Please get in touch via [email protected] if you need this integration enabled.

The Leicester City Council integration consists of a single "Master and Performance" report, which can be run once the relevant visits have been included in an Invoice Run.

In order to correctly produce the report, you must enter some reference information that will have been provided to you by the council.

To get set up, first you must have contacted the CareLineLive to make the integration available on your environment. Following that, there are a few steps you must take:

In the main navigation, open the Integrations menu and then Leicester City Council.

First of all, select the team you wish to configure the integration for. Each team that you have within your environment can have different settings, so if you have multiple branches or providers within your environment you can make sure you're including the correct reference data in the reports.

Next, make sure the integration is enabled by checking the "Enabled?" box.

You'll now be asked to enter your Service ID, which will have been provided to you by the council. It identifies your service to them.

When reporting the details of each visit, Leicester City expects them to be categorised by Service (i.e. the type of visit being provided) and whether the visit is a Critical Visit.

CareLineLive allows you to configure custom fields that can be used to easily record this information for each visit.

Read more about custom fields.

When you receive the order from Leicester City, it will include the level of service that needs to be provided. In order to allow this to be recorded in CareLineLive, we will create a custom field against Service Contract Types. When setting up the Service Contract Type, you select the relevant Service, and each visit which is assigned to that Service Contract Type will automatically be categorised as such.

You can set up your own custom fields to use, however we provide a shortcut to set one up with the correct configuration.

When asked "Do you want to create the default custom field definition for Service?", click the Create button.

Critical visits

Similarly to the Service field, Leicester City will need to know which visits are considered Critical Visits.

CareLineLive will expect to extract this information from the Booking Type associated with a visit.

When asked "Do you want to create the default custom field definition for Service?", click the Create button. Next, you will need to alter your Booking Types to set them as critical or not.

Either create new Booking Types or edit existing ones. Under the Custom Fields heading, change the value for "Leicester City Council: Critical visit?"

Once you're happy you've added the correct Service ID and set up the custom fields for Service and Critical Visits, Save your changes.

If you need to configure any other teams, select the new team from the dropdown in the top-right of the page.

Leicester City Council uses banded durations when paying their providers. The actual duration of the visit is rounded to 15 minute increments.

When generating the report, CareLineLive will handle this automatically, however you may wish to set up the bandings within your Service Contracts to ensure any financials that are calculated are accurate.

Leicester City's bands are as follows:

To configure the banded durations, change the Visit Duration Rounding settings within the contract to the following:

This will round the durations of the visits to match the bands specified by Leicester City.

The hourly rate included in the report is extracted from the Service Contract associated with the visit.

You can use the Default Hourly Rate and Unsociable Hours to configure the hourly rate.

Read more about rates and contracts

Once you've configured the export, next you will need to follow our normal invoicing process. Make sure the Invoice Run includes only the visits that are required by Leicester City by setting a filter for Service Contract Types on the run.

Read more about generating an Invoice Run.

When the Invoice Run has finished calculating, and you've checked that it is correct, issue the run and then export the Master and Performance report by clicking the Download button in the top-right and then select Leicester City Council.

The report will be generated in the background and you'll be notified when it's ready.