Finance Coding Set Up

When creating a Care Package financial codes will be generated. The codings for each segment of the financial code need to be set up.

Financial codes are made up of:

Cost Centre/Subjective/Analysis 1/Analysis 2/Other

Other is automatically set to 000000 so does not require setting up.

Setting up Cost Centres

Settings-CCG

Click on name of CCG:

That will drill down into:

To add required Cost Centres, click on “New Cost Centre”:

Name will be the description of the Cost Centre e.g. CHC Adult Fully Funded and Value will be the coding e.g. 946141

Click Submit and then the Cost Centre will be listed:

Repeat steps above to add all required Cost Centres.

Setting up Subjective Codes

Settings-Lists

Click on Subjectives:

To add a new Subjective type in the first field the Subjective coding e.g. 52161071, and in the second field type in the Description e.g. Funded Nursing Care Allowance:

And then click on the “Add” button. The new Subjective code will then be displayed under “Items”:

Repeat steps above to add all required Subjective Codes.

Setting up Analysis 1 Codes (Place)

Places Codes are linked to each individual Medical Practice.

Settings-CCG

Click on name of CCG

Click on name of Medical Practice:

The Finance code field holds the Place code.

Setting up Analysis 2 Codes

Settings-Lists

Click on Analysis 2 Codes:

To add a new Analysis 2 Code type in the first field the Analysis 2 coding e.g. PRCAHO, and in the second field type in the Description e.g. PRIVATE CARE HOME:

And then click on the “Add” button. The new Analysis 2 code will then be displayed under “Items”:

Repeat steps above to add all required Analysis 2 Codes.