📍 This guide includes:
Creating a payment model
Adding approved services
Downloading and editing the status of an invoice
Creating a payment model
📖 Learning:
💡 What is a Payment Model?
A payment model is a clear guide for your service providers, specifying when invoices are due, defining incentives, and explaining the amount providers receive upon completing patient outcomes
💡 How does it work?
A payment model is tied to particular services. Once set up, the service provider can monitor clients and incentives. The approved service and its incentives are then included in the invoice, which is shared with you for processing.
Setting up a payment model
The initial step of configuring the invoicing tool involves setting up a payment model. Please follow the outlined steps:
Go to the Joy Marketplace (services.thejoyap.com)
Hover over the circular initial icon in the top right-hand corner
Select 'Invoicing' 👇
Click on 'Payment model' 👇 from the left-hand side
Click on the pink 'Add new' 👇 button in the right-hand corner
Read through the setup information
Click on 'Let's start' 👇
Label the payment model ✍️ with a title and short description, this may be a generic name or more specific
Click 'Continue' 👇
Select whether the invoices should be generated on a monthly or quarterly 📅schedule
11. Define the referral incentives ✍️ for this payment model by editing the amount that you will pay the service provider for each incentive
Please note:
the first incentive for an accepted referral and the second incentive for the first attendance are default incentives. If you would like to skip either of these - set the amount to £0
You can add up to 3 additional incentives that can be labeled with a title, description, and amount
12. Click 'Continue' 👇
13. Review the details of the payment model and make any changes if necessary
Note: Changes cannot be made to the payment model once saved so please confirm the details
Once you are sure they are correct select 'Save and Close' ✅
14. You will now see this payment model listed on this page, you can create as many payment models as you wish
15. You have created a payment model! 🎉
Adding approved services
The next step of configuring the invoicing tool is adding approved services and associating a payment model. Please follow these steps:
Select 'Services' 👇 on the left-hand side of the invoicing tool
Click on the pink 'Add new' 👇 button in the right-hand corner
Select the provider of the service 👇 from the drop-down of service providers that exist on Joy
Add a purchase number ✍️ for the selected provider - this can be determined within your organisation as a number of recognition
You can choose the services ☑️ from this provider you'd like to associate with a payment model, mark the respective box and pick the payment model from the dropdown menu
Click 'Save and close' ✅ once you have confirmed that the services and payment models have been selected correctly
The services will then be visible on this page with their name, service provider, payment model, and the date they were added
You have now added approved services! 🎉
📌 Note: Once you add an approved service, the service provider will automatically gain access to the service provider side of the invoicing tool.
Downloading and editing the status of an invoice
The invoices will be generated and appear in your invoices tab on the first day of the quarter/ month based on the payment models. Please follow these steps to view the invoice and change the status of the invoice once paid:
Select 'Invoices' 👇 from the options on the left side of the invoicing tool
The invoices that have been generated will appear on this page, if you click on a specific invoice it will open up a side panel with a detailed breakdown of this invoice (as below)
Select to download this invoice as a PDF 👇 on this window if you wish
To change the status of this invoice select the dropdown 👇 from and change the invoice from 'Outstanding' or 'Mark as paid' to 'Paid' (or the appropriate status) once this invoice has been paid
You have now downloaded and edited the status of your invoice! 🎉