Lumary AH - This article explains how to set up a service agreement for invoicing allied health services from private or non-NDIS funding.
Service agreements can be set up for Medicare or private funding, or funding from other funding bodies.
To help guide you through, we've divided the process into:
To start setting up a privately or non-NDIS funded service agreement:
- Go to the client's record.
- Click on the Funding tab. You may need to click on the More drop-down list to find this tab.
- Scroll down to the Individual Service Agreements section.
- Click on the New button.
- Click on the Funding Type drop-down list and select Other.
- Click on the Rate Type drop-down list and select the appropriate rate type. Options will depend on what your environment's set up.
- Set the Start Date and End Date of the service agreement.
- The Contract Number and Notes fields are optional.
The funding information section affects how the system responds to the amount invoiced from an agreement and how that funding is claimed.
- The Total Allocation Limit is the total amount that the client has allocated for services in this agreement. This limit must be set if you plan to apply overclaim settings that prevent or warn users about claiming over the limit.
- Use the Funding Management field to show who should be invoiced for the services provided on the agreement. If you'll be invoicing the client directly, select Participant. If another person should be invoiced on behalf of the client, select participant's nominee, or registered plan management provider if a third party company needs to be invoiced, such as icare or another funding body. An additional field will appear so that you can identify the nominee or funding manager.
You can change Funding Management up until you start invoicing for services. However, once you've generated extracts, you won't be able to change the Funding Management, Funding Manager or Participant's Nominee settings on your agreement. You may need to unlink extracted service delivered (SD) records or make a new service agreement if this information changes.
- Use the Service Agreement Overclaim field to determine what happens when service deliveries are added that will cause the agreement to exceed the allocation limit. By default, this is set to Warn. Setting this to Prevent is the safest way to prevent overclaims. The following table describes how each setting behaves.
|The user will receive an error when attempting to add a service delivery that will exceed the total allocation limit of the agreement.
|The user will receive a warning when delivering services over the total allocation limit of the agreement.
|Services can be delivered over the total allocation limit of the agreement.
Consent and charges
The service agreement can also capture a client's consent and agreed rates for provider travel. Consent is captured by setting the corresponding claim type to Allow.
By default, the rates fields use the equivalent NDIA rates if the field is left blank. Your system administrator can set global rates for your entire organisation, which will then be applied if these fields are left blank.
|Purpose and behaviour
|Provider travel - consent and charges
|Travel Labour Cost Claims
|Prevent or allow the claiming of a worker's labour cost for travel.
|Agreed Travel Labour Rate
|The rate agreed with your client for travel labour. Leaving this blank will use default rates as described above.
|Travel Non-Labour Cost Claims
|Prevent or allow the claiming of a worker's non-labour costs for travel.
|Agreed Travel Non-Labour Rate
|The rate agreed with your client for non-labour travel costs. Leaving this blank will use default rates as described above.
Save and create the service agreement
Once you've filled out as much of the service agreement as you can, click on the Save button to create the service agreement.
Your new service agreement will now be ready for you to add categories so that you can add service items and/or start claiming for services.