Service Schedule Client List

Record View: This is a drop down field that allows you to select from a list the record view that will be used to display the active or inactive invoice records.

New: This feature is not applicable for the Service Schedule Client List.

Edit: This feature is not applicable for the Service Schedule Client List.

Delete: This feature is not applicable for the Service Schedule Client List, please note that deleting the client service will remove the record either from the Invoice Batch or Funding Claim.

Export: This button allows you to export service data to a csv file. Data exported will be influenced by the selected service schedule list view.

Search Field: This field is used to refine the records listed within the service schedule list datagrid.

Record Display list: This drop down field allows you to specify the number of records that will listed within the Service Schedule list datagrid. The value specified will determine the number of pages.

Service Schedule list: This data grid lists columns of information related with the Service Schedule records. The information columns presented will be influenced by the record view that is selected.

Navigation count: This label lists the records listed that match the date and search criteria.

Page scroll: This button enables you to scroll between the pages.

Status: This is a drop down field that lists the status of the service schedule. Status values listed include Active, Cancelled, Unmet Need, Part Change, Cancelled with Charge and Override Details.

Service Schedule: This is a drop down field that lists the client name and a description of the service type.

Activity: This field lists a brief narration of the tasks associated with the delivered service.

Client: This is a drop down field that lists the name of the participant.

Invoice To: This is a drop down field that list the particulars of a third party that will be invoiced for the supports and services provided to the participant, for example a plan manager. Information will be sourced from participants funding record.

Funding Source: This is a drop down field that lists the funding sources retained with Brevity. The funding source will default to value retained on the clients funding record.

Client Funding: This is a drop down field that lists the client funding record associated with the service. Information listed includes Client name, funding source and description of the service type.

Pricelist: This is a drop down field that lists the pricelist retained with Brevity. The pricelist will default to the values retained on the clients funding record.

Calculated Cost: This field will lists a value that was calculated based upon the rate of the service item for under the nominated price list within the participants funding * number of hours within the service.

Expense Total: This field lists a value that was calculated based upon the expense lines raised against the service schedule.

Total Amount: This field lists the total of Calculated Cost and Expense Total.

Comments: This feature is not applicable.

Hourly Rate: This fields lists the hourly rate as per the price guide assigned to the clients funding record.

Qty: This field lists the number of hours assigned to the service.

Invoice: This is a drop down field that lists either the invoice batch or funding claim that the service was invoiced or claimed under.

Override Hours: This feature is not applicable.

Service Type: This is a drop down field that lists the service type.

Override Start Time: This feature is not applicable.

Override End Time: This feature is not applicable.

Override Total Hours: This feature is not applicable.

Cancellation Policy: This feature is not applicable.

Cancellation Reason: This feature is not applicable.

Expense Data grid: This feature is not applicable.

Schedule name: This label lists the clients name.