AR Module

"Person" Concept: Each care recipient or participant is represented as a "Person" in the AR Module.
You can easily add a new person by clicking on the "ADD" button. You can select the person to be a participant or a Carerecipient and add all the details. Map the display name to the participant or care recipient object by slecting from the dropdown. Add the contact prefrences.

These details can later be easily updated by clicking on the "Edit" icon.
On clicking the details icon, it opens the "Person Details" page.
A summary of all the details of the person is displayed at the top.
"Fund Account" Concept: Each "Person" has "Fund Accounts" to track financial activity.
- For Support at Home, each person has two accounts: a "Department Account" (for Services Australia payments) and a "Contribution Account" (for care recipient payments).
- For NDIS, each person has 3 fund accounts: Agency managed, Plan Managed, Self Managed. (for Participants)
The Recent transaction section has details of all recent transaction relating to that person.

Invoices generated from the "Ready to Invoice" section in Support at Home are transferred here.
View details such as the legal entity issuing the invoice, the payer (e.g., Services Australia or the care recipient), the participant, line items, total amount, credits, and associated payments.
You can generate PDF invoices, email them directly, and process payments from this module.
If you have a separate finance system in place, it can be synced with AR module.

The AR Module is a comprehensive financial management system within quickclaim, serving as the central source of truth for all invoices, payments, and statements. It tracks financial interactions with both Services Australia and individual care recipients, ensuring accurate financial records.