Please get in touch via [email protected] if you need this integration enabled.
Introduction
The ContrOCC integration for Lancashire consists of a set of CSV files that are generated using your data in CareLineLive, ready for you to upload to the Lancashire provider portal.
For more information on using the provider portal, please contact your representative at Lancashire.
⚠️ All of the information in the ContrOCC settings must exactly match those provided to you by Lancashire.
Setting up
First, you'll need to enable the integration. In the main navigation, click Integrations and then ContrOCC.
Select the Team that you wish to enable the integration for in the top-right of the page. If you wish to enable it for all teams, select "All Teams".
Click Configure ContrOCC Settings.
Next, check the Enabled? checkbox and select Lancashire as the Local Authority.
There are a couple of pieces of information required for the export file, as well as some optional fields. Only fill out the optional fields if the council has asked you to.
Service name
Enter the Service Name and Service Ref. These should be provided to you by the council and help identify your service. You may not be provided with a Service Ref, so this field can be omitted.
Service levels
Next, you'll need to configure how your visits in CareLineLive are mapped to the Lancashire service levels. We can set these up for you. Simply click Use Default Service Levels and Lancashire: Service Level will be added to the Service Level field.
Care Package Line Item IDs
Lancashire uses Care Package Line Item IDs (CPLIDs) to differentiate on variances within individual service levels.
Two CPLIDs are required for each client: one each for the first two carers that attend a visit.
CPLIDs will reference a new custom field that is created against the client's service contract assignment. For each service contract that is associated with Lancashire you must fill in the CPLIDs.
Your organisation details
Finally, you'll need to fill in your organisation details as provided to you by Lancashire.
Click Save.
Service user reference number
Lancashire will provide you with a reference number (SSRef) for each client. This needs to be filled in the client's profile, under Local Authority Reference Number. It will be automatically pulled into the exported files.
Service Contract Types
You will need to create a Clients Service Contract Type for each Service Level. After you have added the rates to your Service Contract Type, scroll down to the Custom Fields - Lancashire: Service Level. Click on the pencil to edit and then select the relevant Service Level.
If you need to add more options to the Service Level dropdown, you can do so by navigating to the main Settings, then Custom Fields.
Exporting data
CareLineLive uses data from your Invoice Runs to decide what to include. Generate an invoice run that contains only visits and clients for Lancashire by using filters when creating the invoice run; check that everything is included and then issue the run.
To export the files, open the invoice run and click the Export button in the top-right of the screen. Choose ContrOCC from the dropdown. A ZIP file will be downloaded that contains the Visit Actuals CSV report:
All of the information is automatically formatted as required by the ContrOCC specification.