Care Services Parameters

The parameters for Care Services are contained within the standard Dynamics 365 Care Services parameter form. Navigate to Care Services> Setup > Care Services parameter

General

On the General tab of the Care Services parameters form, you can configure the generic type of care services business logic

Non care services statement

When the “Use customer statement name” parameter is enabled (Yes) in Care Services Parameters, the system will use the value entered in the Customer Statement Name field in the Customer table when generating the Customer Statement.

Care services billing statement.
Care services accommodation payment statement.

Payment cancellation parameter

Activate cancel payment option for summarised transactions Selecting the Activate cancel payment option for summarised transactions allows users to cancel customer payments even when the bank transaction has been summarised into a single bank transaction. The bank transaction will be adjusted by the amount of the cancelled payment.

Address and contact purpose

Previous occupant update email When a new service entry is created, the system checks to see if anyone else is being billed for charges related to that accommodation. If a billing schedule line is found, those charges are ended, and an email is sent to advise of this.

Field	Description
Purpose	The purpose for the email address to be used is selected here.
Template	Select the template for the email alert

Reports

Field	Description
Address and contact information purpose	The purpose selected here determines which Legal entity (Organisation administration > Organisations> Legal entities) address and contact information is displayed when populating reports, such as customer invoices and statements. The selected purpose must match a purpose that is assigned to an address on the legal entity.
Aged debtors report note purpose	The Care Services Aged Debtors report can include debt collection notes. Select the note type/purpose to be used for these notes here. Only includes the latest note against the customer record when the note type matches.

Workflows

See [care services workflows] (/careservices/SETUP/Care-Services-workflows)) for further details around set up, workflow elements and assignment types

Billing journal workflows

Field	Description
Override ‘Disallow approval by submitter’	This toggle allows a journal initiator also to be an approver.

Billing journal line workflows

Field	Description
Auto approve lines created from billing journal proposals	Auto approve lines created from billing schedules – This toggle allows the system to set the approved flag to Yes for all system-generated billing journal lines on creation
Override ‘Disallow approval by submitter’	This toggle allows an initiator of a journal line also to be an approver.

Billing schedule workflows

Field	Description
Enable billing schedule workflow	Use this toggle to turn the Billing schedule workflow on or off
Override ‘Disallow approval by submitter’	This toggle allows an initiator of a Billing schedule line to also be an approver.

Journals

On the Journals tab of the Care Services parameters form, you can configure naming conventions and default settings for the different types of journals used in Care Services.

Journal names

The Ledger Journal names that are pertinent to the relevant segment of the Care Services Product are included in this section. This incorporates the relevant journal configuration and dimension setup in accordance with standard D365 behaviours.

Field	Description
Billing journal	Default name for the Care services Billing journal residential account type
Funding journal	Default name for the Care services Funding journal
Receipt journal	Default name for the Care services Receipt journal
Funding reconciliation journal	Default name for the Care services Funding Reconciliation Journal
Lumpsum invoice journal	Default name for the Care services Billing Journal for accommodation account type
Lumpsum receipt journal	Default name for the receipt journal accommodation account type
CRF Journal	Default name for Capital Refurbishment Fees Journal
DMF Journal	Default name for Deferred Management Fees Journal
Capital gain journal	Default name for Capital Gains Journal
Funding reconciliation adj jnl	Default name for Care services adjustment billing journal residential account type
Refund journal	Default name for refund journal for residential account type

Journal defaults

Specifies the default value that will be used within the journal for the corresponding action type | Field | Description | |:—|:—| | Receipt journal billing account name | When a new receipt journal line is established, the default billing account name is used. | | Billing journal billing account name | When a new billing journal line is established, the default billing account name is used. | | Refund billing code | The default value will be used when generating refund transactions from the client refund proposal | | Partial refund billing code | Default value will be used when generating a partial refund from the client refund proposal | Account payable billing account code | Default billing account code for refund payment | | Refund billing account name | Default billing account name for refund accommodation account type |

Billing

Billing parameters

On the Billing tab of the Care services parameters form, you can configure the billing information for care services

Field	Description
Enable invoice billing functionality	Instead of just having the billing journal capabilities, this toggle enables the use of the billing transactions and invoice functionality. This is typically applied when customers have a large number of transactions that are merged into a single customer transaction line.
Enable billing transactions invoice id	This toggle allows invoice numbers to be automatically allocated to each billing journal line
Enable default dimensions	This toggle allows default dimensions in the system to auto-populate on the billing journals
Enable auto journal approval	Billing journals can be configured to be approved upon creation using this toggle.
Enable zero-dollar billing transactions	This option permits billing transactions with a zero-dollar value to be posted so that customer information can be included on the invoice.
Day weeks start	The Weekly & Fortnightly billing recurrences use this to determine which day should be used to start the period so all customers are aligned
Enable auto billing journal proposal tax invoice number	This will allow the user to automatically create and select a new number sequence format for the billing journal proposal tax invoice
Include service group on billing journal	To show and include service group on the billing journal

The Higher Everyday Living Fee (HELF) is an optional fee for enhanced lifestyle and comfort services in residential aged care. Because HELF is an optional, direct-contracted service rather than a government-subsidised care fee, it does not use a statutory or government accommodation payment interest code. Because it is an optional extra, any interest, late payment terms, or billing methods for HELF are outlined separately.

Field	Description
HELF indexation factor	The accommodation payment interest code used for the Higher Everyday Living Fee (HELF) Indexation Factor
HELF index number	Index number for Higher Everyday Living Fee

Billing journal

Field	Description
Number of threads	To handle the number of transactions in a batch when generating billing journal
Auto post	Auto-post the billing journal from batch processing

Billing line restriction exclusion

The Billing line restriction exclusion field in the Care Service Parameters has been deprecated

Import parameters

The Billing rate ER import mapping id field in the Care Service Parameters has been deprecated

Funding

Funding parameter

Field	Description
Enable default dimensions	Determines whether default financial dimensions are automatically assigned to funding transactions.
Enable auto journal approval	Automatically approves generated funding journals when enabled.
Support ratio reduction	Set the supported ratio reduction to the percentage that the funding will be reduced by
Support ratio threshold	Set the Supported ratio threshold to the ratio set by the Department to specify the minimum percentage of supported residents required before the funding is reduced.

Subsidy

The Subsidy field in the Care Service Parameters has been deprecated

Funding journal

Number of threads generating funding journal via the funding claim form

Funding reconciliation

Field	Description
Billing account name user for residential billing	Select the billing account name to be used for the billing adjustment transactions, usually MTCF, raised from the funding reconciliation
Billing code for MTCF adjustment	Select the billing code to be used for billing adjustment transactions, usually MTCF, raised from the funding reconciliation

Home care packages

Field	Description
Billing Account Name for HCP Funding	Defines the billing account that receives Home Care Package funding from the government.Used when HCP funding claims are processed. • Records HCP funding income transactions. • Supports reconciliation of funding received.
Billing Account Name for HCP Billing	Specifies the billing account used for charging services delivered under Home Care Packages. • Generates resident or client service charges. • Links delivered services to the HCP billing ledger. • Supports invoicing and reporting.
Home Based Care Category for Income	Determines the income category assigned to Home Care Package revenues. • Categorizes HCP income. • Supports financial reporting and analysis. • Ensures consistent classification of package funding.
Billing Code for Client Unspent Finalisation	Defines the billing code used when processing final client unspent balances after package closure. • Applies during client exit processing. • Records final unspent balance adjustments. • Supports regulatory compliance.
Billing Code for ITF Adjustment	Identifies the billing code used when Income Tested Fee (ITF) adjustments are required. • Processes ITF corrections. • Records fee amendments. • Supports financial reconciliation.
Funding Code for CW Unspent Finalisation	Specifies funding codes used when finalising Commonwealth unspent funds. • Calculates government-returnable funds. • Records Commonwealth unspent fund transactions. • Supports final package closure processes.
HCP Unspent Liability Account	Defines the General Ledger liability account used to hold unspent Home Care Package balances. • Tracks client unspent funds. • Supports financial statements. • Maintains compliance with HCP regulations.
Unspent File Format	Specifies the format used when exporting unspent fund information. • Generates regulatory submissions. • Produces reconciliation files. • Supports integration with external financial systems.
HCP Refund Due Days	Defines the number of days allowed to process unspent fund refunds after package closure. • Controls refund timelines. • Supports compliance requirements. • Triggers refund monitoring processes.
HCP Client Report Due Days	Specifies the timeframe for issuing client reports following package events. • Supports legislative reporting obligations. • Monitors report generation deadlines. • Ensures timely client communication.
HCP Funding Reconciliation Adjustment Account	Defines the General Ledger account used for reconciliation adjustment postings. • Records funding variances. • Supports end-of-period reconciliation. • Maintains audit traceability.

Support at home

| Field | Description | |:—|:—| | Billing Account Type Support at Home Funding |Defines the billing account used to record Support at Home funding transactions received from the funding authority.
• Records Support at Home funding income.
• Used during funding claim processing.
• Supports funding reconciliation and reporting.| | Billing Account Type for Client Contributions | Defines the billing account used to record client contribution charges.
• Posts client contributions to the appropriate ledger account.
• Supports invoicing and payment tracking.
• Separates government funding from client-funded amounts. | | *Billing Code for Client Contributions | Specifies the billing code used when charging client contribution fees.
• Generates client contribution transactions.
• Identifies contribution charges in reports and invoices.
• Supports financial tracking and auditing. | | Billing Code for Client Contribution Adjustments| Defines the billing code used when correcting or adjusting previously charged client contribution amounts.
• Processes refunds or corrections.
• Adjusts billing errors.
• Manages retrospective fee changes. | | Maximum Funding Claims on Funding Claim Form | Determines the maximum number of funding claim lines that can be included on a single funding claim form.
• Controls claim form size.
• Improves claim processing efficiency.
• Supports compliance with funding submission requirements. |

Capping limits

Capping limits setup

Field	Description
Allow Charge Beyond Capping Limits	Controls whether service charges can continue after a resident reaches their annual or lifetime capping limit.
Auto Create Client Capping	Automatically creates capping records for new residents or clients requiring capping management
Annual Capping Limit	Defines the annual contribution threshold that a resident can be charged within a financial year
Lifetime Capping Limits	Specifies the lifetime capping limit configuration used by the system.
Total Years of Billing for NCCC	Determines the number of years used when calculating contribution caps under the NCCC billing framework.

Accommodation payment

Interest Rate Setup

Field	Description
Interest Payable Billing Account Name	Defines the billing account used to record accommodation payment interest charges.
Allow Agreed Amount to Exceed Accommodation Price	Determines whether the agreed accommodation payment amount can be higher than the published accommodation price.
DAP Consumer Price Index %*	Specifies the Consumer Price Index (CPI) rate used to calculate Daily Accommodation Payments (DAP). • Supports DAP interest calculations. • Applies CPI adjustments where required. • Maintains current accommodation pricing calculations.

Accommodation Payment Transactions

Field	Description
Include Transactions Up To	Determines the historical transaction period included when processing accommodation payment calculations.

Accommodation Payment Types

Field	Description
Accommodation Bond	Defines the accommodation bond payment category used for legacy bond arrangements.
RAD/DAP	Specifies the accommodation payment type used for Refundable Accommodation Deposits (RAD) and Daily Accommodation Payments (DAP) • Calculates daily accommodation fees. • Tracks resident accommodation arrangements.
Concessional	Used for residents classified under concessional accommodation arrangements. • Applies concessional accommodation rules. • Supports government-funded accommodation programs.
Fully Supported	Identifies residents eligible for full accommodation support. • Exempts residents from accommodation payment obligations where applicable. • Applies government-supported accommodation funding.
Partially Supported – Assisted	Defines accommodation charges for partially supported residents receiving assisted accommodation support. • Calculates resident accommodation contributions. • Supports mixed funding arrangements.
Partially Supported – RAC/DAC	Specifies billing treatment for partially supported residents under RAC/DAC accommodation arrangements. • Tracks accommodation subsidies. • Supports accommodation funding calculations.
Accommodation Charge – Assisted	Defines accommodation charge billing rules for assisted residents. • Generates accommodation charge transactions. • Supports resident billing.
Full Accommodation Charge	Used when residents are responsible for the entire accommodation payment amount. • Applies full accommodation fees. • Generates accommodation invoices.
Ingoing Contribution	Defines the billing category used for resident ingoing contributions. • Records entry contributions. • Supports accommodation funding administration.
Supported / Accommodation Payment	Defines the billing type used when accommodation is supported through funding assistance programs. • Identifies subsidised accommodation arrangements. • Supports government funding reporting.

Import parameters

The Accommodation Payment Line ER Import Mapping field in the Care Service Parameters has been deprecated

Retentions

Field	Description
Annual Retention Rate	Defines the annual retention percentage applied to accommodation deposits. Example Retention Rate: 2% Accommodation Deposit: $100,000 Annual Retention: $100,000 × 2% = $2,000
Retention Capped Years	Defines the maximum number of years retention amounts can be applied. Example If retention is capped at 5 years: • Retention applies annually for five years. • No additional retention is charged after the fifth year.
Allow Negative Lump Sum Balance	Determines whether accommodation lump sum balances can become negative.
Default Retention Billing Account Type	Specifies the default billing account used when retention transactions are generated. • Posts retention charges automatically. • Supports financial reporting and auditing.

Services

Set up services for care services

Field	Description
Departure Reason – Inactive	Specifies the default departure reason used when a resident or client is marked as inactive.
Enable Place Address Transfer	Controls whether address information is automatically transferred between resident records and related place records.
Default Place Address Purpose	Determines the default address purpose assigned when a new place address is created.
Default deprecated address purpose	Select the default purpose of the deprecated address on client transfer
Calculate Current Service Entry	Determines whether the system automatically calculates a resident’s current service entry status.
Enable Service Listing Syncing	Controls whether service listings are synchronised automatically with related care service records.

Services Australia Integration

PRODA Connection Profile

Defines the environment-specific connection used for Services Australia integration.

Field	Description
New	Create a new PRODA connection profile
Delete	Remove an existing profile
Validate Key Vault Connection	Verify access to authentication certificates and secrets.
Activate Device	Register and activate the device for PRODA communication
PRODA connection profile	Defines the environment-specific connection used for Services Australia integration.
Organisation ID	Identifies the registered organisation within PRODA and Services Australia.
Device Name	Identifies the registered integration device used to communicate with Services Australia.*
Device Expiry	Displays the expiration date of the registered device certificate.

General

Print management

The Print Management displays available Care Services documents and their associated print settings. The following document types are available for configuration:
• Care Services Accommodation Payment Statement
• Care Services Billing Statement
• Care Services Statement