- Module:
- Cases & payers (rate cards, funding), switched on in Settings → Modules
- Access:
- Money and billing at Office, set by role in Settings → Roles
On this screen
Payer — new and edit
An organisation that pays for work, and how they are invoiced.
Site — new and edit
A site or location belonging to a payer.
Contact — new and edit
Somebody to deal with at the payer.
Price — add and edit
What this payer pays for one service.
Rate card — new and dates
A dated set of prices for a payer.
- Cards are dated.
Copy a rate card forward
Clone a card into a new period so you can adjust rather than retype.
Contract — new and edit
A block agreement or purchase order: its value, how many visits it authorises, when it ends, and how early to warn you.
- Give it a value, an authorised quantity or an end date.
- The reference is their number, and it has to be unique for that payer — two contracts with one PO number would mean two ceilings for one agreement.
- "Warn at" is a percentage of the ceiling, per contract.
Payers & rate cards · tab
Payers & rate cards
Who pays for the work, and what they pay.
Payers & rate cards · tab
Contracts & POs
Block agreements and purchase orders: what was agreed, how much of it is left, and when it runs out. Attach a case to a contract and the work draws it down.
- A contract showing $2,000 left with $3,000 booked against it is already over — that is the point of showing both.
- A contract needs a value, an authorised quantity or an end date.
- A case can only draw on a contract belonging to its own payer.
This is the help Corella shows on this screen, word for word, written in its default words: client and carer.
