Differences

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--- contracts [2017/09/05 13:50]
cfadmin
+++ contracts [2018/12/18 17:13] (current)
cfadmin
@@ Line 34: / Line 34: @@
 __**Alert Times:**__The boxes labelled Low, Medium and High indicate in minutes the alert times for the contract, which can be changed here. It is possible to set no-show and no-go alerts coupled with ECM so that a coordinator can be prompted in CareFree if no one has logged in or out of a call. Please see the ECM section on the left for more information on setting up alerts.
-__**Split Funding:**__Options are given here to to set split funding for contracts, this would be used when only parts of the contract pay for the care, so for instance a social services contract might pay the majority share of 90% but needs topping up with another contract to reach 100% the other contract might be a private contract for instance.
+__**Split Funding:**__Options are given here to to set split funding for contracts, this would be used when only part of the contract pays for the care. For instance a social services contract might pay the majority share of 90% but needs topping up with another contract to reach 100% the other contract might be a private arrangement/contract.
+Cycling through the tabs, the next one is other:
+{{:wiki:contracts_other.png?600|}}
+The Other section allows you to enter optional financial details into the contract.
+{{:wiki:contract_needs.png?600|}}
+On the needs screen, make sure you add all available needs in. This ensures that the need is available for the call as and when its needed.
+{{:wiki:contract_customer_address.png?600|}}
+The customer address screen will detail the address of the customer, remember the customer is the actual person paying the invoice, make sure the address is correct so that it appears on the printed invoices correctly.
+{{:wiki:contract_invoices.png?600|}}
+The invoices screen will list in order the total invoices ran via CareFree, they are listed for reference and can be printed if needed.
+{{:wiki:contract_log.png?600|}}
+It is possible to create contact logs for contracts, this area could be used for any details passed back from social services or from a private client when it relates to the contract level. Please be aware regular logs for clients (i.e not related to contracts) should be entered into the Log section under Clients in CareFree.
+{{:wiki:contract_clients.png?600|}}
+This screen shows which clients this contract is linked too. For social service type contracts you will usually see more than one client linked.
+{{:wiki:contract_funding.png?600|}}
+Funding is where you setup the percentages linked to split funding. As an example a social services contract might only pay 90% of the total bill, 10% would be payed for with another contract.
+For more information on Split Funding **[[splitfunding|CLICK HERE]]**

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