May round up

In May we introduced support for charging fixed monthly fees for care along with a number of other improvements for billing and an integration with CareCall.

Fixed monthly fees

There are a number of reasons why you might want to bill a client a fixed monthly fee, for example care annuities typically pay out a set amount each month, or you may offer private clients an option to pay a set monthly amount.

CareHQ now allows you to set a fixed monthly fee for a billing contract either based on a weekly rate or based on a monthly amount. For more information about setting up fixed monthly fees and how they work, read our help article on billing a monthly fee with fixed month contracts.

Other updates & fixes

• CareHQ now integrates with CareCall, to auto-update missing referrer field values in care enquiries based on the call channel set on CareCall.
• Added read API endpoints for invoices.
• Added new help article explaining how fixed month fees work for billing contracts.

• The created date for a care enquiry can now be set via an API call. This allows external sources to set an accurate created date where the API is called periodically (as opposed to immediately).
• The respite period field against care enquiries now offers a set of common options (1 week, 2 weeks, 3 weeks, 4 weeks, and Other). Common options help provide more consistent data to report on whilst still allowing users to specify other periods when necessary.
• Added contract start/end dates to the working export for the location performance report.
• Added new protected leave reason Respite stay ended. This helps differentiate between a respite stay ending and a permanent resident’s stay ending.
• Daily admission rates are now labelled within the recent admission rates report and their difference to the target rate is shown on a per day basis.
• You can now exclude specific room rate types from calculated weekly room rate averages. Use the Exclude from averages option.
• Added funding type filter to the Billing discrepancies report.
• Support users are now excluded from figures in the Application usage report.
• Added location and location group filters to the Weekly rate report.
• Added room number column to the standard invoice export.
• Invoices now support a reference field.
• Invoices can now be searched for and exported at account level (not just location level).
• Added support for setting an invoice reference against a billing contract. This reference is then automatically set against any invoice generated for the billing contract.
• Updated validation rules to support setting the days after invoice to 0 in billing setup for billing parties.
• Added support for setting a payment method for billing parties.
• Added support for configuring a separate invoicing address for locations.
• Added support for setting payment instructions per payment type against locations.

• Added code to handle a scenario where a telephone number in Autumna is returned as null.
• Fixed issue where FNC report link for 'Not applied' figure would not list all applicable results.
• Improved validation of import CSV files to ensure all rows can be read in UTF-8 encoding before accepting the file is valid.
• Added code to handle presence of BOM at start of CSV files.
• Create care enquiry API endpoint updated to require a sales channel in line with application requirements.
• Fixed issue with move and swap room features where moving a booking on the same date as it starts would create an additional unnecessary booking instead of updating the existing booking.
• Fixed rare condition where duplicate records or schedule conflict warnings could flash momentarily when saving a new record.
• Fixed issue on update invoice where error information wasn’t displayed for individual line items.