Once the service package details are saved, you can add adjustments for a given week if required.
An adjustment can only be added for a week at a time, and the Start Date cannot fall outside the system-defined week start date. If trying to save the record outside of the system's week start, a validation message will be provided.
The purpose of the Adjustments screen is to allow adjustments to be invoiced when the care provided in an invoicing period differs from that on which the advance charge for the invoicing period was based. During an invoice run, the value of an adjustment is calculated for the week it is effective, and the previously charged advance charge for that week is subtracted from it. This can result in a positive or negative adjustment.
To add an adjustment, follow these simple steps.
Click Service User, then click Service User.
Click Find, then select the relevant service user record.
Select the Service Funders tab, then select the relevant service funder.
Select the Service Packages tab.
Click the Adjustments tab, then click the plus icon.
Enter the relevant details.
Click save.
Field | Description |
Start Date | Always be the start date of the week, as defined in the environment. |
End Date | Read only and default to Start Date plus six days |
Adjustment Type | Selected from the list of available adjustment types configured in the Adjustment Type settings. |
Adjusted Hours | Equivalent to weekly hours on the Details screen, and needs to reflect the increase or decrease in hours for that week. For example, if the standard weekly hours are 10 and five hours have rolled over to the following week, then 15 hours need to be added. |