Set up an Allied Health Client

Set up an Allied Health Client

Use the following steps to set up an Allied Health Client.

Please note the following prerequisites for setting up an Allied Health Client.
  1. Allied Health Client, Service Type needs to be present in the Client Profile.
  2. Must have an Active Service Contract created.
  3. The primary Allied Health provider must be allocated to the Client using the Individual Provider table.
  4. Client must have a Service of Support setup on their Service Contract.

Add Service Type - Allied Health 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 Allied Health Client.



Click on Edit to add the Service Type and Save.

Add the Primary Allied Health provider

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, then click save.



Create a Service Contract

This enables Careview to track the Allied Health 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 Plan Budget

1.      Click New in the Plan Budget table to add the Category Budget in the Service Contract.



2.      The Add Budget Category screen displays.  Select the Plan Category and type the Budget Amount and Click Save.



Create a Service Provider Category Budget

1.    If there are existing Service Agreements between the Client and an External Service Provider, click New in the Service Provider Category Budget table in the Service Contract.

If there are NO existing Service Agreements between the Client and an External Service Provider, skip this step and Create a Service Support. This step is not mandatory and does not effect the set up of the Allied Health process for the Client.



2.      The Add Service Provider Category Budgets screen displays.  Complete this screen, 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, search by description, category or number and select from any NDIS Price Guide Item.
  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.
Note:   If you claim directly with PRODA for your allied health 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 Allied Health and Plan Management services to your Client.
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.
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.

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


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