Creating Providers and Services

In order to create a care package in Digital CHC details of Care Providers and Services need to be recorded in the Directory of Services module.

A Company can be recorded if you want to hold details of a Parent Company for a Provider.

A Provider can be added once and then linked to multiple services.

Please note that there is a one-to-one relationship between Services and Providers. You cannot create a service and link it to more than one Provider.

Once the Provider and the Service has been created a ‘Commissioned Price’ can be recorded. Commissioned prices can be an agreed contracted rate or a standard rate e.g. FNC.

Add a New Company

You can add a new Company by clicking on the “Companies” menu option on the left-hand side and then by clicking on the “Add a Company” button:

You will then be presented with a blank screen to record Company details:

· Company Name, Address Line 1, Address Line 2 and Postcode are all mandatory fields.

· Address Line 3 and Address Line 4 are optional.

Once all fields have been completed click on the “Save” button.

Add a New Provider

You can add a new Provider by clicking on the “Providers” menu option on the left-hand side and then by clicking on the “Add a Provider” button:

You will then be presented with a blank screen to record Provider details:

· Provider Name, Address Line 1, Address Line 2 and Postcode are all mandatory fields.

· All other fields are optional.

The “CQC Rating Website” field can be used to record the URL for that Provider’s CQC rating.

You will be given warning messages if any mandatory fields are not completed.

Once all fields have been completed click on the “Save” button.

The “Manage Users” button can be used, at any time, to add Care Provider users who will be able to use the IEG4 Provider Portal.

Add a Service

Please note that there is a one-to-one relationship between Services and Providers. You cannot add a service and link it to more than one Provider.

You can add a new Service by clicking on “Providers” on the left-hand menu and then clicking on the name of the Provider that you want to add the Service to.

Click on the “Add a Service” button. You will then be presented with a blank screen to record Service details:

Complete the relevant fields for the new service you are adding.

· Name of the service, Description of the service provided and Search result snippet are all mandatory fields.

You will be given warning messages if any mandatory fields are not completed.

Once all fields have been completed click on the “Save” button.

Directories tab

Once the Service details have been saved, click on the down arrow on the right-hand side of the screen to add the Service to a Directory:

This is where you will record the Service Directory that the new service will be linked to.

Click on the “Join a Directory” button:

Click on the drop-down arrow and then select the Directory that you wish to include this new service in.

Once you have selected the Directory that the Service is linked to, then you need to select the Care Product Type using the drop-down list (these options are mapped into the Care Product Type Code in the Patient Level Dataset):

Once those options have been selected click on the “Save” button.

A Service must be linked to a Directory and a Care Product Type, otherwise it will not be available to nurses when they are creating care packages.

You can then see which Directory the Service is linked to:

Commissioned Prices

Once the Provider and the Service have been created, where there is an agreed price between the ICB and the Care Provider for the service, a Commissioned Price needs to be recorded.

Click on the “Commissions” menu option on the left-hand menu:

Click on the “Add Commission” button:

To search for the new service you have just created click on the icon next to the “Service” field:

Search using with the Provider Name and/or Service name. Any matching records will then be displayed:

Click on the service and then complete the mandatory fields:

· Organisation

· Start Date

· End Date

· Type of Commission (Contracted cost or Standard rate i.e. FNC)

If you select “Contracted Cost” then you will need to complete the mandatory ‘Unit of Measure’ and ‘Unit Cost’ fields:

If you select “Standard Rate” then you will need to select the relevant standard rate type e.g. FNC.

Once the commission rates have been recorded click on the “Save” button to save the Price for the Service for the Provider. You will then see the message that the commission has been saved:

Click on the x in the top right-hand corner to close down that page.

Click on the “Search Commissions” button and you will see the commissioned service in the list of Commissions.

Please note any standard priced services e.g. FNC will show on here as a price of £0.00 as the standard rate that has been set up on the “standard rates” screen will be applied when the service is added to a care package.

Providers – VSR Code

Once a Provider has been created a VSR code needs to be recorded.

Click on the “Payment Details” option on the left-hand side menu:

Then click on the name of the Provider:

Type in the Vendor (VSR) code and click Save.