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This page provides the user with an overview of the HCP Package Management dashboard.

These are the topics on this page:

Table of Contents
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Introduction

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The HCP Management Package form is essentially a dashboard configured to bring together the various product features necessary to manage HCP Fees, Contributions, End of Month reporting and Package funding setup.

Navigating the HCP Package Management Dashboard

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titleClick to expand and preview the HCP Package Management elementsdashboard:

The following is an outline of the objects that comprise the HCP Package Management Dashboard.

  • Client Contributions: This tile provides access to the Client Contributions page. This page allows the HCP manager to set the payment amounts received for the month and to download paid invoices to a debtor file for the dispersal of funds to providers for services delivered.

  • Package and Care Management Fees: This tile provides access to the Invoice HCP Fees page,from where the HCP manager can selected the invoices to be claimed.

  • Manage Monthly Actuals: This tile provides access to the Manage Monthly Accruals page, into which the HCP manager can enter changed subsidies, contributions or fees.

  • Download Claim File: This tile allows the HCP manager to down HCP claim file.

  • Upload MAC Statement: This tile allows the HCP manager to upload the HCP Payment Statement.

  • Client Email Statement: This tile provides the HCP manager with access to the Client Email Statements form, which is used to dispatch statements out to those HCP clients that have a valid email address.

  • Client Print Statements: This tile provides the HCP manager with access to the Client Print Statements form, which is used to send statements to print for those HCP clients that have a preference to receipt statement by mail.

  • HCP Funding Sources: This tile provides the HCP manager with access to the HCP funding source records.