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.
This article will describe how to add different Funder Orders.
Sections in this article
Add a Long Term Care (LTC) Order
Additional Step: Cluster Order (Van/Rich)
Add a Short Term, Palliative or Convalescent Care Order
Add a Long Term Care (LTC) Order
This is the most common type of order and will usually not have an end date.
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:
6. Save and Close to return to the Orders folder where we can see the added Funder.
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.
Add a Short Term, Palliative or Convalescent Care Order
Follow the instructions for creating a LTC order, except choose the correct Funder and add an end date as per the HSO.
- Best Practice is to create a Task to remind you to validate the end date of the order prior to the order ending.