Access CareConnect Provider mobile app (iOS and Android) or CareConnect Provider Web.

Within the Billing module of CareConnect, invoices and payment status play a crucial role in tracking financial transactions. Let's delve into the various statuses associated with invoices and payments.

Invoice Status:

1. Planned:

   • Description: The invoice is in the process of preparation to be sent to the recipient. A digital notification is sent when the system detects that the send date is the current day. Once a digital notification is sent or if the invoice is printed, it automatically transitions to the Pending status.

2. Pending:

   • Description: Recipients with a linked CareConnect Family account can readily view the invoice details. For organizations with Online Pay enabled, recipients can digitally pay the invoice. If a recipient lacks a CareConnect Family account, they receive a digital notification about the pending invoice.

3. Partial Paid:

   • Description: A staff member manually enters a payment within the family ledger and allocates an amount to the invoice. The invoice remains in the Partially Paid status until payments fully cover the invoice amount. Note: As of the latest update in November 2023, CareConnect family users cannot partially pay an invoice through the app.

4. Paid:

   • Description: The invoice has a paid status when the entire invoice amount is covered by a payment. Detailed payment information can be viewed within the invoice ID.

Payment Status:

1. Received:

   • Description: The payment amount has been posted within the family ledger, but no amount has been allocated to any specific invoice.

2. Partial Processed:

   • Description: The payment amount has been partially allocated to an invoice. If applicable, manually allocate the remaining payment amount to other invoices.

3. Processed:

   • Description: The payment amount has been fully allocated to invoices.

4. Refunded:

   • Description: The payment amount has been fully refunded. Note: The refunded status represents a physical refund.

5. Partial Refunded:

   • Description: The payment amount has been partially refunded.

For any specific inquiries or further assistance regarding billing and payment statuses, please refer to the latest CareConnect documentation or contact our support team.