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Invoicing Errors for overnight services over month end
There is a serious bug with the invoicing of overnight services that run over month end.
I have just discovered that the portion of the service that fall into the later month is being invoiced at a charge of £0.00.. When I voided the invoice and checked everything and then processed the invoice again it then did add the charge, I hadn't actually changed anything..
Re-running the accounts report still shows this service as unvoiced even though it is clearly shown on the new invoice..
I would imagine that if this bug has been around for a while it has probably costs up a fair amount of money but we naturally assumed this had all been tested and was working correctly..
Hi Harley, We need to address this as part of a support ticket, I will close this one down. Rest ausured we are looking at your support ticket. Thanks. Stephen.
E-mail distribution
Hello, Further to my previous feedback about e-mails I would like to add one more. Careforit creates an e-mail address associated with the service user number. So, for example, client 4 will have to following address "client4@lifecarepro.care-for-it.com". Likewise, client 248 will have the following address "client248@lifecarepro.care-for-it.com".
We are aiming to have all communications going directly into theclient's notes. However, If I send an e-mail to client4@lifecarepro.care-for-it.com (for example) from outside of careforit, the e-mail will be allocated to my own notes and not to that of client 4.
Can this be tweaked slightly. It is fine to allocate the message to my notes. But can it also be allocated to client4@lifecarepro.care-for-it.com as well?
Incidentally, If I delete my e-mail from careforit then the message does not get allocated to me. It will get allocated to the notes of client 4
training records matrix for groups of staff
I'd like to be able to run a training matrix for groups of chosen staff, not just one or all.
If there is a rate change in the system then there should be a cut off date this is applied from and should not affect any previous calls prior to that date
Rate changes should only affect future dated call and not anything prior to this
Hi Hannah, just to check, is this the CareForIT product you are talking about and not Brokerage?
If you are talking about CareForIT, we have some development in the pipeline which will be release within the next month or so that satisfies your requirement.
Thanks.
Stephen.
Attachments on e-mails
Pictures and Attachments to e-mails sent directly into careforit do not show up in the note. We have to ask the service user (or staff member) to send the e-mail to an alternative e-mail addess. What happens to these attachments? Presumably they are stored somewhere in the system. They should still show up on the notes
emails
When sending e-mails through the system you should not be restricted to just the e-mails recorded on the service users contact list. You should be able to manually enter the address that you want the e-mail to go to and just send it. That way, all communications regarding a service user can be in the Service User's notes.
View SMS received in date order rather than / as well as by staff member
Would it be possible to view SMS messages received in different formats?
Currently, unless you see the SMS on your screen you would have to go into each individual staff member to view the SMS again.
Would it be possible to put a date range in; just like the List View, and get all the SMS received in that time frame.
Many thanks,
Tony.
Hi Tony, Great News! We have created a standard report for you that will give you the ability to select a start and end date showing all the SMS's for that period. As with startard reports you can then export this data to CSV and filter even further.
I hope this helps.
Thanks.
"Not Reconciled" filter option on the list view
For cleaning up prior to invoicing it would be very useful to have an "Not Reconciled" filter option on the list view.
Customer support service by UserEcho
