Careview Release 14 - 12 August 2019

Careview Release 14 - 12 August 2019


Summary


Budgets:
  1. Service Provider Category Budgets
  2. Delivered Services can now be edited and related Service Support removed
  3. Add validation to prevent Service Supports from being deleted if they have related Delivered Services.


Invoice Entry:

  1. Invoice Status no longer changes when running downloading Xero/MYOB/QB extracts.


Support Coordination:

  1. Case Note Validation added to prevent new Case Note from being created outside of the Service Contract Start and End Dates.
  2. Funding End Date in Client Coordination relabeled to Projected End Date.


Accounting Integration:
  1. MYOB Purchase File updated to use Service Provider Code in Card ID Column.


Upcoming Releases


The below major updates are our priority over the next 2-6 weeks:


PM monthly invoice creation (Phase 1):
  1. Due for release later this week.
  2. Will initially be CSV data loader.

Automation of CoS Statements (In Progress):
  1. Due for release later this week.

Tasks (Phase 1):
  1. Due for release early next week.

Invoice / Service Loader (In Progress):
  1. Enable bulk upload of invoices / service entries via Invoice Entry screen
  2. Initial Development is 4-6 weeks away.
  3. Currently looking at Eziscan Web App as potential OCR integration solution.
  4. Client Goal enhancement.
  5. Adding Goal Task assignment and progress tracking.



Budget Updates


Service Provider Category Budgets


This update enables a client’s category funding to be quarantined against a specific Service Provider. As an example:

  1. A Client has $45,000.00 in funding for Assistance with Social and Community Participation (SCP).
  2. All About Living (AAL) have a service agreement in place to deliver $25,000.00 in services against the SCP budget.
  3. You can allocate $25,000.00 to AAL, leaving $20,000.00 free to be consumed by other Service Providers.
  4. AALs SCP category budget will be displayed when creating invoices.
  5. AAL can claim against any support item number in the SCP budget on their invoices.
  6. Careview will track AALs SCP budget and prevent overspend once their budget is consumed.
  7. Other Service Providers can invoice against the remaining $20,000.00, which is also tracked to prevent overspend.

Creating Service Provider Category Budgets


To use this feature you must first add the Category Budgets to the Service Contract using the Plan Budget table.




1.      Click New in the Service Provider Category Budgets table.





2.      Select the Service Provider, Category and enter the Budget Amount.
Category is filtered to the Category Budgets on the Service Contract.



3.      Click Save or Save & New to add additional Service Provider Category Budgets.

You can create category budgets as needed for the Service Providers.

4.      In the Plan Budget table, the Unallocated Amount will now be the difference between the Total Category Amount and the sum of the Service Provider Category Budgets. 



5.      Adding a Service Support for the Service Provider will update the Service Providers Category Budget Unallocated Amount.

6.      The Unallocated Amount will also be updated if the Service Provider has existing Service Supports and you create a Category Budget for them.



Category Budget Validation


Validation will prevent you from entering a Budget Amount for the Service Provider that is greater than the selected Categories Total Category Amount.




Validation will also prevent you from entering an additional Service Provider Budget if the sum total of the Service Provider Budgets is greater than the Total Category Amount.




Invoice Entry

 
1.      Open the Invoice Entry screen and create a new invoice for the Client and Service Provider.

2.      The Plan Category picklist will show the Service Providers Name and remaining budget in red for each of their Service Provider Category Budget on the related Service Contract.




3.      Select the required Category and then select the Service Support Item.

Existing Service Supports for the Service Provider will display in red.





4.      The Service Provider Category Budget will display the Delivered and Remaining Amounts.