WELCOME NOTE

Welcome to the Greencastle Wiki! On the Wiki you will find a range of information relating from Payroll, Marketing, HR news and more. The Intranet will keep you up to date with any news, deadlines or important information. If you have any content or suggestions you would like to appear on the Intranet then please feel free to email helpdesk@greencastlesolutions.co.uk and they will deal with your request.

Client Checklist - Homecare

Email Distribution Group

The distribution group you must select for this New Contract Form is;
***COMPANY - TEAM (CLIENTS & CONTRACTS)***
(This will be sent to payroll & the team manager)

Select Correct Team for >>> (CLIENTS & CONTRACTS)

Please upload the new contract form completed by the sales team

UploadPlease upload the new contract form completed by the sales team

Client’s invoicing requirements

Are we set up as a vendor

Has a call been put into the client to establish points of contact/process.

Is patient ID number required on invoicing?/process.

Are PO numbers required?

Add any extra information if needed here

Are signed timesheets required?

Add any extra information if needed here

What is the weekly flat charge rate?

Is invoicing weekly or monthly?

Add any extra information if needed here

Are there any specific systems being used? Do we require logins/training on portals.

Add any extra information if needed here

Is patient ID needed on invoices?

Any other specific requirements needed on the invoices?

Finance Contact Details

Full Name

Position

Email Address

Contact Number

Send

Procedures

Company Selector

Onboarding

How to guides

System Links

Mental Health

Marketing

IT

Policies

Procedures

Clinical Assessments

Checklists

Clinical Team

CQC Team

Rail

WELCOME NOTE

Client Checklist - Homecare