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The ledger for a resident shows what is owing for that resident at any time. The software's credit control feature lets you track unpaid fees and assess what action to take based on how long fee charges have been overdue. For example, you can tell the system to send a statement when a charge is a set number of days past its due date. The system can be used to maintain a complete history of correspondence and telephone calls that can prove very useful if you have to resort to court proceedings. Statements, reminders and final reminders can all be customised to your own layout. The Resident Standing Orders option is a very useful labour-saving feature when it comes to recording receipts for residents that are paid by standing order directly into your bank account. Once you have entered details of the amount, frequency and due date of a standing order you can post each subsequent receipt with the click of a mouse button.
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Fee records for each resident hold details of how fees are to be charged, and who they are to be charged to. Fees can be calculated weekly, calendar-monthly, quarterly, or you can define your own frequency. Changes in the fees during a resident's stay are also catered for. Each resident can have multiple funding types, enabling you to account separately for things like local authority funding.
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The software will let you know when the reminder becomes due so that you can take action on it. |
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When you are ready, fee posting is carried out at the click of a button: just enter the date you want to post fees up to. You can generate fee demands, for printing and sending to residents' financial agents, if required. Once posted, fee charges become live transactions on your residents' ledgers, showing you, at a glance, how much each resident has owing. When a resident's fees are paid you enter this as a receipt and allocate it against the fees being paid. The credit control feature of the software can be used to track unpaid fees.
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The system includes a wealth of reports that can be printed, including profit and loss account, balance sheet and VAT analysis. Each report on the system can be printed or saved as a Microsoft Word document, Adobe Acrobat PDF file or Microsoft Excel spreadsheet.
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To run EZPZ Residential Care Manager you will need a minimum of:
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For a hard copy of the above information you can either print this page or click on the link below. EZPZ Residential Care Manager Product Info (PDF file)
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