Visit Checking

As visits are completed they are reviewed and flagged as having been “Checked” i.e. the costs and potential impact on the invoice value look reasonable. The idea is that this is done daily so any queries can be raised immediately.

If all the visits for the order have been auto checked then the order will be flagged as "STO" (straight through order)i.e. the order has been financially completed without any admin involvement.

In order to speed up this process you can define rules that sets visits to be “automatically checked” - see below for more details.

All visits have a Financial check status of either:

  • Not checked

  • Checked

  • Automatically checked

  • Referred

On the Order there is a flag Are visits financially checked which shows for the order if all visits have been checked.

Automatic financial complete - must be selected for the contract for the visit checking functionality to be activated.

On the Contract there is a tab called Visit Checking. You set the rules for automatic checking on this page.

As each visit is processed the rules for the Visit Result type (i.e. all the ones that are selected) are checked.

For No Access and Follow On if all selected tests are passed then the Financially Checked flag on a visit is set = Automatically checked.

For Completed visits, if there are no other incomplete visits and all other visits are flagged as checked and all selected tests are passed then set the Financially Checked flag on the visit = Automatically checked and the Order is set to Financially Complete.

If an Order is automatically flagged then the Order Completion Method will be set = Automatic. If all the visits for the order have been auto checked then the order will be flagged as STO (straight through order). If you manually set an order to Financially Complete then the Order Completion Method is set = Manual.

If any of the tests are failed for any of the statuses then if there is a Default Referral Type and Referred To set for the contract, the Financially Checked flag is set to Referred and the Referred is set to the Default Referred to and the Referral Type is set to the Default Referral Type. Otherwise the flag is set to Not checked.

If any visit fails the test then a field on the visit is updated called Auto check Failure Reason.This is a comments field which concatenates all the various failure reasons e.g. Total cost greater than £999, Contains overtime.