ℹ️ Please get in touch via [email protected] if you need this integration enabled.
Introduction
The ContrOCC integration for Bury consists of a set of CSV files that are generated from your data in CareLineLive, ready for you to upload to the ContrOCC portal.
Setting up
First, you'll need to enable the integration. In the main navigation, click Integrations and then ContrOCC.
Select the Team that you wish to enable the integration for in the top-right of the page. If you wish to enable it for all teams, select "All Teams".
Click Configure ContrOCC settings.
Next, check the Enabled? checkbox.
There are a couple of pieces of information required for the export file, as well as some optional fields. Only fill out the optional fields if the council has asked you to.
Enter the Service Name and Service Level. These should be provided to you by the council.
Click Save.
Service user reference number
Bury will provide you with a reference number for each client. This needs to be filled in the client's profile, under Local Authority Reference Number.
Exporting data
CareLineLive uses data from your Invoice Runs to decide what to include. Generate an invoice run that contains only visits and clients for Bury; check that everything is included and then issue the run.
To export the files, open the invoice run and click the Export button in the top-right of the screen. Choose ContrOCC from the dropdown. A ZIP file will be downloaded that contains two files:
Information about your carers
A list of visits
All of the information is automatically formatted as required by the ContrOCC specification.
These files can then be uploaded directly to the ContrOCC portal.