To create a new HCP quote select a client from the client list and click on “View Details”.
If you scroll down the client’s information, there’s an HCP Quotes section. Just click on “New Quote” on the top right-hand side.
When creating a quote, fill out the “Name” and “Client Contribution”. Then, select a home care package (see how to manage HCP package levels below), the frequency and a start and end date for the quote. In here, you can opt to set the Income Tested fee and add HCP Supplements as well.
The client's income, such as commonwealth subsidy, supplements and client contribution will then be updated. The expenses, including administration and case management fees, will be shown just below the income.
To add services, select one option from the services list and add the number of hours per week or month. The services and prices will be listed according to the prices setup (under administration>services). You can add as many services as you want.
There’s also an option to include miscellaneous expenses not included in the services list. Fill out the name, quantity, unit price and frequency (hours per week, hours per month or once-off) and the item will be added to the quote.
If you need to delete one of the items from the list, click on the red bin on the right-hand side.