E-Care setup
Tutorial
Before beginning to work with the E-Care solution, some setups are needed. Use the Assisted Setup to do so. You can use preferred setup files to configure most basic configurations like absence reason, address type... in your preferred language.
It's also possible to backup/restore E-Care parameters. Please ask you partner.
Mandatory Setup
Depending on the functionality used, more or less setups are required. Use Tell me and search for Care Setup and select Care Setup. On the page, fill out the fields according to your organization.
- General
- Context
- Default Value
- Numbering
- Ambulatory
- Gastro
- Connector
> Beneficiary Management: Activate if you want to use E-Care in this Company
> Auto Correction P-2: not used/obsolete
> Auto Correction P-1: not used/obsolete
> Activate on Creation : activate a beneficiary on its creation
> Activate on Stay : activate a beneficiary by creating his/her first Stay
> Consider old Manual Entries: override the calculation period, in the past and compute all still open manual entries
> Show Control: activate the "Control" page after a settlement run
> Show Invoice to Cancel: activate the auto-cancel feature (with display of doc to cancel)
> Reason Code: reason code for all entries and documents in the financial module/obsolete
> Max Rounding Amount: 0.00 : obsolete
> Beneficiary Rule Context: define the beneficiary rule context from the contexts list
> Insurance Rule Context: Stationary Insurance
> Public Authority Rule Context: Stationary PA
> Direct Invoice Rule Context: context for invoicing some services directly to someone else
> Copy Invoice for Rule Context: On massprinting, this context will be printed to beneficiary as a copy
> Insurance Ambulatory Rule Context: Ambulatory Insurance
> Public Authority Ambulatory Context: Ambulatory PA
> Institution Dimension Code: Represents the dimension used in accouting for institution
> Default Customer Template: Defines the cust.template to use if nothing is indicated in the institution's parameters
> Reminder Terms Code: Defines the Reminder to use for E-Care
> Contact industry group for birthday: the Industry Group to have this contact appearing in the birthday list
> Beneficiary Nos.:
> Institution Nos.:
> HC Services Nos:
> Contract Nos.:
> Cash Management Nos.:
> Invoicing Rules Nos.:
> Settlement Nos.:
> Link To Benef.Data Nos.:
> Month Unit of Measure: Defines wich UoM should represent a Month
> Day Unit of Measure: Defines wich UoM should represent a Day
> Hour Unit of Measure: Defines wich UoM should represent an Hour
> Ambulatory Import Serial No:
> Consider old Ambulatory Entries: override the calculation period, in the past and compute all still open ambulatory entries
> Print Ambulatory Detail for Beneficiary: print the details sheet when printing beneficiary invoice
Obsolete fields:
LiMed Gen. Prod. Posting Group
LiMed VAT Prod Posting Group
LiMed Service Group Code
LiMed Relation Type
LiMed Beneficiary account No.
Limed Insurance Account No.
LiMed VCR Type
LiMed Inv. Sort Order Group
LiMed Dimension Code
LiMed Dimension Value
Material Gen. Prod. Posting Group
Material VAT Prod Posting Group
Material Service Group Code
Material Relation Type
Material Beneficiary account No.
Material Insurance Account No.
Material VCR Type
Material Inv. Sort Order Group
Material Dimension Code
Material LiMed Dimension Value
> Skip Absence Check: won't mark a gastro import line as error if beneficiary was not present at "consumption date"
> Consider old Gastro: override the calculation period, in the past and compute all still open gastro entries
> Force institution: if the file does not specify the institution, this value is retrieved from the first open beneficiary stay line
> Authoriy Transitory Account No: As E-Care sends detailed invoices to authorities but the payment occurs as one entry, this account is the transitional one for reconciliation
> Cash Receipt journal Template: The cash template journal to use when posting a cash transaction
> Cash Receipt Batch Name: The cash Batch Name to use when posting a cash transaction
> Transporter: Set which official data transporter to use to send e-invoices
Other Setup
The field Contact industry group for birthday defines the Contact Industry Group used to be listed in the E-Care Role Center Foundation birthday list part.
For Your First Invoice
After these setups, to run a settlement, the minimum requirements are:
- one institution
- one object /room in that institution
- one beneficiary
- one beneficiary kind
- one stay for this beneficiary in that room for that beneficiary kind
- one service group
- one service (in that group)
- some pricing for this service
- Activate the service for the institution
- one invoicing rule (for that service group and that beneficiary kind)
- Activate the rule for the institution
