Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!
Adding contract information is the second step to setting up funding for a Client. This information details who you charge for care and how they pay for it. This article will show you how to create a contract.
You will first need to add payer information before adding a contract, if you have not done this yet please read this article- How to add and edit payer information.
To view Contract information, Start by clicking on the Finance tab, scroll down the left-hand sidebar and click on the Payer Contracts tab.
Here you will see all of the payers you have added to the system and any contracts that they may have assigned to them.
How to add a contract
Once you have added the payer details you can add a contract this is information on how the payers will pay for care.
Start by selecting a payer. you can do this by scrolling down the list or by using the search bar function.
To add a new contract or another contract, click the Add contract button.
You will now be taken to a page where you can fill out details about the contract. The Payer's name will already be populated for you, saving you time.
Here you will be able to add information about the contract such as:
Contract name
Rate card
Invoice format (optional)
Invoice group (optional)
Service types
Invoice cycle
Please note: You will need to create invoice rates before you add information here, you will not be able to add invoice rates directly from this page. For more information on how to do this please see this article - How to create and manage invoice rates.
Fields with an asterisk must be filled to save the page. Once you have completed the information click Save.
Refresh the page in order to see the changes. You will now see details about the payer and the contract.
If you need to add additional contracts we advise that you only add additional contracts per private funding. For example, if you have multiple Clients funded by the same council and 5 private Clients, you would add 6 contracts in total and then create individual Client funding.
How to edit or delete a contract
To edit contract details, start by searching for the payer. You can do this via:
Scrolling the payer card list
Using the filters
Search bar
Once you have found them, click on the payer's card. Here you will be able to see their personal information as well as any contracts they have attached to them.
Click on the edit icon in the contract section to edit this information. Once you have made your edits, click Save.
To delete a contract, Click the bin icon on the contract section. A message will pop up confirming your actions, if you want to delete the contract click Yes, proceed.
The contract will have a tag stating it is inactive and you will be able to see a full list of inactive contracts under the show inactive contracts button on an individual payer profile.
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