Integrations

• Clinical record. Carry the clinical record reference on the service episode so reviewers can locate the source case.
• Staff assignment. Carry the staff assignment reference on the episode and charge line when service work is compared with staffing.
• Payroll or finance source. Record an external reference, expected amount, confirmed amount and value date in the episode reconciliation.
• General ledger. Review the account code on pay statement lines and agree where payroll results are posted.
• Tax filing source. Keep the filing confirmation reference and due date with each filing record.

Name the person responsible for each source identifier and the point in the operating cycle when it is checked. Reconcile amounts by episode and period. Keep the original external reference and evidence reference when a difference is investigated. Use implementation to rehearse the full handoff before a broader rollout.