Clients
Find a client, check their key records, then open Budget Plan, Care Plan, or Statement work from one place.
| Row No | Client Name | Care Recipient ID | Level | Management | Client Status | Business Unit | Budget Zoho | Care Partner | Commence Date | Modified | Actions |
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Document Drive
Finance invoices and client documents in one searchable library. Preview files, open related invoices, and download attachments from the same workspace.
All Documents
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| File | Client / Invoice | Status | Action |
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Finance Workspace
Maintain Finance invoices, provider/QB names, payment dates, attachments, and client-linked documents. Statement generation stays separate.
| Invoice Date | Invoice No | Client | Provider | Total | Status | Payment Date | Files | Action |
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Client Profile
Files linked to this client, with preview, invoice reference, and download in one place.
Approved Budget Export
| Client Name | Care Recipient ID | Care Partner | Prepared By | Prepared Date | Zoho Sync | Action |
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PRODA Source Control
Super-admin mirror of Zoho PRODA Budget and Payment records, with Finalised government source checks.
StatementX Beta
獨立封測工作台：先看能不能出、哪些客人要處理，再展開來源明細。正式 Statement 引擎不受影響。
1. 匯入或更新政府來源
只有每月要補資料時才需要打開。平常先看下面的結論與客戶清單。
Source intake
Upload government statement files
Upload the monthly ZIP package or individual PRODA files. StatementX stores the originals, extracts safe files from ZIPs, syncs Document Drive, then checks whether the month is ready.
2. 客戶出單判斷
先看哪些客人可以測試出、哪些要補資料或審核。這裡才是日常驗收入口。
3. 進階審核與封存
需要做會計判斷、批准 Zoho 值、或凍結 StatementX 輸出時再展開。
Review / Freeze
Resolved Statement Review
Approve Zoho operational values, government evidence, or manual adjustments before freezing output.Frozen StatementX Output Ledger
Read-only snapshot that future StatementX HTML/PDF output will use.
4. 來源明細與技術查驗
這裡放原始來源、PRODA 筆數、OPEN/CLOSE 連續性、檔案清單。
Advanced evidence
Month Ledger Overview
Government-derived rollupSource Requirements
Normalized PRODA Records
Current app databaseGovernment Source Files
Acceptance Checklist
Before StatementX outputManual Change Monitor
PRODA Record History
Statement Workbench
Select a month and client to review statement data before generating files.
Clients
0 selectedStatement Batch Download
Choose CP, clients, and statement pages, then download one ZIP containing the PDFs.
Choose CP, statement language, business units, and statuses. The matching client list appears on the right for select all or individual selection.
Care Plan
Complete the care plan writing fields, link the correct budget plan, then export the formal PDF.
Participant profile from Zoho / Client
Locked source data. If these details are wrong, please update them in Zoho.
Core writing fields
Risks, choice, and preferences
| Term | Fund Code | Category | Svc Type | Service ID | Service | Notes | Provider | Frequency | Occ | Qty | Unit | Rate | Loaded Rate | Total | SaH Funded | Over-Cap | Actions |
|---|
| Term | Fund Code | Fund Categories | Estimated Budget Total | SaH Funded Total | SaH Funded Daily | Over-Cap Total | Over-Cap Daily |
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Service List
| Service ID | Service Name | Chinese | Category | Unit | DSC Rate | Cap Rate | Cap Loading ($) | Status | Edit |
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Providers
Provider service rates, loaded rates, contract status, and insurance details.
Zoho Provider Master
Complete supplier records imported from Zoho backup, including providers that do not yet have 3A service-rate rows.
Subsidy Rates
• Monthly = Daily × (365 ÷ 12) ≈ Daily × 30.417
• Quarterly = Daily × 91.25 | Annually = Daily × 365
• Care Management = Monthly × Client's Care Management %
• Service Budget = Monthly − Care Management
Service Cap Loading 算法（GST 固定公式）：
• 3rd Rate Maximum = Cap Rate ÷ 1.1 （去掉 GST 後的費率，給第三方 provider）
• Cap Loading ($) = Cap Rate − 3rd Rate Maximum （= Cap Rate ÷ 11，即 GST 金額）
• Loaded Rate = Service Rate + Cap Loading
| Level | Chinese | Daily | Dementia | Veterans | Oxygen | Enteral(Bolus) | Enteral(Non-Bolus) | MMM 1,2,3 | MMM4 | MMM5 | MMM6 | MMM7 | Edit |
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Co-Contribution Calculator
Your Details, Income & Assets
Estimated Monthly Service Budget
| Category | Budget | You Pay | Govt Pay |
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Co-Contribution Rates Result
| Method | Income | Assets | Min | Max |
|---|---|---|---|---|
| Method Value | — | — | ||
| Independence | — | 19% | 5% | 50% |
| Everyday | — | 36.9% | 17.5% | 80% |
• Method Income = (年收入 − 免扣額) × 50% 免扣額：Single $5,512 / Couple $4,836
• Method Assets = (資產 − 起始門檻) × 7.8% Single 起始 $314,000 / Couple $470,000
• Independence Rate = 5% + (Method Income / 44,944) × 45%，上限 50%
• Everyday Rate = 17.5% + (Method Income / 44,944) × 62.5%，上限 80%
• Clinical 服務：政府全額支付，客戶 0%
User Management
| Username | Full Name | Phone | Role | Feature Access | Active | Edit |
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Email Template Center
Manage reusable client and provider emails before live sending is enabled.
Home Support Item List
| Item ID | List Value | Service ID | Service Name | Service Type | Unit | Freetext | Active | Edit |
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AT-HM Item List
| Item ID | Item Description | Function | Function ID | Service | Unit | Freetext | Active | Edit |
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Wraparound List
| Item ID | Description | Applicable Services | Unit Type | Freetext | Active | Edit |
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Health Professional Types
| Type Code | Type Name | Service ID | Service Name | Freetext | Active | Edit |
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