Adding Person Absence Reason Rules

Mohammed Jamal Updated by Mohammed Jamal

Creating Absence Reasons

First, create records with a description of what Absence Reasons can be used by:

  1. Navigate Settings > Configuration > Reference Data.
  2. Expand Care Provider Person Absence, and select Person Absence Reasons.
  3. Complete the fields on the page, mandatory fields are marked with a red asterisk *.

Field

Description

Name*

The name of the Reference Data record that will display in the Look Up lists.

Code

A unique code to track your records.

Gov Code

Optional gov code field.

Inactive

Selecting Yes will mark this record as unavailable.

Start Date*

The date in which the record is available to use from in the system.

End Date

The date in which to disable the use of the record from the system. This will also mark the record as Inactive.

Valid for Export

Responsible Team*

The team associated to and responsible for the record.

  1. Select the Save and Close button.
  2. Repeat for any other Person Absence Reasons.


Creating Absence Reason Rules

Create Charging Rules based on the Absence Reason (with Contract Scheme / Service / Service Detail) associated with a Person Absence record, in order to reduce charges over the period length of the Absence e.g. Service User goes into Hospital and charges reduce by 20% after 2 weeks and then by 75% after a further 2 weeks (and could stop completely after a further 4 weeks).

  1. Navigate to Settings > Configuration > Finance Admin. The 'Finance Admin' page is displayed.
  2. Expand Care Provider Invoicing, and select Person Absence Reason Rules.
  3. Select the Create new record button on the toolbar to create a new Person Absence Reason Rule or click on an existing one to view/edit.
  4. Complete the fields on the page, mandatory fields are marked with a red asterisk *.

Field

Description

Absence Reason*

Select the Absence Reason to which this Charging Rule will apply (see above).

Start Date*

Enter the Start Date of this rule.

End Date

Enter the End Date of this rule, when known (e.g. because a new rule needs to apply to the selected criteria below).

Contract Scheme*

Select the relevant Contract Scheme.

Service All*

Indicate whether all Services against the Contract Scheme are to be included or not.

Service*

Only visible where Service All = No.

Select the Service (in conjunction with the Contract Scheme), to which this Charging Rule will apply.

Service Detail All*

Indicate whether all Service Details against Contract Scheme / Service are to be included or not.

Service Detail*

Only visible where Service Detail All = No.

Select the Service Detail (in conjunction with the Contract Scheme / Service), to which this Charging Rule will apply.

Rate Unit*

Select the Rate Unit(s) that will be used in conjunction with the above criteria, to determine if this Rule should apply.

First Reduced To %*

Specify the reduction to % for which charges will be based upon, for the First Number of Days of the absence.

First Number of Days*

Indicate how many days First Reduced To % is applicable for.

Second Reduced To %

Only appears when First Reduced To % and First Number of Days have been completed.

Specify the reduction to % for which charges will be based upon, for the Second Number of days of the absence.

Second Number of Days

Only appears when First Reduced To % and First Number of Days have been completed.

Indicate how many days for which Second Reduced To % is applicable.

Third Reduced To %

Only appears when Second Reduced To % and Second Number of Days have been completed.

Specify the reduction to % for which charges will be based upon, for the Third Number of days of the absence.

Third Number of Days

Only appears when Second Reduced To % and Second Number of Days have been completed.

Indicate how many days for which Third Reduced To % is applicable.

  1. Select the Save and Close button.

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