branch
    E --> N["Setup accommodation payment including accessed amount for DAC"]
    N --> O["Process accommodation payment invoice"]
    O --> P["Generate accommodation payment transactions for interest on unpaid lumpsum"]
    P --> Q["Process payment of lumpsum"]

    %% Discharge
    J --> R["Discharged client"]
    M --> R
    Q --> R

    %% Refunds
    R --> S["Refund fees paid in advance"]
    R --> T["Refund accommodation payment balance"]

• Admission of resident paying accommodation payment as RAC/DAC combination.
  • Admission of resident
  • Setup billing schedule
  • Setup Funding schedule
  • Setup accommodation payment including assessed amount for DAC
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum and DAC
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance.
    

Resident paying accommodation payment as RACDAC combination

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAC/DAC combination"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Billing branch
    E --> K["Setup billing schedule"]
    K --> L["Generate fees and post billing journal"]
    L --> M["Received payment of fees"]

    %% Accommodation branch
    E --> N["Setup accommodation payment including accessed amount for DAC"]
    N --> O["Process accommodation payment invoice"]
    O --> P["Generate accommodation payment transactions for interest on unpaid lumpsum and DAC"]
    P --> Q["Process payment of lumpsum"]

    %% Discharge
    J --> R["Discharged client"]
    M --> R
    Q --> R

    %% Refunds
    R --> S["Refund fees paid in advance"]
    R --> T["Refund accommodation payment balance"]

• Admission of resident paying accommodation payment as RAD lumpsum with - fees drawn down.
  • Admission of resident,
  • Setup billing schedule and configure fees to be drawn down
  • Setup Funding schedule
  • Setup accommodation payment
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance
    

Resident payment accommodation payment as RAD lumpsum with - fees drawn down

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAD lumpsum with fees drawn down"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Fees drawn down branch
    E --> F["Setup billing schedule and configure fees to be drawn down"]
    F --> G["Generate fees and post billing journal"]
    G --> H{"Fees fully drawn down"}

    H -->|No| I["Received payment of fees"]
    H -->|Yes| R["Discharged client"]
    I --> R

    %% Funding branch
    E --> J["Setup funding schedule"]
    J --> K["Processing funding claims and post funding journal"]
    K --> L["Received payment of funding claims"]
    L --> M["Funding claim payment statement"]
    M --> N["Reconcile funding"]
    N --> R

    %% Accommodation branch
    E --> O["Setup accommodation payment"]
    O --> P["Process accommodation payment invoice"]
    P --> Q["Generate accommodation payment transactions for interest on unpaid lumpsum"]
    Q --> S["Process payment of lumpsum"]
    S --> R

    %% Discharge and refunds
    R --> T["Refund fees paid in advance"]
    R --> U["Refund accommodation payment balance"]

• Admission of resident paying accommodation payment as RAD/DAP - combination with fees and DAP drawn down.
  • Admission of resident
  • Setup billing schedule
  • Setup Funding schedule
  • Setup accommodation payment and configure DAP to be drawn down
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum and DAP
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance.
    

Resident paying accommodation payment as RADDAP - combination with fees and DAP drawn down

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAD/DAP combination with fees drawn down"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Billing branch
    E --> K["Setup billing schedule<br/>Configure fees to be drawn down"]
    K --> L["Generate fees and post billing journal"]
    L --> M{"Fully drawn down?"}

    M -->|No| N["Received payment of fees"]
    M -->|Yes| R["Discharged client"]
    N --> R

    %% Accommodation branch
    E --> O["Setup accommodation payment and configure DAP to be drawn down"]
    O --> P["Process accommodation payment invoice"]
    P --> Q["Generate accommodation payment transactions for interest on unpaid lumpsum and DAP"]
    Q --> S["Process payment of lumpsum"]
    S --> R

    %% Funding to discharge
    J --> R

    %% Refunds
    R --> T["Refund fees paid in advance"]
    R --> U["Refund accommodation payment balance"]

• Admission of resident paying accommodation payment as RAC lumpsum with fees drawn down
  • Admission of resident,
  • Setup billing schedule and configure fees to be drawn down
  • Setup Funding schedule
  • Setup accommodation payment including assessed amount for DAC
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance.
    

Resident paying accommodation payment as RAC lumpsum with fees drawndown

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAC lumpsum with fees drawn down"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Fees drawn down branch
    E --> K["Setup billing schedule and configure fees to be drawn down"]
    K --> L["Generate fees and post billing journal"]
    L --> M{"Fully drawn down?"}

    M -->|No| N["Received payment of fees"]
    M -->|Yes| R["Discharged client"]
    N --> R

    %% Accommodation branch
    E --> O["Setup accommodation payment including assessed amount for DAC"]
    O --> P["Process accommodation payment invoice"]
    P --> Q["Generate accommodation payment transactions for interest on unpaid lumpsum"]
    Q --> S["Process payment of lumpsum"]
    S --> R

    %% Funding to discharge
    J --> R

    %% Refunds
    R --> T["Refund fees paid in advance"]
    R --> U["Refund accommodation payment balance"]

• Admission of resident paying accommodation payment as RAC/DAC combination with fees and DAC drawn down.

  • Admission of resident
  • Setup billing schedule and configure fees to be drawn down
  • Setup Funding schedule
  • Setup accommodation payment including assessed amount for DAC and drawn down of DAC
  • Process accommodation payment invoice
  • Generate accommodation payment transactions for interest on unpaid lumpsum
  • Process payment of lumpsum
  • Generate fees and post billing journal
  • Processing funding claims and post funding journal
  • Receive payment of fees
  • Reconcile funding
  • Discharge client
  • Refund fees paid in advance.
  • Refund accommodation payment balance
    

Resident paying accommodation payment as RACDAC combination with fees and DAC drawn down

flowchart TD

    A["Residential aged care"]
    B{"Type of resident"}

    A --> B

    B --> C["Resident paying accommodation payment as RAC/DAC combination with fees and DAC drawn down"]
    C --> D["Admission of resident"]
    D --> E{"Billing process"}

    %% Funding branch
    E --> F["Setup funding schedule"]
    F --> G["Processing funding claims and post funding journal"]
    G --> H["Received payment of funding claims"]
    H --> I["Funding claim payment statement"]
    I --> J["Reconcile funding"]

    %% Billing branch
    E --> K["Setup billing schedule and configure fees to be drawn down"]
    K --> L["Generate fees and post billing journal"]
    L --> M{"Fully drawn down?"}

    M -->|No| N["Received payment of fees"]
    M -->|Yes| R["Discharged client"]
    N --> R

    %% Accommodation branch
    E --> O["Setup accommodation payment including assessed amount for DAC and draw down of DAC"]
    O --> P["Process accommodation payment invoice"]
    P --> Q["Generate accommodation payment transactions for interest on unpaid lumpsum and DAC"]
    Q --> S["Process payment of lumpsum"]
    S --> R

    %% Funding to discharge
    J --> R

    %% Refunds
    R --> T["Refund fees paid in advance"]
    R --> U["Refund accommodation payment balance"]