Customise how service users are identified within invoices to specific billing parties
You may need to identify a service user in a specific way on invoices to a particular contact; perhaps including initials, NHS number, a patient ID, etc. CareHQ allows you to specify any combination of service user identification details to show on invoices to a selected billing party.
This article covers how to update service user identification within invoices for a selected location contact.
By default, invoice line items include the Account code and Full name of the resident/service user, so if these details are suitable for all billing parties then there is no need to update the service user identification fields. If changes need to be made, please note that the service user Account code and Full name will be replaced by any other forms of identification that are selected, so if these standard details need to show in addition to the new identification then they should be selected as well.
How to amend service user identification for invoices to a selected location contact
To update how service users are presented on invoices to a particular billing party, follow these steps:
- From the main navigation menu, select Contacts and then Location contacts.
- Select the appropriate contact from the list.
- Scroll down to the Billing section and select Manage billing.
- Under the Service user identification section at the top of the page, select Service user Id fields and all the options for service user identification will be presented.
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Select a field as presented in the above step to include it in invoice line item descriptions for this contact. The selected field(s) will be displayed directly below, once selected.
- If required, repeat the above step to add one or more further fields.
- Also optionally, you may drag and drop any selected field into a different position, to set the order of information presented on invoice line items.
- To remove any field, select the close (x) option for that field.
- When happy with the selected fields and their order, select Save to store your updates.
Service user identification on invoice line items can also be amended for any individual service user/resident, rather than all service users for a chosen billing party, if required. This can be done as part of setting up billing for a resident / service user.