Care Services

In this article
Product Information
Release Notes

Data entities

The following is a summary of data entities available for the Care Services module:

Entity Description/comments Dependency Comments
Care services accommodation payment interest rates Header for accommodation payment interest rates Header  
Care services accommodation payment interest rate lines Lines for accommodation payment interest rates Aged care accommodation payment interest rates  
Care services accommodation payment Header for accommodation payment Header  
Care services accommodation payment lines Lines for accommodation payment lines Care services accommodation payment  
Care services accommodation payment lines import Import accommodation payment lines for the customer under the accommodation payment for the customer NIL  
Care services accommodation payment type Import accommodation payment type NIL  
Care services billing account types Import billing account name NIL  
Care services billing codes Header for billing code Header  
Care services billing rates Lines for billing rate Care services billing codes  
Care services billing rates import Lines for billing rate Care services billing codes  
Care services billing invoicee Import billing invoicee for customer data NIL  
Care services billing schedule lines Header for billing schedule NIL  
Care services billing rates Lines for billing rates Care services billing schedule lines  
Care services billing transactions Import Customer billing transactions Care services > Billing> Billing transactions NIL  
Care services capping limits Header for capping limits Care services>Setup>Capping limits NIL  
Care services capping limit lines Lines for capping limits header Care services capping limits  
Care services care types Header for care types Care services >Setup> Care types NIL  
Care services client capping Header for client capping Care services>Customers> Capping limit setup NIL  
Care services client capping lines Lines for client capping (For export only) NIL  
Care services reference number type Header for client reference number type NIL  
Care services client reference number Header for client reference number Care services>Customers>Client reference number Care services reference number type  
Care services contact type Header for contact type Care service>Setup>Customer>Contact type Header for contact type  
Care services contacts For export purposes only NIL  
Care services customers Export customer pre-set direct debit information, for export purposes only, Do not use for import NIL  
Care services customer transactions Export customer transaction, for export purposes only, Do not use for import NIL  
Care services customer transactions V2 Export customer transaction, for export purposes only, Do not use for import. NIL  
Care services departure codes Departure codes Care service> Setup> Services Australia> Departure codes. NIL  
Care services departure reasons Departure reasons Care services>Setup>Service>Departure reasons NIL  
Care services daily concessional support ratio For export purposes only. Care services> Inquiries and reports> Service concessional/supported daily ratio NIL  
Care services ingoing contribution templates Header for Care services>Setup>Accommodation>Ingoing contribution templates NIL  
Care services DMF/CRF Applicable rate template lines Lines for Care services>Setup>Accommodation>Ingoing contribution templates Care services ingoing contribution templates  
Care services DMF/CRF applicable rates For export purposes only. Customer DMF/CRF rates created via the system. NIL  
Care services event types Header for Care services event types Care services>Setup>Service Australia Integration> Event types NIL  
Care services events Lines for Care services events Care services>Setup>Service Australia Integration> Events Care services event types  
Care services event messages For export purposes only Care services>Setup>Service Australia Integration> Events Care services events  
Care services external funding codes Header for Care services external funding codes Care services> Setup>Funding>External funding code NIL  
Care services funding codes Header for funding codes Care services>Setup>Funding>Funding code Care services external funding codes  
Care services funding schedule lines Header for funding schedule Care services funding codes  
Care services funding rates Lines for funding schedule rates Care services funding schedule lines  
Care services funding claims Header for funding claims NIL  
Care services funding claim form Lines for funding claims Care services funding claims  
Care services funding claim form lines Lines for funding claims form marked when file exported Care services funding claim form  
Care services funding claim reporting values Lines for funding claim form reporting value Care services funding claim form  
Care services funding journal headers Header for funding journal NIL  
Care services funding journal lines Lines for funding journal Care services funding journal headers  
Care services funding payment statements Header for funding statement NIL  
Care services funding claim payment statement lines Lines for funding statement Care services funding payment statements  
Funding reconciliation For export only NIL  
Funding claim reconciliation lines For export only Funding reconciliation  
Care services funding reconciliation worksheet For export only Funding reconciliation  
Care services funding reconciliation accepted funding claims For export only Funding reconciliation  
Care services funding reconciliation accepted statement lines For export only Funding reconciliation  
Care services funding reconciliation matched transactions For export only Funding reconciliation  
Care services funding reconciliation journal headers Header for funding reconciliation journal - Export only Funding reconciliation  
Care services funding reconciliation journal lines Lines for funding reconciliation journal - Export only Care services funding reconciliation journal headers  
Care services funding streams Header for funding stream. - Export only NIL  
Care services funding stream reporting field setup Lines for funding streams Care services funding streams  
Care services home based care categories Header for home-based care categories NIL  
Care services home based care set Header for home-based care set NIL  
Care services home care package summary For Export purposes only NIL  
Care services leave types Header for leave types NIL  
Care services occupancy history Header for occupancy history - For Export only. NIL  
Care services parameters Header for Care service parameter NIL  
Care services place types Header for place types NIL  
Care services place type features Lines for place types Care services place types  
Care services places Header for places NIL  
Care services place features Lines for places Care services places  
Care services place prices Lines for places Care services places  
Care services place valuations Lines for places Care services places  
Care services place features Lines for place Care services places  
Care services Header for care service Care services> Setup>Service>All services NIL  
Care services service care types Lines for care services Care services services  
Care services service types Header for service type Care services >Setup> Service>Service types NIL  
Care services service groups Header for service group Care services>Setup>Service>Service groups NIL  
Care services service group billing codes Lines for service group Care services service groups  
Care services service group funding codes Lines for service group Care services service groups  
Care services service group service codes Lines for service group Care services service groups  
Care services schedule creation templates Header for Care services schedule creation templates Care services >Setup>Schedule creation template    
Care services schedule creation billing codes Lines for Care services schedule creation templates Care services schedule creation templates  
Care services schedule creation funding codes Lines for Care services schedule creation templates Care services schedule creation templates  
Care services subsidy type Header for subsidy type Care services>Setup>Subsidy type NIL  
Care services subsidy rates Lines for subsidy type Care services subsidy type  
Care services subsidy rate dates Lines for subsidy type Care services subsidy type  
Care services subsidy schedule lines Lines for subsidy type Care services subsidy type  
Care services service entries Header for service entry For export purposes only    
Care services invoice Header for Care services invoice NIL  
Care services invoice line Lines for Care service invoice Care services invoice  
Care services billing journal headers Header for billing journal NIL  
Care services billing journal lines Journal lines for billing journal Care services billing journal headers  
Care services billing journal lines V2 replaces Care services billing journal lines Care services billing journal headers see note below for additional logic control
Care services receipt journal headers Header for receipt journal header Care services billing journal headers  
Care services receipt journal lines Lines for receipt journal Care services receipt journal headers  

The following entities are available for the Care Services module as “open in Excel” functionality and are designed to be used with the Excel Add-in. The entities below are not compatible with the DMF (import/export functionality)

Entity Navigation Comments/Available fields
Care Services Funding Journal Entry Care Services>Journals>Funding journal New entity for Funding journal
Available Fields.
Refer to Document Template
Care Services Billing Journal Line Entry V2 Care Services>Journals>Billing journal Replaces Care Services Billing Journal Line Entry
Available Fields
Refer to Document Template
Care Services Receipt Journal  Line Entry V2 Care Services>Journals>Receipt Journal Replaces Care Services Receipt Journal Line Entry
Available Fields
Refer to Document Template

Billing Journal Lines V2 Data entity contains additional default logic that facilitates updates to the environment. This is outlined below

Field Name Data Source Path Logic engages under condition
Text (Description) Billing codes description Care services > Setup > Billing > Billing codes default value after leave value in Excel blank
Offset text Billing codes description Care services > Setup > Billing > Billing codes default value after leave value in Excel blank
Tax group Billing codes Tax group Care services > Setup > Billing > Billing codes default value after leave value in Excel blank
Tax item group Billing codes Tax item group Care services > Setup > Billing > Billing codes default value after leave value in Excel blank
Offset dimension Service code financial dimensions Care services > Setup > Services > All services default value by deleting entire column
Default dimension Service code default dimensions Care services > Setup > Services > All services default value by deleting entire column
Home based care set id Billing codes Home based care set Care services > Setup > Billing > Billing codes default value after leave value in Excel blank
Home based care category id Billing codes Home based care category Care services > Setup > Billing > Billing codes Currently Not Used in DMF
Unit Billing codes unit Care services > Setup > Billing > Billing codes Currently Not Used in DMF
Recurrence pattern Billing codes recurrence pattern Care services > Setup > Billing > Billing codes default value by deleting entire column
Billing account name Journal Name General Ledger > Setup > Journal setup > Journal names default value after leave value in Excel blank
Payment terms Customer record Care services > Customers > All customers >Customer record > Payment defaults  
Method of Payment Customer record Care services > Customers > All customers >Customer record > Payment defaults