August round up

Allocating credit from a credit note against invoices

In August we introduced a number of features and workflow improvements for managing billing, reconciliation and respite to permanent conversion. Much of the new functionality for managing day care was also completed and this is now scheduled for release in September.

Marking invoices as in dispute

Invoices can now be marked as in dispute. This allows automated credit controls to be suspended against the invoice (such as reminder emails) as well as allow you to document which invoices are currently in dispute and why.

We've also added a new Invoices in dispute report which allows you to quickly view the number of invoices in dispute across your organisation as well as the balance of those invoices.

Allocate credit notes against invoices

You can now allocate credit from a credit note against one or more invoices, building on support for reconciling payments which we introduced last month. In the next few months we'll be introducing support for managing overpayments and adjustments as we continue to work towards a comprehensive offering for reconciliation and credit control.

Other updates & fixes

  • Added a new shortcut for converting respite bookings to permanent in a single step (automating the process of ending the existing booking and creating a new one).
  • New video guide added for recording and reporting on complaints.
  • Automatic conversion of respite bookings to permanent after 12 weeks has now been replaced with an automated action that requests the care home review the booking to see if it should be converted to permanent or remain as respite.
  • Updated the admissions, deaths and discharges report to accept dates in the future.
  • The admissions, deaths and discharges report has been updated to include admission and mortality rates. Admission and mortality rates are given as 1,000 service users per week. The rates are calculated using (admissions or deaths / occupancy on start date * 1000 / report period / 7).
  • Added Room count column to the location export.
  • Added support for creating credit notes from an invoice. If receipts & reconciliation are enabled the credit note will be automatically allocated against the invoice.
  • Various visual improvements made to the invoice listings. For clients using receipts & reconciliation there are now additional tabs for invoices Awaiting payment and Paid.
  • Added a notes field and support for uploading related files to complaints.
  • Added support for cancelling a home visit after it has been marked as complete, making it simpler to record no shows.
  • Added additional location roles; Administrator and Nurse.
  • Added dedicated API healthcheck endpoint. This allows us to monitor and report on the API uptime separately from the main applications.
  • Updated closed reasons report to show reasons that are currently archived when reporting on past periods.
  • Updated acquisitions report to show referrer types and sales channels that are archived when reporting on past periods.
  • Updated the change rate view so that the target room rate for the service user is displayed.
  • The sales cycle report now correctly takes account of cancelled visits and assessments (previously these events were excluded from the report).
  • Fixed issue where in some scenarios the room chart page would error when respite bookings were present.
  • Fixed issue with exporting invoices for Quickbooks generating an error in some scenarios.
  • Fixed issue with convert to permanent resident helper not closing related actions.
  • Duration filter now working correctly on location performance report.