How to Manage Capital and Consumables

Charlotte Boatner-Doane - Forum Moderator
Charlotte Boatner-Doane - Forum Moderator
  • Updated

Adding a Capital or Consumable

1. Create a new visit on the client’s schedule using the Capital and Consumable Service that was created from the budget. Assign your Capital Consumable employee profile to this visit.

  • Note: The service used to schedule this visit must be linked to a budget.

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2. Click the visit and navigate to the Premiums tab.

  • Add in the appropriate premium and enter the appropriate quantity (the quantity of the premium equates to the total cost of the item).

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Billing

1. This visit should be approved following the usual business process. On the invoice generated within AlayaCare you will see:

  • One line item for the scheduled visit with a $0 rate.
  • A separate line item for each visit premium entered against the visit.

From the example shown, this will equate to four line items:

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2.  The account balance for the client will decrease by the amount of the items charged.

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