Schedules, Inquiries and reports
Daily client revenue
Navigate to: Care services > inquiries and reports > Daily client revenue
Generate the enquiry to view a summary of the total daily client revenue from the billing schedule, funding schedule, accommodation payment revenue and DMF revenue.
In progress billing list
Navigate to: Care services > inquiries and reports > In progress billing list
Generate the enquiry for a list of customer billing transactions that have not yet been posted.
Service concessional/supported daily ratio
Navigate to: Care services > inquiries and reports > Service concessional/supported daily ratio
The concessional supported ratios will be updated via the periodic Concessional/Supported ratio calculation job. The form displays the Service number, Threshold, discount (the % reduction of the accommodation supplement) and the actual ratio for each service (facility)
Navigate to: Care services > inquiries and reports > Resident information
Generate the enquiry to view client service entry, place, entry date, departure date, and resident contact information details.
Care services billing statement
Navigate to: Care services > inquiries and reports > Care services billing statement
Generate the report for resident/client billing transactions, payments and drawdowns from the accommodation payment.
Care services accommodation payment statement
Navigate to: Care services > inquiries and reports > Care services accommodation payment statement
Generate the report for resident/client accommodation payment transactions, lumpsum invoices, payments and drawdowns from the accommodation payment.
Billing schedule
Navigate to: Care services > Schedule > Billing Schedule
Generate the schedule for a summary of resident billing schedule lines with billing codes, dates, rates, recurrence pattern and last run date.
Funding schedule
Navigate to: Care services > Schedule > Funding Schedule
Generate the schedule for a summary of resident funding schedule lines with funding codes, dates, rates, recurrence pattern and last calculated date.
Accommodation payments
Navigate to: Care services > Schedule > Accommodation payments
Generate the schedule for a summary of resident accommodation payment transactions, lumpsum invoices, payments and drawdowns from the accommodation payment.
Accommodation payment register
Navigate to: Care services > inquiries and reports > Accommodation payment register
Generate the report for resident/client accommodation payment agreed amounts, invoices, refunds, balances and the refund due dates
Care services customer ageing report
Navigate to: Credit and collections > Inquiries and reports > Customers > Care services customer ageing report
Generate the report for customer open balances grouped by ageing period, with Care Services filters for billing account type, billing codes and service codes.
See Care services customer ageing report for the parameters and report layout.
