Client Management, Claims and Billing
Inerva Enterprise Finance Client Management system tracks client subsidies,
billing and recovery, bonds, trust accounts, leave and movements.
The modern user interface provides instant access to all client information,
financial status history, charges, invoices and payments, subsidies, bond,
leave, ad-hoc file notes and reminders.
The residential claims and billing module provides for the tracking of any
change in resident circumstances thus updating subsidy claims (via printed
reports or direct to Medicare via eBusiness) and basic fee billing.
Built for aged care, client billing draws on information from the latest
Medicare schedules to automate basic daily fee charging. Sundry charges can be
added at any time from the client detail record or on-charged from the supplier
invoice entry. Some PABX systems are integrated for simplified phone system
charging.
Bond management tracks bond instalments and retentions. Prudential statements
can be produced at any time from the client record. The bonds system caters for
flexible interest charging, instalment / lump-sum scenarios with industry limit
warnings.
Know your current debtors position at all times with online live data reflecting
aged receivables. Drill down to client information and history from a single
consolidated view of all outstanding invoices.
Flexible invoice entry allows you to create invoices from the client record,
bank reconciliation and the central debtors view. The invoice entry window lets
you describe the invoice parameters based on default information from the client
profile or override with specific information. Rich text notes and images may be
attached to any invoice in the database for instant reference.
Invoices or invoice items that are charged periodically can be automated to save
time and increase accuracy. Standing invoices can be configured for any
frequency. Line items on invoices may be configured for units per period each
with start and end dates. Recurring invoices and unit charging make it a snap to
charge fixed consumption or rental arrangements.
The Client Management Module provides for
• Residential, Retirement and Community Billing
• Automated basic daily fee charges
• Claims submission via standard report or eBusiness
• Claims reconciliation
• Medicare Rate Tables
• On-charge from supplier invoices
• Group receipting for pension based payments
• Fast Billing Wizard
• Direct Debit
• Bond tracking and management
• Client trust account tracking
• Hospital, Social and Pre-Admission Leave tracking
• Flexible client database allows you to add business specific information about
clients
• Rapid invoice and payment entry
• Instant online aged receivables analysis
• Account templates quickly split payments across general ledger
• Default (automatic) receivables general ledger posting accounts by client
• Flexible billing units; Item, time and period charging
• Configure recurring invoices or line-item charges
• Enter payments directly from bank reconciliation
• Print invoices and statements
• Track client history
• Apply client credit
• GST enabled
• Credit limits and payment terms
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