ACC Matrix (New Zealand only) |
  
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In New Zealand, the ACC funding source adheres to a Price Matrix. In this menu option, users can enter the Price Matrix information. Thus, when creating an invoice, users can apply the ACC Price Matrix to the funding and invoice totals.
To add a Price Matrix, click the ADD icon. To make changes to an existing Price Matrix, use the drop down window to select the Matrix you wish to review or edit. A previously entered Price Matrix can also be deleted by selecting the Matrix and clicking DELETE.
If Adding a Matrix, enter the Name of the MATRIX.
Under FUNDERS (upper right of the screen)indicate which funders this Price Matrix will be used with. When the selected funder is added to an invoice or quote, the user will be prompted with the Matrix options as set up below.
ENABLE PREVIOUS - If you are setting up a Matrix for the first time, leave this check box unchecked. This check box is meant to allow users to edit the Matrix due to ACC Matrix funding changes. Current ACC Matrix pricing can be entered under the CURRENT tab below. If you have been informed of ACC Matrix pricing adjustments you can click the ENABLE PREVIOUS check box which will prompt you to copy the current values of the current Matrix to your PREVIOUS tab. This way you can edit the CURRENT tab Matrix information to be the new Matrix pricing as needed.
PREVIOUS DESCRIPTION - If you are setting up a Matrix for the first time, leave this field blank. Enter the description to be used to reference the previous Matrix (if ENABLE PREVIOUS as been checked above.) For example, if you have pricing changes effective July 1, 2014 then you might create a PREVIOUS DESCRIPTION of "Pre July 2014".
PREVIOUS EXPIRY - If you are setting up a Matrix for the first time, leave this field blank. Enter the date (system date not invoice date) that users should stop being prompted to select either the CURRENT or PREVIOUS Matrix on a new invoice. For example, if you have a new Matrix effective July 1, 2014 you may wish the system to no longer prompt users to select CURRENT or PREVIOUS Matrix on a new invoice or quote after Sept 30, 2014.
Both the CURRENT and PREVIOUS tabs contain the same fields and options. When setting up the Matrix for the first time, just enter the current ACC Matrix information under the CURRENT tab.
ON SITE REPAIR CODE - Enter the CODE to be used for an on site repair. Enter the DESCRIPTION to appear on invoices for this on site repair. Indicate the MAXIMUM allowable per ear (including GST), FREQ (in months) this on site repair code can be used and the MAX # YEAR this code can be used. (Note that products used for a repair code should belong to a Product Category that is taxable.)
OFF SITE REPAIR CODE - Enter the CODE to be used for an of site repair. Enter the DESCRIPTION to appear on invoices for this off site repair. Indicate the MAXIMUM allowable per ear (including GST), FREQ (in months) this off site repair code can be used and the MAX # YEAR this code can be used. (Note that products used for a repair code should belong to a Product Category that is taxable.)
EAR MOLD CONTRIBUTION - Enter the CODE to be used for an Ear Mold Contribution code. Enter the DESCRIPTION to appear on invoices for this Ear Mold Contribution code. Indicate the MAXIMUM allowable per ear (including GST), FREQ (in months) this Ear Mold Contribution code can be used and the MAX # YEAR this code can be used.
EAR MOLD SERVICE FEE - Enter the CODE to be used for an Ear Mold Service Fee code. Enter the DESCRIPTION to appear on invoices for this Ear Mold Service Fee code. Indicate the MAXIMUM allowable per ear (including GST), FREQ (in months) this Ear Mold Service Fee code can be used and the MAX # YEAR this code can be used.
(Note ACC entitlements are always calculated on the CURRENT frequency/maximum values, not the PREVIOUS frequency/maximum values. Maximum entitlements are always calculated based on what the ACC amount printed on an invoice is. For example, if the maximum amount set here is $1000, and an invoice is only worth $500, then only $500 will be considered towards the used maximum. Quotes are not considered towards entitlements. When a Quote is converted to an Invoice, the system will confirm that it will not exceed the maximum entitlements. If it does exceed the maximum entitlements, the user will be allowed to continue with the convert, as long the user clears the ACC funder information.)
MONAURAL NEW MATRIX - Enter the Minimum and Maximum percentage value for each Code for each column - HEARING DEVICES, FITTING FEE and MOH CONTRIBUTION for a Monaural New Aid item. Each code will need a description added within the "..." box as well.
MONAURAL RE-AID MATRIX - Enter the Minimum and Maximum percentage value for each Code, for each column - HEARING DEVICES, FITTING FEE and MOH CONTRIBUTION for a Monaural Re-Aid item. Each code will need a description added within the "..." box as well.
BINAURAL NEW MATRIX - Enter the Minimum and Maximum percentage value for each Code, for each column - HEARING DEVICES, FITTING FEE and MOH CONTRIBUTION for a Binaural New Aid item. Each code will need a description added within the "..." box as well.
BINAURAL RE-AID MATRIX - Enter the Minimum and Maximum percentage value for each Code, for each column - HEARING DEVICES, FITTING FEE and MOH CONTRIBUTION for a Binaural Re-Aid item. Each code will need a description added within the "..." box as well.
OTHER CODES - Other codes can be added with a description, minimum and maximum dollar amounts. Each code will need a description added within the "..." box as well.
Editing band lines:
To edit a band line, use your mouse to navigate to the field you wish to edit. Click once in the field and begin editing. To remove a band line, edit the FROM and TO values to be zero. Press CONTINUE to close the window. Re-open the matrix window again and the information is refreshed to not include zero value bands.
To store your newly configured or edited Matrix, click SAVE. Click EXIT to close the window.