Manage Beneficiaries
Explanation
A beneficiary represents a person living in an institution and earning services (care, hospitality, catering...). It's linked to a contact and necessarily also a customer for invoicing purposes.
It can have multiple terminology, like customer, patient, recipient... but in E-Care, it is overall called a Beneficiary.
ER Diagram
see the synoptic for an overview of the relationships.
A beneficiary must have a stay to activate invoicing, can have an evaluation, should have an addressbook, can have absences.
Aditionally, a beneficiary can have Manual Entry like hairdresser, foot-care and Contract like a telephony subscription.
Don't forget to set the beneficiary to set the flag active before trying to use it !
Create a Beneficiary
To create a beneficiary, first create a Contact, use Tell me and search for Contact, select Contacts of type Lists, and then on the navigation bar select + New. Fill out the basic information about your beneficiary (name, address...). Then, on the Navigation bar select Process | Beneficiary. This will not only generate the beneficiary but also a Customer. You also find this action under Actions | Functions | Create as | Other | Beneficiary.
A Customer Template can be applied, in priority the one defined on the institution card, otherwise the one of the e-Care General Setup will be used.
From the E-Care Navigation bar, select Beneficiaries List , open your beneficiary and fill out the necessary fields.
The following setup must be accomplished before creating and using beneficiary:
- Customer numbering defined
- Beneficiary numbering defined
- Business Relation Link defined (Marketing Setup)
- Chose Naming convention: invert Name like Surname + Middlename + Firstname (Marketing Setup)
More about E-Care Setup.
Manage a Beneficiary
Beneficiary management is a daily activity, whether you are dealing with Absence or evaluation or any modification of any address in the addressbook.
A beneficiary can have one or multiple concurrent stays, it is your responsibility to ensure the consistency of the stay.
Keep in mind to have consistent Start/End Dates between Contract and Entry and between stays.
Don't forget to enter the Absence End Date when the beneficiary is back.
Set up a Beneficiary for LiMed
The beneficiary is where one can set up all medical prescription for each LiMed item this beneficiary can "benefit". Don't forget to put the period of validity for the prescription. If the "incoming" item is on this list see importing migel, it will be billed to the insurance (up to the amount authorized by the FOPH). The excess will be billed to the beneficiary. Any items missing from this list will be put on hold for confirmation, before being billed directly to the beneficiary.
On the beneficiary page, select the menu Ambulatory | LiMed Setup. On this page, you have several fields to fill in:
Fields
For example (sames as under Service):
- For A Suction catheter: it is a direct item, and it's LiMed No is 01.02.10.00.1
- A Protection Pants for incontinence is a Family of no. 15.01. As its complete number is conditioned by the degree of incontinence of the beneficiary.
Example for Suction catheter
Example for Protection Pants
For your information: LiMed Type specifies if the item received from external registration tool (i.ex. CareCoach) represents directly a LiMed item, in that case, select Item or if it's a family for which the level of disease is given on the beneficiary side, so the final LiMed no. must be defined on the beneficiary.
If not already done, go to Configure service for limed to finalize the configuration.
