- 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
- Open a case to see every appointment, note and document that belongs to it.
- Close a case when the episode ends, so it stops appearing as current work.
- Mark it Expired instead when it was an APPROVAL that ran out rather than work you finished. The tab, the status and the reason box all change wording with it.
Tips
- A case belongs to ONE person.
- The payer and rate card come from the case, so booking against the wrong case bills the wrong party.
- Expired means the funder's approval ran out — the work may well continue once it is renewed. Closed means the episode finished. Both stop the case counting as current and both record the date it stopped; only the status says why.
- The drawer says which state the case is in and leaves the decision to you.
On this screen
Case — new and edit
An episode of care: its dates, its payer and its price.
- The payer and rate card come from the case, so work booked against the wrong case bills the wrong party.
Funding — add and edit
A funding bucket scoped to this case.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
