Orders are created based on the type of service a client requires and contain the authorized hours and client charge details. Orders need to be added so home support visits can be scheduled and billed. The Order is found on the Home Support Order (HSO) from PARIS. For more information, see the Data Entry Guide - PARIS Home Support Order (HSO) to Procura.
When the HSO indicates that there is a client per diem, a Client Charge needs to be linked to the LTC or LTC Cluster care Order (VAN/RICH).
Follow these instructions to add a LTC funder order and a client charge order.
1. Client Information > Orders > Add
2. Choose the appropriate LTC Funder for your team > OK
Note: If the client is in a Cluster, choose the appropriate CL Funder. Eg. CLV1 - Alber
The Order Information window appears. You will only need to enter information into two folders; the General Folder and the Rules/Client Charge Folder.
3. In the General folder complete the following:
a) Update the Description field as per your team's practice.
b) The Start Date defaults to the Order creation date. Change this date if applicable.
c) Select Stat. Hol. Service if the HSO indicates the client is to receive service on Stat Holidays.
4. In the Rules/Client Charge folder complete the following:
a) Select Use Rules > Rules
b) Click Add in the Order Rules information window.
c) Choose the Rule Hours per Month > enter the hours as per the HSO > change Effective Date to the 1st of the month > OK.
Note: If the Effective Date is not on the 1st of the month, this confirmation box will appear. Click Yes to continue.
d) Confirm Order entry. If correct, click Close.
e) Next, select Order can exceed rule by and enter the following:
5. Does the client have a per diem? Yes
6. Select Use Client Charges and click on the ellipses to add a new order.
7. Click New Order
8. Select the correct Client Charge funder > OK.
9. Update the Description field as per your team's practice > Save and Close.
10. The Client Charge is now linked as the Target Order.
11. Click on Rules to add the client charge rules as per the HSO.
12. Add Client Charge - Rules = $ per day (as per the HSO). Update the Effective Date to the 1st of the month.
13. Add Client Charge - Caps = $ per month $300 (if applicable). Update the Effective Date to the 1st of the month.
Note: If the Effective Date is not on the 1st of the month, this confirmation box will appear. Click Yes to continue.
14. Save and Close to return to the Orders folder where we can see the added Funder and the Client Charge.
Additional Step: Cluster Order (Van/Rich)
Follow the instructions for creating a LTC order. There is an additional step in the References folder (see below).
1. References folder > Add the Cluster which matches the Funder from the Value list.