Calculate a Settlement

Explanation

The settlement is the pre-invoice state of the result of the calculation for your institution or for the filtered calculation.

E-Care collects the data and processes them to present a detailed result of not only what will be charged but also how and to whom.

Prepare Data

To ensure proper operation, check the parameters under E-Care Setup and pay attention to point For Your First Invoice.

In summary, check that data entered in the different elements (see overview synoptic) are correct and consistent. Check that beneficiaries are active. Check their stays and the accuracy of the periods. Ensure absences are not overlapping. Make sure services and rules are active for your institution.

Calculate Settlement

To run the Settlement Calculation, navigate to the Beneficiary List and under the menu Actions select either Run Calculation for this Beneficiary to calculate only the beneficiary you selected or Run Calculation to run it for all beneficiaries in your institution.

On the Calculation Request Page, various parameters allows you to adjust the way in which settlements are calculated:

Request Page

Periods

Document Date : the document date of the upcoming documents (27.03.2022)

Posting Date : the posting date of the upcoming documents (31.03.2022)

Period Start Date : the earliest P- period to consider (01.01.2022)

Period End Date : the latest date of the P+ period to consider (30.04.2022)

For the date sample, consider we are currently the 4th of April 2022.

Options

Delete Before Calculation : always on. Delete existing settlements

Line Grouping (Compression) : always on. Used for troubleshooting

Purge Line : always on. Used for troubleshooting

Show Dialog : not used

With Inactive Beneficiary : if you want to calculate some inactive beneficiaries that have some leftovers like consumptions

Step to calculate

Stay Calculation : Mostly yes. If you want to calculate the Stays

Absence Calculation : Mostly yes. If you want to calculate the Absences

Contract Calculation : Mostly yes. If you want to calculate the Contracts

Manual Calculation : Mostly yes. If you want to calculate the Manual entries

Gastronomy Calculation : Mostly yes. If you want to calculate the Gastronomy consumption

Ambulatory Calculation : Mostly yes. If you want to calculate Ambulatory (spitex)

Filters

Beneficiary Code : if you want to calculate only ONE beneficiary

Beneficiary Filter : if you want to calculate for a specific range of beneficiaries

Institution Code : if you want to calculate only ONE institution

Institution Filter : if you want to calculate for a specific range of institutions

Comments : Put a comment to find the settlement and simplify document creation filtering

Then, on the top of the page, on the ribbon menu, select Calculate.

Check Result