Schedules, Inquiries and reports

Daily client revenue

Navigate to: Care services > inquiries and reports > Daily client revenue

Generate the enquiry to view a summary of the total daily client revenue from the billing schedule, funding schedule, accommodation payment revenue and DMF revenue.

In progress billing list

Navigate to: Care services > inquiries and reports > In progress billing list

Generate the enquiry for a list of customer billing transactions that have not yet been posted.

Service concessional/supported daily ratio

Navigate to: Care services > inquiries and reports > Service concessional/supported daily ratio

The concessional supported ratios will be updated via the periodic Concessional/Supported ratio calculation job. The form displays the Service number, Threshold, discount (the % reduction of the accommodation supplement) and the actual ratio for each service (facility)

Resident information

Navigate to: Care services > inquiries and reports > Resident information

Generate the enquiry to view client service entry, place, entry date, departure date, and resident contact information details.

Care services billing statement

Navigate to: Care services > inquiries and reports > Care services billing statement

Generate the report for resident/client billing transactions, payments and drawdowns from the accommodation payment.

Care services accommodation payment statement

Navigate to: Care services > inquiries and reports > Care services accommodation payment statement

Generate the report for resident/client accommodation payment transactions, lumpsum invoices, payments and drawdowns from the accommodation payment.

Billing schedule

Navigate to: Care services > Schedule > Billing Schedule

Generate the schedule for a summary of resident billing schedule lines with billing codes, dates, rates, recurrence pattern and last run date.

Funding schedule

Navigate to: Care services > Schedule > Funding Schedule

Generate the schedule for a summary of resident funding schedule lines with funding codes, dates, rates, recurrence pattern and last calculated date.

Accommodation payments

Navigate to: Care services > Schedule > Accommodation payments

Generate the schedule for a summary of resident accommodation payment transactions, lumpsum invoices, payments and drawdowns from the accommodation payment.

Accommodation payment register

Navigate to: Care services > inquiries and reports > Accommodation payment register

Generate the report for resident/client accommodation payment agreed amounts, invoices, refunds, balances and the refund due dates