A Service Request is a logical grouping of Service Visits. For example if you have a person with visits on Tuesday's and Thursday's then it makes sense to setup a service request for each and put the visits into each one (i.e. a service request with all the Tuesday visits and another service request with all the Thursday visits).
Service requests can also have different visit charge types and charge rates. See more about service visit types below.
When setting up a Service Request, where the invoice goes is determined by the Service visit charge type which is one of the following:
NDIS Funded. The invoice will be generated and stored in the system as a claim item. These are later batched up and claimed by you from NDIS as a bulk file upload.
Private. This setting will generate the invoice and email it to the participant or participant stakeholder. You can select this as a dropdown when selecting Private, by default it will go to the participant by email. Please ensure you have added the email address.
Brokerage. Selecting brokerage type will prompt Careflo to ask you which brokerage organisation (i.e. plan manager) to use. Please ensure that the organisation has an invoice email (different from their contact email) set in the Organisation->Primary invoice email field.
For NDIS participants it is important to add their funding details which is setup under "NDIS Funding" and "NDIS Requests".