Articles on: Booking, Attendance & Session reports

Help Page - Managing Past Balance Adjustments

This article will provide you all the links to the Help Articles to assist you with managing session and CCS payment information prior to your Go Live Date on the Xap program.

Overview

The Past Balance Adjustments screen will display Credit or Debit Amounts for CCSS Adjustments or adjusted bookings for sessions submitted prior to your Go live date on Xap.

The Past Balance Adjustment Screen:

Calculates CCS Fees and Bookings adjustments for periods prior of care submitted in a different software prior to you starting with Xap.
Allows the Service the option to apply a balance adjustment if required.

Note: From your Go live date in Xap, any adjustments to session information moving forward will automatically be applied to Guardian accounts. This only affects dates prior to your Go Live date with Xap.

Guides

How do I adjust a session of care for a period prior to starting with Xap?

Past Balance Adjustment Screen Overview

Updated on: 11/04/2022

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