Adding a one-to-one care record to a resident profile

Modified on Mon, 9 Jun at 8:06 AM

2 minute read

One-to-one care records can be associated with a resident's profile when additional care takes place within the home. These charges should be added promptly to the resident's profile to support accurate record-keeping and financial tracking.

How to add a one-to-one care record to a resident profile?

You can add a one-to-one care record in one of two ways:

Option 1: via the resident profile

Navigate to the Resident Profile.
Go to the Billing tab.
Select the One-to-One care tab.
Click Add One-to-One.
Complete the form by populating the fields below:

Option 2: via the one-to-one table

Navigate to the Invoices & Accounts dashboard
Select the relevant location
Select the View One-to-One tile
Click Add One-to-One care log (yellow plus sign).
Complete the form by populating the fields below:

Field	Description
Choose a booking	Select the booking the one-to-one care should be associated with.
Start Date	Select start date of when the one-to-one care was given
End Date	Select the end date of when the one-to-one care was given.
Number of Hours	Enter the number of hours of care that was given
Rate	Select either the hourly rate or the total rate. If hourly is selected the total rate will be calculated by multiplying the number of hours by the hourly rate.
Notes	Optional free text for internal use only.

One-to-one care status

Each one-to-one care will be assigned a status, which helps you monitor its progress throughout the billing process.

Status	Description
Incomplete	The one-to-one care record has been created but has not been attached to either an invoice or a credit note.
Complete	The one-to-one care record has been attached to either an invoice or a credit note.