This feature is most beneficial when you bill your clients for any Events (Tasks, Appointments or Documented Events) without creating a schedule. For instance, if you are doing some tasks like sending e-mails or making phone calls and you would like to bill a customer for that without spending too much time setting up a new schedule in the system along with going through the entire Billing process, then Billables is your feature. You can bill your clients in a matter of seconds!
Billables is being used for dealing with any client issues and is related to any office work that is being done by the office staff. It’s not related to any work done by caregivers and / or caregivers’ payroll.
Examples:
A) A client requested to scan and e-mail some papers; send faxes or make some phone calls. You can create a new Task in the system and bill it to the client.
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Prior to setting up an Event (Task, Appointment or Documented Event) and billing it to a Client, there are some pre-requisites that need to be set-up in the User Defined and Relationship Management Modules.
1. Set-up Pre-requisites:
a) Add an Event (Task, Appointment or Documented Event) Category to the respective Master Lists in the User Defined Module.
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| Ensure that the “Billable” option on any event category you wish to bill is set to “Only Billing, No Payroll” in order to allow the event to be Billable. |
b) Add a new Call Type (Service) in the Master List of Call Types in the User Defined Module.
c) Add newBilling Rates to the Clients or Payers for the new Call Type(Service) in the Relationship Management Module.
d) Add a new /wiki/spaces/HCV5/pages/1278465 for the new Call Type (Service) in the Relationship Management Module.
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| Ensure that the Authorization is set to use an Hour Code of “Only Billing, No Payroll”. |
2. Add Events (Task, Appointment or Documented Event) in the Relationship Management Module.
3. Bill a Client for a Task, Appointment or Documented Event without going through the entire Billing process.
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- From the Finance Module, choose Posted Billing and click on Print Invoices and Export.
- Select the required Batch and the Client’s name on the left hand-side of the Find Area and click on View Data.
To print an invoice, click on the Reports drop down tool on the grid toolbar, choose Invoices to generate the checked Invoice(s). You can print or save a copy of the report from the report viewer.
To export an invoice, click on the Actions drop down tool and select the Billing package to which you want to export the checked invoice(s).
Note Exporting invoices will require additional setup in the Agency Office Module to configure your external interfaces.