The Supplements app¶

The Supplements app is the screen dedicated to entering and managing residents’ supplements. It brings together in one place what would otherwise be split between the resident record and the billing period: opening a resident’s catalog, adding supplements to several residents at once, managing recurring conventions, maintaining the catalog and tracking billed amounts.

You will find it in the main menu → Supplements app. When the Meals app is installed too, a Supplements entry in the Meals menu opens the same screen.

The Residents screen (the starting point)¶

On opening, the app displays the Residents screen, in kanban view (cards) or list view. It lists the residents who can be charged now: those whose stay has started, and those who left while the month of their departure is not invoiced yet. Each card is the usual resident card (photo, name, room, sector, presence badges), with a basket icon “Add supplements”.

• Click a resident: WideCare directly opens the catalog of their supplements envelope for the current month. You land on the entry grid, without going through the record.

• In list view, each row shows the resident’s Open envelope and an Add supplements button; the header has an Add via catalog button to act on the checked residents.

Adding supplements to several residents¶

This is the app’s central shortcut: applying the same supplement to several residents without reopening each record.

1. On the Residents screen, select several residents:

   • Ctrl+click (or Cmd+click) on a computer adds/removes a resident; Shift+click extends the selection to a range;

   • long press on a touch tablet;

   • or enable the Multiple selection button, which selects on a single click.

2. Click the Supplements (N) button that appears (N = number of selected residents). In list view, use Add via catalog.

3. A single catalog opens. Each supplement you add, modify or remove there is applied to the open envelope of each selected resident, for the current month.

In this shared catalog, the left panel shows a Residents section: the residents concerned appear as tags, with their number. The Add link lets you add more on the fly; removing a tag takes out the resident (the last one cannot be removed). The quantities on the cards are the supplements already recorded for this month: + adds one, − takes one off. Each change is confirmed by a notification with an Undo link.

One-time and recurring supplements¶

The app distinguishes the two kinds of supplements already presented in Supplements.

• One-time — added to the month’s envelope via the catalog (hairdresser, pedicure, drink, phone…). The One-time supplements menu gives the list, with the resident, the period, the supplement, the quantity and the price, and the Vendor bill it was recharged from, if any. Group it by resident, period, supplement or vendor bill; the Recharged from a vendor bill filter isolates the recharges. This is the place to review everything entered over the month.

• Recurring — renewed each month via a convention (see the next section).

Supplement conventions¶

A convention groups a resident’s recurring supplements (single room, TV, phone…). It lives on the resident, not on the stay: it survives a room change or a transfer between sectors. Each resident has one single convention, which gathers all their recurring lines; starting a second one shows a warning with a link to the existing one.

In the app, the Conventions menu lists the recurring supplement lines (resident, convention, product, supplement type, unit price, dates, quantity, active). The convention itself — with its status and its buttons — is managed from Billing → Facturation → Supplement Conventions, or from the Supplements smart button on the resident’s record.

On the convention:

A line follows the official price, including its yearly indexation, unless Negotiated price is ticked: the Unit Price typed on the line is then charged.

The supplements catalog¶

The Configuration → Catalogue menu holds the list of billable Supplement Types (the same list as Billing → Configuration → Supplement Types). Each supplement has:

The search bar filters the catalog by supplement type.

Reporting¶

The Reporting menu opens an analysis view of billed supplements:

• a graph of amounts per product;

• a pivot table (residents × months);

• a detailed list of supplement lines.

You can filter between One-time and Convention supplements, and group by Resident, Supplement or Month.

Key points to remember¶

• The Supplements app is a dedicated entry screen; it acts on the same envelopes and conventions as billing — no duplicate data.

• The Residents screen is the starting point: click a resident to open their catalog, or select several (Ctrl+click / long press / Multiple selection) then Supplements (N) to serve them all at once.

• One-time = once on the envelope; convention = recurring, on the resident, surviving stay changes.

• A product under an active convention cannot be entered as one-time.

• The catalog carries the type and the price (value specific to the facility); the reporting tracks amounts per resident, product and month.

Further reading¶

• Supplements

• Recharging a vendor bill

• Billing a month, step by step

• Billing overview

• Billing settings