In order to claim a client fee for service, you have to send a standard invoice to the Client and they pay for your services directly. Your Organisation has to create invoices, therefore, and send them to participants. As a healthcare organisation, you need to record your clients' details, manage your team, track your service delivery to clients, and track your revenue and cost streams. Let's see how to create traditional invoices on Comm.care.
Before claiming, please make sure all of your support delivery is documented. See detailed tutorial about how to quickly lookup undocumented appointments from Organisation Calendar. Now let's see how the claim process is done on Comm.care.
Go to Organisation > Reports > Occurrence Date
(It is best to create claims every 2 weeks or monthly)
Select Roadmap Type: Client fee for service
Create all the invoices in bulk
4.1 Create Claim.
The generated report will list all the details from the Progress notes created, which includes: Circle name, Service, Status., Date and time, Title of appointment/PN, Item number and service type (Direct service or provider travel), total time of service delivery and its unit price.
Send participant invoices via Email
4.2 Send Email.
4.3 Export Claims.
Note:If you click the Download CSV option, the file will be downloaded in the same format as the accounting file, but the system would not pick those claims as exported. In short,*Comm.carewill not be able to track the exported claims as you have just downloaded and not exported. When you are ready to export to your accounting file, you should select theExport as accounting fileoption.*