This module is designed as a template to create standardised weekly claims/invoices such as ROCs for SIL.
By adding a roster of care, you can automate the process of generating a claim or invoice for your chosen participant every Monday. These transactions will be visible in the "Service Delivery" module, allowing you to make any necessary adjustments, such as applying public holiday rates or accounting for non-standard services that fall outside of the participant's regular schedule.
To view a participant’s existing roster of care, select the participant in the “Choose a participant” box. We have chosen Michael Jackson in the screenshot below.
To add a standard roster of care, click on the blue “Add” button in the top right corner and fill in the required fields in order to register a new standard weekly line item.
To edit a standard roster of care, click on the pencil icon in the "Actions" column on the right hand side.
You can edit or input a new line item, ratio, number of units per week, rate, location as well as the participant's invoice recipient. This can be set up either as a claim to the agency or as an invoice for plan-managed or self-managed participants (PL-SL). Once you’ve made the desired adjustments select the green tick to save the Roster of Care.
The Roster of Care can also be manually disabled by changing the "RoC Status" column. This can be used in case a participant is temporarily taking a break or discontinuing from that service altogether.
To delete a participant's Roster of Care click on the rubbish bin icon under the "Actions" column and select the green tick.
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