Introduction

Prior to creating a service, select the All Services Type list record view within the Service type list. This will list both active and inactive service types. An inactive service type can be activated and thus made available for assignment against the client funding and services records.

Ensure that you ONLY create service types that are in accordance with the following information provided by the Department of Health and Aged Care, unless services are being created for internal non-billable service (administration, training), or for services not covered under the HCP clients package that will be invoiced directly to the client.

Additional Information

Error Checking

Mandatory fields within the service type that are denoted with a red asterisk. Where data is missing from these fields on record save, the user will be provided with one or more visual field alerts as shown below.

Creating a Service Type

To create a service type, observe the following steps:

1. Select the Administration>Service Type sub-menu to open the Service Type List page.

2. Click on the button to open the New 3. Service Types record page to create new service type.

   

3. Within the code field input either numeric or text code that will be used to identify the service type record when its listed with the service type drop down list.

4. Within Name field input a description of the name that will identify the service type. The description will be used in combination with the code to identify the service type within the service type drop down list.

5. For HCP services specifying a value within the Category field is data optional.

6. Within the type field select a value from the drop down list to categorise the service type record. The values available can be Individual, Group, Expense, Transport.
   

   

7. For HCP services specifying a value within the Claim Type field is data optional.

8. Within Job Type field select a value from the drop down list to classify the service type to a specific job task. The default values include Maintenance, Domestic, Care Service or Nursing Service.

   

9. Within Service location field select a value from the drop down list to classify the service as being community or center based . The default values include In-home services, center base services or community based services.

   

10. For HCP services specifying a value within the Invoice Schedule field is data optional.

11. The care worker management field is a data optional field. Only set the field values to yes if you are allowing the support worker to make shift requests through the Brevity Care mobile application for a client that they have been assigned (viz the Care Worker Clients datagrid on the employee profile), otherwise leave the field value set as the default.

12. Within the Taxable field select whether the service type is taxable or not. By default NDIS service are not tax attracting.

13. Within the Pay Travel field select whether travel will be paid in relation to a client service where this service type has been used. It is to be noted that this value will override the travel settings registered against the employee profile.

14. Within the Min Employees field set the minimum employee(s) required for a client service where this service type has been used. Please observe that if the value in this field is set to 0 then you will not be able to allocate a support worker to the service schedule.

15. Within the Max Employees field set the maximum employee(s) required for a client service where this service type has been used. Please note that as an example if the max employees field is set to 2 then you will be able to add 2 support workers to the service schedule.

16. Within the Max Travel Time field, set the maximum travel time that will be payable to the support worker for a client service where this service type has been used.

17. Within the Max Travel Mileage field, set the maximum travel distance that will be payable to the support worker for a client service where this service type has been used. .

18. Within the Max Transport Mileage field, set the maximum transport distance that will be payable to the support worker for a client service where this service type has been used.

19. Within After Hours Calculation method field select a value from the drop down list to determine how after hours services will be calculated. Options listed include shift start rate, shift end rate, split shift rate or highest rate.

    

20. Within the After hours start field set the after hour commencement time either as a free text input or selected from the time picker.

    

21. Within the After hours end field set the after hour cessation time either as a free text input or selected from the time picker.

22. For HCP services specifying a value within the override minimum classification field is a data optional field.

23. For HCP services specifying a value within the override maximum classification field is a data optional field.

24. For HCP services specifying a value within the restrict by qualification field is data optional.

25. Click SAVE button to save the record.

26. Click the CLOSE button to exit back to the Service type list. With your service type established you can now assign it into standard or custom price list and apply the appropriate service rates.