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 of 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 organisation.

General

Beneficiary Management: Activate if you want to use E-Care in this Company

Auto Correction P-2: not used

Auto Correction P-1: not used

Activate on Creation : activate a beneficiary on its creation

Activate on Stay : activate a beneficiary by creating his/her first Stay

Reason Code: reason code for all entries and documents in the financial module

Max Rounding Amount: 0.00 :

Context

Beneficiary Rule Context

Insurance Rule Context: Stationary Insurance

Public Authority Rule Context: Stationary PA

Public Authority 2 Rule Context: not used?

Insurance Ambulatory Rule Context: Ambulatory Insurance

Public Authority Ambulatory Context: Ambulatory PA

Direct Invoice Rule Context: use this context for invoicing some services directly to someone else

Default Value

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 birtday list

Numbering

Beneficiary Nos.:

Institution Nos.:

HC Services Nos:

Contract Nos.:

Cash Management Nos.:

Settlement Nos.:

Link To Benef.Data Nos.:

Ambulatory Import Serial No:

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

Mandatory setup to use the material/LiMed import. Please fill-out these parameters to ensure functional use.

LiMed

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

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

Consider old Ambulatory: will override the calculation period, in the past and compute all still open ambulatory entries

Gastro

Skip Absence Check: won't mark a gastro import line as *error* if beneficiary was not present at "consumption date"

Consider old Gastro: will override the calculation period, in the past and compute all still open gastro entries

Connector

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