Training
1 Viewing contract documents (ISOs)
The ability to view and manage ISOs. There is a function to download into a PDF document and ability to accept and reject authorisation.
2 Home Page
An overview of the portal home page.
3 Actuals with Decimal Issue
The ability to manually amend actuals within the portal, and to show the process on dealing with decimal actuals.
4 Adding Aborted Visits
The ability to add and record Aborted Visits.
5 Actuals Bulk Import and Export
The ability to export your actuals to and Excel spreadsheet and upload them into the portal.
6 Creating your Invoice
The ability to create and submit an Invoice for payment electronically after uploading actuals.
7 Creating your Credit Note
The ability to create and submit a credit note for payment electronically after uploading actuals.
8 Creating your One Off Claim
The Ability to create a one-off claim for payment electronically.
9 Amending organisation Details
The ability to manage contact information like address, phone and email details for your organisation and services.
10 Adding a Contact
The ability to add employees to use various functions of the Portal for information and payment.
11 Communicating with Norfolk County Council
The ability to communicate with various Norfolk County Council teams regarding payments, care documentation and procurement contracts.
12 Viewing Care Package Line Items
The ability to view all care package line items within the provider portal.
