AUHC Custom Setting: Enable_Group_Event_Billing

Context:

You might find yourself in a situation where you need to select a Scheduled Event Delivery Ratio for a Group Event so that individual attendees are able to be selected for the Group Event based on their ideal delivery ratio. Besides, you also want to be able to select the Ratio when adding a client to a group event so that these automatically populate the job.

• The solution is to match the Lumary model and method for setting the Group Event ‘Event Delivery Ratio’. For Phase 1, Lumary is allowing delivery ratios from "1:1" to "1:5". Future phases will extend this list

• After 01 July 2021, Lumary is allowing for group event jobs scheduled prior to 01 July and using the old NDIS ratio method to still be processed for client billing. However, after 01 July, Group Events should only be scheduled using the new client service agreement item method. This will be on the provider to alter their business processes to ensure schedulers are using the correct method. Skedulo will not be placing a restriction on which method will be used.

Solution:

This setting Enable_Group_Event_Billing is used to control these below features:

1. Add a new field to the Group Event modal to select the Group Event's Delivery Ratio

• Field label: "Scheduled Event Delivery Ratio"

• Field Type: Picklist

• Mandatory?: Yes No

• Values: "1:1", "1:2", "1:3", "1:4", "1:5"

• Default Value: None selected

• Store the selected value on the Group Event record

  

2. Warn when changing the Scheduled Event Delivery Ratio for an existing Group Event

• For an existing Group Event, when the scheduler changes the Scheduled Event Delivery Ratio and saves the Group Event then display the following warning message:

  • “Changing the Scheduled Event Delivery Ratio for a Group Event does not automatically change any delivery ratios for jobs created using this Group Event. Scheduled Delivery Ratios for existing group event jobs should be reviewed when changing the ratio for the Group Event.”

3. Given a New Group Event

When User is adding a Client

Then User is able to select a Ratio

• Field details:

  • mandatory: NO

  • picklist

  • values (similar to the “Event Delivery Ratio” picklist in the Job Details)

• Ratio field is pre-populated based on the ratio extracted from Service Agreement Item and can be updated to other value by users. If SAI has no ratio to extract, leave the field blank.

Given Edit Group Event

Then User should be able to add Ratio as same as in New Group Event.

4. Given a New Group Event

When User is editing a Client

Then User is able to select or edit Ratio

• Field details:

  • mandatory: NO

  • picklist

  • values (similar to the “Event Delivery Ratio” picklist in the Job Details)

• current value should be populated

• When User does not select any value from this field, remain using the value extracting from “Service Agreement Item” if any, else leave the field blank.

Given Edit Group Event

Then User should be able to select or edit Ratio as same as in New Group Event.

5. Populate Ratio field from Group Event Template when scheduling new Job

Given new job is being rescheduled

Then in the Client section, “Event Delivery Ratio” field must be populated based on Ratio field in the Template. 

How to access the setting:

1. Go to "Setup"

2. In the search box, input "Custom Settings"

3. Find the "Skedulo Configs" setting

4. Find the "Enable_Group_Event_Billing" setting

Description:

Set to true to enable new group event billing, false to disable

Value: