Check Package Fee Run – HCP AGED CARE ONLY
Click on the blue "Package Fee Run" button and you will see a page that is all about collecting basic and income based fees for service users on Home Care Packages
There are 4 sections:
Week totals – shows the total package fees that need to be collected from service users for the week
Invoices via email – shows which service users will be emailed an invoice for their package fees
Invoices via post – shows which service users will be sent their invoice by post
Payments by direct debit – shows which service users will have their package fees collected by direct debit
Review the 4 sections to ensure everything looks OK. You are looking for anomalies such as negative numbers or service users that you are not expecting to be collecting package fees from. If you see any anomalies you need to reverse stage 1 by clicking the orange button on the finance screen
Then go to the aged care module for the service user in question and adjust the values as shown below
Then simply re-run stage 1 again and check the results… Repeat until everything looks as expected.
Once everything looks as expected, back in the Package Fee Run screen:
Click the Send Emails to send invoices automatically to the relevant service users
Download each of the post invoices, send in the post and click the Mark As Sent button when they are all done
Click the ABA File Download button to have the ABA field emailed to you, then upload the file into your banking website to process the direct debits. Once done, click the Mark As Processed button
Once all this is done the screen will change to (you need to give it a few seconds and come out and go back into the screen)
This indicates that this step is now complete
Mark off the next 2 items in the checklist
PLEASE NOTE: Even if you do not manage aged packages you will still need to click the Send Email, Mark As Sent and Mark As Processed buttons in this screen