Quick quiz
Question 1
What are the main parts of the billing process in Case Manager
Answer
- Adding costs to cases
- Invoicing the costs
- Receiving payments for the invoices
These can be regulated by estimates
Question 2
You're looking at a case and want to see whether the cost of the Earning Capacity Assessment has been added to the case, and also whether it has been invoiced. What do you do?
Answer
Click the case's Costs tab and use the filter to search for this cost, see Quick filter. If you find that it has been added, you can look for the icon at the Invoiced column that indicates whether it has been invoiced, see Costs tab at D.
Question 3
A consultant asks you why she can't add a certain cost to her case. What are some reasons for this and how would you check?
Answer
As you saw at Controlling costs, the case's category is very important. It may simply be that this cost is not linked to her case's category.
Alternatively, settings for the case's category may specify that no costs can be added the case if there is no estimate.
If there is an estimate for the case you can see it at the Estimate tab. You can see whether the estimate contains this cost. Alternatively, it may be in the estimate but is fully spent.
Next module: Tasks and calendars