Overview
Our platform now supports capturing Professional Services, integrating them seamlessly into the system. This enhancement allows for the listing and management of professional services for long-term unemployed individuals, enabling both expense claim submissions and activity tracking.
Features
Unified Professional Services Tab:
- The "Indigenous Mentoring Activities" tab has been renamed to "Professional Services."
- This tab will list all professional services, including Allied Health activities.
Service Types Supported:
- Allied Health
Service Creation and Editing:
- Users can create and edit services with the following information:
- Professional Details:
- Qualification: "Psychologist" or "Other Allied Health Professional" (mandatory)
- Specialist Type: Optional field
- AHPRA Number: Optional field
- Title: Mandatory field
- Service Details:
- Date of Service
- Consultant
- Identified Barriers
- Details of Intervention Provided
- Confidential Notes: Available only to users considered professionals for the service type
- Session Type: Options include "OHG5 – Group (2-5 jobseekers)," "OHG6 – Group (6-20 jobseekers)," "OHIN – Individual," and "OHINPH – Other Allied Health Individual Phone Session"
- Appointment Date
- Appointment Status: Options are "Did Not Attend" or "Attended Appointment"
- If "Did Not Attend," the 'time spent in minutes' is set to 60 and locked
- Document Attachments
- Professional Details:
Expense Creation:
- Upon approval of a service, an expense is created:
- Allied Health: Expense type is 'Professional Services'
- Expense fields populated from service:
- Title, First Name, Surname, Qualification Type, and Specialist Type
User Profile Updates:
- New fields added to user profiles to support automatic information population:
- Professional Services Qualification
- Specialist Type
- AHPRA Number
- Title
Permissions and Approvals:
- Configure permissions for creating and approving services per type.
- Multiple users can approve Allied Health services based on user settings.
- Expenses are created upon approval if the feature is enabled.
Professional Service Notes:
- Notes are visible only to users with a linked professional service staff profile.
- Notes column in the professional service activity tab shows the number of attached notes.
- Users can add, edit, and delete notes within a modal showing all notes chronologically.
Implementation Details:
- Settings for expense payment type invoice added in admin settings.
- Professional Service Staff can manage notes and view service history.
- Expense calculations based on service duration:
- Allied Health: duration * 2.09
- Psychologist: duration * 2.50
This functionality ensures that our platform effectively supports the management and tracking of Allied Health professional services, enhancing the efficiency and accuracy of service provision and expense claims.