Referrals and Contracts:

• A complete and highly configurable system built on Dynamics Nav’s comprehensive Customer Relationship Management (CRM).

• Supports extensive information gathering and reporting while also including a comprehensive workflow engine.

• Allows for lookups between contracts, preferred pricing arrangements, room or service availability and booking, and the attachment to enquiries of existing contacts.

• Has the ability to attach interaction documents which can be either stored within the database or on a network location

Care Invoicing

• Supports complete multi-stream, multi funder, multi period billing in both gross and net forms, including custom periods when required.

• Mid period fee changes are automatically honoured, both for primary funders and the effect of changes of DSS on an LA or main funder.

• Generates rolling contacts and contractual invoices.

• To reconcile  invoices produced with your accounts, accruals and prepayments are created automatically

• Invoices / credit notes produced are exported to  accounting system either as a file or via a third party system such as BizTalk

• Credit notes can be produced when someone is discharged, the system honouring any Grace Days or notice period in their contract.

Reporting

• Uses Microsoft SQL Server 2005 Reporting Services (RS) as its reporting to report across  HR and Care Management systems in the same tool

• Includes on-line filtering tools that allow fast, accurate searching for specific records, or more general filters

• Thus you could instantly go from seeing general room availability in the West Region to the same availability where the room was ground-floor and larger than 15 square metres

• Includes Report Development Suite that offers a combination of Wizard based report creators, and more advanced features, to allow you to create additional reports and make them available to all of your users