Careview - Support Coordination

Set up a Support Coordination Client

This article details the steps that must be completed for a client to be set up for Support Coordination.

Notes
  1. The Support Coordination Client service type needs to be present in the Client Profile.
  2. The primary Support Coordinator must be allocated to the Client using the Individual Provider table (see Add an Individual Provider to a Client Profile).
  3. In the client's most recently created active service contract, there must be at least one service support (with a line item that is configured for support coordination). A line item is configured for support coordination if it is present and 'Active' in your organisation's System Support Item Settings settings page (see System Support Item Setting for more information).

Add Service Type - Support Coordination Client


1.      Open the Client Profile record (click CRM in the menu, click Clients, then search for the Client profile you want).

2.      The Client Profile screen displays.  Check that the Service Type field is Support Coordination Client.



Idea
Click on Edit to add the Service Type and Save.

Add the Primary Support Coordinator


1.      Open the Individual Providers table on the Client Profile, click on New.




2.      In the Add Provider window, add the required information in each field relating to the user account representing the member of your organisation providing support coordination services to the client, then click save.




Create a Service Contract




Notes
This enables Careview to track the Support Coordination Case Notes against the Client’s budget.
  
1.      Open the Client Funding table on the Client Profile, and click New.



2.      The Create New Contract screen displays.   Complete the required fields, then click Save.







Create a Service Support


1.      To create the Service Support, click New in the Service Support table in the Service Contract.




2.      The Create Service Support screen displays.



Complete this screen as follows.
  1. In the Service field, select the relevant support item by searching its description, category or number. This must be a support item which is Active in your organisation's 'System Support Item' settings page (see System Support Item Setting for more information).
  2. In the Quantity field, select the quantity to apply to the Service item.
  3. In the Rate field, select the NDIS rate, or if the Service Provider is charging less than the NDIS rate, select Use alternative rate.
  4. The Rate Amount field will fill automatically if you selected an NDIS rate. Otherwise, enter the Service Provider’s alternative rate.
  5. In the Service Provider field, select the Service Provider.
NotesNote:   If you claim directly with PRODA for your support coordination services, or the Client self manages, leave the Service Provider as your own company.
If you are invoicing a Plan Manager, select Plan Management.
  1. In the Management Style (Stated Item) field:
    1. Select Agency if you:
      1. provide Plan Management services on behalf of the Client
      2. provide both Support Coordination and Plan Management services to your Client.
Notes
Note:      Claim files will be generated for PRODA.
  1. If you select Plan Management or Self Managed, PRODA extracts will not be generated for the Case Notes created for the Client. Instead, MYOB or Xero invoice extracts will be created.
  1. The Total field displays the total of Rate x Quantity.
  2. Leave the checkbox ticked for Exclude From Service Contract Allocation Totals.
Notes
Note:      If you uncheck this field the Total Amount for the Service Support will be added to the Service Contract Total Allocation amount.
3.      Click Save.


Verifying


To verify that you have completed the Support Coordination Client Setup.  Click on Support Coordination, click Clients and the client will appear in the Support Coordination Client List.




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