Cases, Budgets and Sub Budgets

Similar to Nookal, The BOS stores the following data and it relates as follows:

Term	Example	Relation	Description
Client (aka Patient)	"Kim K"		A person
Case	"Back Pain"	Each case belongs to one client. A client can have multiple cases.	A condition being treated. A client can have multiple cases for different conditions.
Payer	"5 session Medicare" or "$1500 NDIS"	Each payer belongs to one case. A case can have multiple payers (with same or different contacts) Each payer has one contact (EG: 'DVA', 'NDIA').	Tracks budgets, approved sessions, expiry dates and more.
Contact	"DVA", "NDIS", or <PatientName> if self managed	Multiple payers for different patients can have the same contact.	A contact is who pays the invoices.
SubBudget Category	"EP", "Dietician"		Created in Nookal settings. Allows Payer budgets to be split (EG: by profession)
SubBudget	"$500 EP for Kim"	A payer with a budget can be split into separate subbudgets. Often all the budget is allocated to a single subbudget.

We have the following reports available which report on different areas:

Report	Description	Useful for
Client Info Page	Accessible by hovering over a client name anywhere in The BOS.  Shows all appointments, invoices, cases etc for the client.
Funded Sessions Report	Reports on Payers (EG: if a client has two payers then both will appear as separate items, if they have no payers they won't appear).	Finding payers with sessions/budget remaining or that are expiring soon.
SubBudget Report	Reports on all subbudgets.  For simplicity: if a subbudget has zero allocated and zero spent it will not appear.	Finding subbudgets that have been underspent (budget remaining) or overspent.