Linking a billing contract to a resident booking

2 minute read

Billing contracts can be created and managed for associated fee payers, including Local Authorities, NHS Trusts, and Funded Nursing Care at a Company Fee Payer level. This document will guide you through the process of liking it to the resident booking profile.

Step 1 - Add to the billing contract

To associate a billing contract with a resident booking profile, ensure the following steps are completed:

1. The fee payer must be linked to the resident's booking profile.
2. The billing contract must be created within the company fee payer profile.

Once these prerequisites are met, navigate to the Schedules & Contracts tab in the resident's profile and select “Add to Billing Contract”.

Step 2 - Selecting the relevant information

If the resident has multiple bookings, choose the correct booking, typically this will be the most recent one. 

Next, select the appropriate Company Fee Payer and corresponding billing contract. Verify that the contribution amount is accurate before clicking “Add to Billing Contract.”

Step 3 - Add Catch-up Care Fees

If the current billing contract does not cover the period from the resident’s booking start date to the first day of the billing contract start date, an option to include additional catch-up care fees will be provided.

Using the calendar picker, select the date the fee payer started the funding for the resident booking. 

The catch-up fees will appear as a separate line item on the invoice, covering the full period specified.