- Module:
- Cases & payers (rate cards, funding), switched on in Settings → Modules
- Access:
- Care planning and coordination at Office, set by role in Settings → Roles
Step by step
- Check the dates and the payer before adding work to it.
- Close it when the episode finishes.
Tips
- The participant/claim number and the approval number print on every invoice raised against this case.
- Updating the approval number changes what FUTURE invoices quote. Invoices already raised keep the number they were raised under, on purpose: a funder matches payment on that number, so a document that restated it would stop matching.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
