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The funding breakdown will be available after saving the HCP funding. You need to fill in the remaining funding breakdown for the funding. Then click on the save button to save the HCP funding detail.
Daily Subsidy Rate - This is the standard daily home care subsidy rate
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Case Management Fee - This is the case management fee that will also be charged to the client.
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Publish the Client's Funding so you can use it in creating the service schedule of the Client. |
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Adding / Linking the Service Type to the Funding
You need to add a service type in the client's funding. This will ensure that when creating a claim, it will use the client's funding. Under the services section, click on the + button to add a client's funding
A new page will come up. Fill in the details for the service type that needs to be linked to the client's HCP funding.
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You can link multiple service type for the client's HCP Funding. Click on the Bulk Add Services button to add multiple services to the client's funding.
You can use the search box to search for the service type that you want to add. You can also click on the dropdown to set on how many service type that can be seen on the page.
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Fill in the Details for the Service Type. Once you filled in the details, click on the save button to save the changes.
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Statement
You can view the client's funding statement report from the client's funding page. Click on the Run Funding Report statement to view the monthly statement report of the client's funding.
Brevity will open a pop up window. Click on the month dropdown to select the month that you want to generate the report. After selecting the month, click on the Run Report Button.
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Brevity will generate the report based on the month that you selected. You can save the report from different format by clicking on the save button.
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Summary
The summary report is a report that will give you the summary of the client's funding that is sorted per month. You could run the summary report by clicking on summary from the client's HCP funding.
Brevity will automatically generate the summary report which will show you the client's funding summary for each month.
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Additional HCP Funding functions
Once you published the client's funding, there are additional functions that you could use for the client's HCP funding. Below are the list of what this function do with the HCP funding
Change Level - This is used when you want to update the HCP level of the client's funding. Brevity will ask for the discharge date so it will close the current funding and you need to select the new HCP funding so Brevity will update the client's funding. Click on the update button to update the funding.
Discharge Funding - The discharge funding could be used if the client will be leaving your organisation and you want to close their funding. You just need to fill in the information with the red asterisk and Brevity will calculate the balances
Change End Date - This will let you change the end date of the client's funding. The end date field will appear if you click on change end date. You need to unpublish the funding for you to change the end date.
Create Copy - This will let you duplicate the client's funding.
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Funding Breakdown
The funding breakdown is a feature in Client's funding that will show you the previous rate that the client had. This will only show if there is a history of previous records of the client's funding. Click on the previous records under the funding breakdown to see the previous daily rate of the client.
Once you click on the view previous records, Brevity will generate a report that will show you the current and previous HCP funding details.
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Customization of HCP Funding
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