Setting a maximum number of days after a resident has checked out when expenses can still be added
It can be useful to have a limit on how long after a resident has been discharged/checked out that expenses can still be added to their account. This can be particularly valuable in delicate situations such as when the resident has passed away.
CareHQ allows a maximum number of days after checkout to be set, beyond which expenses can no longer be added to a service user account.
By default CareHQ does not enforce a number of days after resident checkout when expenses can be added. If you would like a limit added for your account, please contact support with the number of days you would like to be set.
When a maximum number of days after checkout has been set, CareHQ will track the time since a resident's checkout.
When the set number of days have passed, a message will be displayed on the Expenses tab of the related service user record, and the Add action will no longer be available.
Expenses can always be added on the same day as resident checkout, and so the maximum number of days set applies to days after checkout. In other words, a days value of 0 (zero) would only allow expenses to be added on the checkout day itself, while setting 5 days would allow expenses to be added for the five days following the checkout day, but adding expenses would not be possible from the sixth day onwards.