NaviCare Enterprise Enquiries

The Navicare Enterprise: Enquiries module is the startpoint of the workflow through which a person becomes a service user. The Enquiries module ensures management of contact records (enquirers, perspective SU, LA, funders etc). It keeps a track of all the communication involved, sends alerts, reminders and notifications at various stages of the workflow and can be linked to Word Processing to produce mailshots and information requests from the enquiry database. At the stage of Referrals, it allows different assessments to be carried out, appointments to be made and funding information to be recorded and viewed. At the point of offer, Enquiries also provides information on the availability of rooms in a home.

NaviCare Enterprise Invoicing

NaviCare supports complete multi-stream, multi funder, multi period billing in both gross and net forms. All forms of billing cycle from yearly to 4-4-5 are supported, including custom periods when required. In addition, mid period fee changes are automatically honoured, both for primary funders and the effect of changes of DSS on an LA or main funder.

NaviCare generates rolling contractual invoices; variable invoices, such as for timesheets for domiciliary care or day care; and charge invoices for one-off invoicing. Change invoicing can be linked to a Service User’s personal allowance if desired.

To reconcile your invoices produced with your accounts, accruals and prepayments are created automatically, honouring the account codes, cost centres and customer references entered from your accounts system. Both these and any invoices / credit notes produced are exported to your accounting system either as a file or via a third party system such as BizTalk. This is double audited to ensure the integrity of your financial data.

If a mistake is made, adjustments can be quickly entered with automatic production of invoices or credit notes as appropriate. Credit notes can also be produced when someone is discharged, the system honouring any Grace Days or notice period in their contract.

All the information to drive invoicing can be entered directly into NaviCare, or can be imported from separate systems if required, as detailed in the next section.

NaviCare Enterprise Reports

NaviCare.net Reports builds on the power of the SQL reporting services to provide insightful off-the-shelf reports combined with powerful analytical features. NaviCare.net Reports are also BI-ready and able to be optionally linked into a data warehouse and Analysis cube structure to give you complete flexibility and control over your data. Even without this add-on, the reports available to you turn data into information allowing you to take real actions.

Off-the-shelf – A number of standard off-the-shelf reports have been built into NaviCare.Net; for example, the system will automatically provide a report on medication rejections by carer report. Reports can be delivered through any of the following mediums, in application to the screen, to a website, via email delivery and the system comes with export and save options (pdf, excel, word).

There are many “live” reports dotted throughout the application to provide meaningful access to information without requiring a change of context.  For example, within the Mediaction system, medical statistical records are kept and displayed for each service users automatically.