Add fixed costs during HCP onboarding

This article explains how to add fixed costs for care and package management for a client's home care package (HCP) during onboarding.

The functionality described in this article requires the activation of home care package (HCP) features in your production environment.

Once you've set up your client's budget, the next step of the onboarding process is adding costs for care management and package management services. If your organisation doesn't charge these costs, you can skip ahead to adding planned services.

If you're returning to an onboarding process, you'll need to navigate to the process pathway.

To add fixed costs during HCP onboarding:

1. The process pathway should be at the Plan step. If it isn't, click on the Plan button and then click on the Mark as Current Entry Status button.
2. The top part of this step shows a forecast for the next six months based on what's in the client's budget. Clicking on the Cost Breakdown button will reveal the income for each month and the split between fixed costs and services.
3. As you add fixed costs, you can click on the Recalculate button to see how this affects the forecast.

The 6 Months Forecast is based only on amounts you've entered into the client's budget. It does not take into account any other balances, such as transfer in amounts.

4. If you're charging the client a care management service fee, you can add this by clicking on the plus sign at the end of the HCP Care Management Service row.

5. This will open an Add Service Agreement Item form. Several fields will be filled in automatically, such as the Category Item and the Service.

6. To select a rate, click on the Rate drop-down list. The rates will have been set up to match your organisation's pricing schedule. If only one rate is available, the field will auto-populate.

7. You can also add a date to the Start Date field if you want to start generating records earlier or later than the current date. If you leave this blank, records will commence from the current date.
8. If the care management service will be ending on a specific date, you can add this to the End Date field, however, this is not a mandatory field.
9. Once you're happy with your settings and have completed all of the required fields, click on the Save button. 

If you add any item to the budget by mistake, you'll be able to remove it by opening the relevant form and clicking on the Delete button.

10. If you're charging the client a package management cost, the process is the same as for care management services. You can add package management costs by clicking on the plus sign at the end of the HCP Package Management Service row.

10. This will open a new Add Service Agreement Item form. As with care management services, several fields will already be populated. If the service you select has more than one rate, you'll need to select this from the Rate drop-down list. If there is only one rate, this will be filled in automatically.
11. As with the rate, if the service is available at more than one site, you'll need to select the correct site from the Site drop-down list. If there is only one option, this will be filled in automatically.
12. Adding a start and end date is optional.
13. Once you're happy with your settings and have completed all of the required fields, click on the Save button.