Open

You can access the Service Schedule Client List by navigating to Clients > Client Shifts in the sub-menu. Please note: these records are different from the Service Schedule records displayed in the Self Service Portal, Brevity mobile application, or Schedule Board.

The Service Schedule Client List provides your organisation with a consolidated view of all core supports and direct services delivered to a participant—regardless of funding source, service type, date of delivery, or service activity status.

The Service Schedule Client List page provides the organisation with a consolidated view of the core supports and direct services delivered to a participant, regardless of funding source, service type, date of service delivery or service activity status.

Whenever a service is scheduled for a participant a linked service schedule client record will be created. These records will outline service costs associated with travel, transport and core services.

Each Service Schedule Client record contains:

• Record Status

• Linked Service Schedule

• Client particulars

• Service start and end date/time

• Funding Source and Funded Service

• Pricelist

• Calculated costs

• Override of service charges if applicable

• Service Cancellation particulars if applicable

• Linked invoice record

Upon timesheet approval the service schedule client record will be utilised for billing either the agency, participant or plan manager via a claim or invoice batch.

Open

Service Schedule Client List

The column structure of the Service Schedule client list can be customised to display information that helps you to more easily identify and review client services. For further information on this activity refer to the topic related with customising tables views or reach out to a support agent via chat or at support@brevity.com.au.

Additional Information