User Tools

Site Tools


contracts

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revision Previous revision
Next revision
Previous revision
contracts [2017/09/07 12:59]
cfadmin
contracts [2018/12/18 17:13] (current)
cfadmin
Line 42: Line 42:
  
 {{:​wiki:​contract_needs.png?​600|}} {{:​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. 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.
  
Line 50: Line 51:
 {{:​wiki:​contract_invoices.png?​600|}} {{:​wiki:​contract_invoices.png?​600|}}
  
-The invoiced ​screen will list in order the total invoices ran via CareFree, they are listed for reference and can be printed if needed.+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|}} {{:​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 should be entered into the Log section under Clients in CareFree.+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|}} {{:​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|}} {{:​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]]**
  
  
contracts.1504781957.txt.gz ยท Last modified: 2017/11/23 14:24 (external edit)