Scenario:
- Organisation has submitted a claim to Medicare.
- Organisation has billed a client their ITF contribution.
- Medicare then notify the organisation that the ITF for the client has decreased and is back-dated two months.
When reconciling the claim that was submitted to Medicare the adjustment for the over-payment of the claim needs to be adjusted during the reconciliation. This will generate the appropriate credit note for the claim and reduce the client account balance.
Navigate to the Client Profile>Accounting>Budgets and find the current active budget in the list.
Click the drop down arrow next to View and select Copy.
The start date of the copied budget will default to today.
- Note: if billing for the month of the new start date has already been completed, the changes in the budget will not be reflected until the next billing process.
- Note: when copying a budget, the available income in the budget does not reflect the current client account balance.
Edit the existing ITF on the budget and update the rate of the ITF to reflect the new contribution of the client
Publish the budget.
Navigate to the Client Profile>Accounting>Balance and Transactions and add an adjustment against the HCP Income Sale transaction.
To generate a statement to the client to show the revised balance due, navigate to Accounting>Accounting Exports and Click +Add Accounting Export,
- Type: Statement - Detailed
- Format: PDF
- Date range of the statement period
- Filter by the client
- Click Save