Home Screen: Financial Tab

Content

  • Introduction
  • Home Screen: Financial Tab Layout
  • Adjustment
  • Reimbursements
  • Account Balance

Introduction

This article is meant to assist you with the Financial Tab in a Home Screen. The Financial Tab is only available with the Enterprise Financials add-on. For more information or a demo, please contact sales@extendedreach.com. 

If you have a question not addressed here, you can search at the bottom of this article in Related Articles or contact support at support@extendedreach.com. 

Home Screen: Financial Tab Layout

The Financial tab will provide an overview of all reimbursements and adjustments for a home. Use the "Show" drop-down to filter what items display in the Financial Activity screen. 

By default, it will display all items. Select "Reimbursements" to view all items to be paid back to the home. Select "Adjustments" to view all corrected and wrongly invoiced or published amounts.

Image: “Home Screen: Financial Tab Layout”

Reimbursement

To add a reimbursement to the extendedReach system, click on “Reimbursement”. Home reimbursements are mainly used for Days Care; however, can be used for other expenses that the home may have incurred as well. 

Image: “Reimbursement”

Complete the fields and click on save.

Image: “Reimbursement screen”

Reimbursement Information

Field Name Description
Reimbursement Date Enter in the date of reimbursement
Type Use the drop-down menu to select the type of reimbursement
Case Indicate which case you don’t want associated with this reimbursement. Click on the magnifying glass icon to search the eR database
Program You will have options from which to select if your organization includes more than one program
Memo Record any notes you want associated with this reimbursement
Status Auto-fills “New” if it is new
On Hold Check this box if this reimbursement is “On Hold” (shown in Billing tab)
Do Not Post Check a box if you don’t want this reimbursement to post (shown in Billing tab)
Funding Organization Select the funding organization from the drop-down menu

Adjustment

To add an adjustment to the extendedReach system, click on “Adjustment”. Home adjustments are mainly used to correct Days Care reimbursements; however, can be used to correct other expenses that the home may have incurred as well. 

Image: “Adjustment”

Complete the information and click on Save.

Image: “Adjustment: General – Adjustment Information Screen”

Field Name Description
Adjustment Date Enter in the date of adjustment
Adjust Select to adjust a reimbursement or days care
Type Use the drop-down menu to select the type of adjustment (increase or decrease)
Apply To Select the reimbursement that the adjustment will be applied to 
Amount Enter in the amount to adjust for
Memo Record any notes you want associated with this adjustment
Status Auto-fills “New” if it is new

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