This information is for Australian Customers who provide HCP funded services.
Please always refer to the most up to date information on the Department of Health website. Please confirm your organisation's eligibility when reviewing AlayaCare's Zendesk articles prior to making any updates to the configuration in your Production environment.
If you require further assistance please contact your Client Services or Relationship Manager or refer to the Home Care Package (HCP) Configuration Guide
Budget templates are used to facilitate easy budget creation. By using templates, organisations can pre-define the income and expense items that should exist on a budget.
How to create a budget template for each HCP subsidy level
1. Navigate to Settings>Budget Templates.
2. Click +Add Budget Template.
3. Enter in a name for the template and select the subsidy level it applies to and the applicable HCP-type funder.
4. Click +Add Program and enter in the name of the program funding the budget,, e.g. HCP/Home Care Packages/HCP Level 1.
5. Click +Add Source and enter an income name, e.g. the subsidy level of the template being created.
6. Select the same HCP funder entered when creating the budget template.
7. Select the applicable subsidy Income Code for the level of the budget template being created.
8. Click Save
Note: Income items where the unit type is Total will not come through onto any Budget that is created using a Template. Only add income items where the unit type is Per day to templates. When adding income items to the Budget
9. On the Expense side of the budget, click +Add Service and enter in HCP Capital and Consumables in the Service Name field.
10. Select the HCP Capital and Consumables Service Code.
11. Ensure the HCP funder selected when creating the budget template is selected as the Funder of the service.
12. Set the frequency of the service to 1 hours per month.
13. Click Save.
14. Next, click +Add Fee and enter in a Fee/Premium Name, e.g. Care Management Fee.
15. Select the applicable Billing Premium.
16. Ensure the HCP funder selected when creating the budget is the funder of the fee/premium.
17. Enter in the frequency of the billing premium.
18. Click Save
20. Repeat the above steps to add the Package Management Fee
How to create a budget template for leave balance transfers
1. Navigate to Settings>Budget Templates.
2. Click +Add Budget Template.
3. Enter in a name for the template, the subsidy level it applies to and the applicable HCP-type funder.
4. Click +Add Program and enter in the name of the program funding the budget, e.g. Leave Balance Transfer.
5. Click +Add Source and enter in an Income Name, e.g. Leave Balance.
6. Select Transfer Customers Leave Opening Balance as the Income Code
7. Select the Link to HCP Funder: [Funder Name] checkbox
8. Click Save
9. On the Expense side of the budget, click +Add Service and enter in Leave Balance in the Service Name field
10. Select the Transfer Customers Leave Opening Balance Service Code
11. Set the Quantity to 1
12. Set the Frequency Type to Total
13. Click Save
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