Use this guide when:
Setting up the system for the first time
Introducing resident billing
Making changes to billing structure or logic
To ensure that services can be recorded and billed correctly, several configuration steps must be completed.
The checklist below guides you through the setup process.
Please complete the following steps in the given order.
Define the different cost categories for services, for example:
Care costs
Accommodation costs
Support costs
Other costs
👉 These categories are used to structure services.
🔗 See guide:
Configure Service Cost Types
Configure the core cost categories required for billing services. This setup is typically done once per organization.
Define how costs are distributed, for example:
Resident share
Insurance share
👉 This is essential for correct billing.
🔗 See guide:
Configure Care Cost Allocation
Define how care costs are distributed between residents, health insurance providers, and the canton according to KVG regulations.
Set up the product catalog so that services can be recorded.
This includes:
Defining product attributes
Creating product categories
Creating products
Creating catalogs
👉 Without a product catalog, services cannot be recorded.
🔗 See guide:
Set Up Product Catalog
Set up the core catalog structure that defines the products and services available for billing in your care home.
Define pricing for your services.
This includes:
Creating price lists
Assigning prices to products
👉 Pricing is required for billing.
🔗 See guide:
Configure Price Settings
If you are using external systems:
Billing systems
Integrations
👉 This step is optional and depends on your setup.
Ensure that users have the required permissions.
👉 Without permissions, services cannot be recorded.
🔗 See guide:
Configure Permissions for Service Entry
Once all steps are completed, services can be recorded and billed.
👉 You can now start recording services.
Recording Billable Services for Residents – Overview
Add Product to Resident Billing
Add Service from Resident Profile
Add Service from Services Overview
We're here to help. Please feel free to contact us.
