For the complete documentation index, see llms.txt. This page is also available as Markdown.

The Manage RACs Agreement component

The Manage RACS Agreement component is the central tool for managing a resident's residential aged care Service Agreement. It is a single screen with three tabs that cover the financial and accommodation side of a resident's stay: configuring fees, managing their accommodation deposit, and moving them between rooms.

This article explains where to find the component, what must be in place before you can use it, and what each tab does. The detailed how-to for each tab is covered in its own article.

Where do I find it?

The component opens from a button on the resident's Service Agreement record.

  1. Open the resident's Service Agreement record.

  2. Select the Manage RACS Agreement button in the highlights area at the top of the page.

  3. The component opens with the Fees tab active by default.

The button appears only on Service Agreements whose Funding Source is Residential Aged Care Services. It is not shown on NDIS, Support at Home, or other funding source agreements.

Before you can use it

The component checks two preconditions when it opens. Both must be met, or the component shows a message explaining what to fix first.

Precondition
What it means
Message if not met

Linked Funding record

The Service Agreement must be linked to a Funding record

This Service Agreement is not linked to a Funding record. Please complete the Service Agreement setup before proceeding.

Fee Arrangement set

The resident's fee arrangement must be set on the Funding record

A Fee Arrangement must be set before fees can be configured.

The three tabs

The component groups all of its functions into three tabs.

Tab
What you use it for

Fees

Set up and maintain the fee items that the billing engine reads to generate invoices

RAD/RAC

Manage the resident's accommodation deposit account: payments, draw-downs, and partial refunds

Accommodation

Move a resident permanently to a different room within the same home

Each tab is documented in detail in its own article:

The Fees and RAD/RAC tabs work together. The lump sum account on the RAD/RAC tab links to a daily accommodation payment item on the Fees tab, so for some residents you configure fees first. The RAD/RAC article explains this order of operations.

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