Supplements¶
Beyond accommodation and the care allowance, a resident may have supplements to pay: single room, television, hairdresser, pedicure, drinks, telephone… WideCare handles two kinds.
Supplement types¶
Each supplement is a product of the supplements catalog (Billing → Configuration → Supplement Types), with a Supplement Type that says how it is counted:
Supplement type |
Billed |
|---|---|
Monthly |
Once per month. |
One-time |
Once, when it is entered. |
Daily — accommodation days |
Per day of stay: the bed stays reserved during an absence, so it keeps being billed (a single-room supplement). |
Daily — presence days |
Per day the resident is actually there: not billed during an absence (a TV the resident does not watch while in hospital). |
The price on the product is the official price. It can be raised every year with price indexation.
Recurring supplements: the convention¶
A resident’s recurring supplements are grouped on one supplement convention, kept on the resident rather than on the stay: it survives a room change or a transfer.
On the resident’s record, open the Stay Agreement tab: the Recurring supplements section lists them, and the Supplements smart button opens the convention.
Add a line: product, Supplement Type, start date, quantity.
To charge this resident a price of their own, tick Negotiated price and enter the Unit Price.
To stop a line, give it an end date, or untick Active.
Greyed lines are no longer billed. The Close supplements button sets an end date on the whole convention; Reopen supplements lifts it.
Nothing without a stay
Recurring supplements start once the resident has a stay. A resident with no stay gets no line here, and the section says so.
One-time supplements: the monthly envelope¶
One-time supplements go on the resident’s envelope of the month. The Envelopes smart button on the resident’s record lists them, one per month.
The quickest way to enter them is the Supplements app: click a resident, or select several, and add supplements from the catalog.
A product under a convention
In the catalog, a product already covered by the resident’s active convention cannot be added as a one-time supplement: add it to the convention, or close that line first.
Automatic synchronisation
Adding, editing or removing a supplement updates the resident’s billing of the month on its own, as long as automatic billing refresh is turned on in the billing settings.
Envelopes for every resident¶
Envelopes are opened on their own when the month is generated. To open the missing ones of a period in advance, use Create missing supplement envelopes (SOs) from the gear menu of the billing period.
When the month is already invoiced¶
On a draft invoice, Refresh (gear menu of the invoice) rebuilds it from the current data, keeping the same invoice.
On a posted invoice, the change becomes a supplementary invoice or a credit note: the period shows Corrections pending, click Refresh.