Use these features when residents receive services or products (e.g. transport services, haircuts) that need to be billed. These items must be configured in the product catalog beforehand.
Edelion provides three different ways to add services to billing. Depending on the situation, you can choose the workflow that best fits your needs.
Select one or more services from the catalog, add them to the basket, and assign them to a resident.
👉 Best suited for:
Adding multiple services at once for a single resident
Working from a service-oriented perspective
🔗 See guide:
Catalog based workflow: Add Service from Catalog
Add a product or service from the catalog to a resident’s billing items list.
Record services directly within a resident’s profile.
👉 Best suited for:
Working on a specific resident
Recording services during daily care activities
🔗 See guide:
Resident based workflow: Add Service from Resident Profile
Add a service directly from the resident profile to the resident’s billing items list.
Record services centrally by selecting both resident and service in one view.
👉 Best suited for:
Managing entries centrally
Working with an overview list
🔗 See guide:
Overview based workflow: Add Service from Services Overview
Add a service from the services overview to the billing list.
All three methods lead to the same result. Choose the workflow that best fits your way of working:
Start from the Billing → Catalog
Start from the Residents → Resident profile
Work from an Billing → Services overview
To record services, the required permissions must be enabled for the user role. If you do not have access to one of the workflows described above, please check the assigned permissions or contact your local administrator..
👉 See guide:
Configure Permissions for Service Entry
Configure the required permissions so that users can record services for residents.
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