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LocumDeck

Setting up

Start at Settings >> Booking defaults, and work through the others in sequence.

See Sara’s quick introductory video

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Sara and Richard talk Booking defaults

The importance of travel and breaks, notice periods and your mobile phone number for Instant Book

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Richard and Sara chatter on (!) about how they add their session types

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See Sara’s 5 minute video guide to adding practices; with tips on linking with practices from the ‘global list’, how to customise each practice’s record.

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Linking with practices on LocumDeck

Linking with a practice on LocumDeck allows the practice to:

  • Synchronise their practice details with those in your address book so you are always up to date
  • Get your invoices with automatic Locum A forms directly, as well as by email
  • Have a clear record of all your manually booked and confirmed sessions with them
  • If you have chosen to allow them to Instant Book, they will be able to see your live Committed Availability and Instant Book any sessions you authorise for them.

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It happens automatically if you add a practice to your address book from the LocumDeck list of practices, or if you manually add a practice to your address book that has details that precisely match a practice already on LocumDeck.

If there is a partial match between details of a practice in your address book with those of a practice on LocumDeck, you are offered the chance to synchronise with a practice.

If you manually add a practice to your address book that is not yet on LocumDeck, they are sent an email letting them know that an anonymised GP locum has added their practice to an address book and informing them what LocumDeck is and what it can do for their practice. And that it's free for practices!

When the practice signs up to LocumDeck, you can then link with them: either automatically if there is a precise match in the information they add about their practice; or, if there is a partial match, you'll be asked by email if you want to link.

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  1. In your practice address book, a chain link icon appears against the practice when you're linked.
  2. In a linked practice's record, you'll find that the Work location and Contacts information is read-only as this is synchronised with the practice - the rationale being that the practice should be better able to keep you up to date with any changes in contact details.

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A practice you are linked with can only see certain information related to work that you are booking with them. So on their calendar, they can see Confirmed (Green) and Confirmation requested (yellow) sessions. If you have allowed Instant Book, they will also see sessions that you have made available to them. They can click your profile to see your T&Cs and any Credentials you have allowed to be visible to practices. They cannot see any personal or other work commitments in your calendar.

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You will always be able to edit a practice's details that you've entered manually - just clock on the practice's information in your practice address and start typing.

But once a practice signs up, or if you've added ('linked') a practice from the national list already on LocumDeck, the practice has control over the parts of their record that they have responsibility for, and these will be un-editable by you. So in order to update this information, you'll need to contact the practice direct.

This email might help:

Dear [colleague],

I believe the contact details for your practice on LocumDeck may be out of date, and as this record is owned and controlled by your practice, only you have control over that information.

Please log into LocumDeck here www.locumdeck.org.uk

 

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Adding your own bookings

Sara runs through adding your own bookings

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Yes. LocumDeck is about allowing you to define your safe working conditions so you have flexibility and control in setting up your own session types and rates, and you can add as many as you need. You are provided with some helpful underpinnings for your session, such as specifying whether it’s on call, whether you’re agreeing to do visits etc, but the rest is up to you.

As well as using the session description to add key information about the session, you have other chances to add notes about your working conditions

  • when manually making your own booking, you can add notes to your confirmation emails.
  • when using the optional Instant Book feature, you get to add your own notes to the practice in your Practice Statement.

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Confirming your own bookings

See our video on how to confirm your own bookings.

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Request confirmation allows you to send the practice an automated email that allows them to preview the booking details and either directly accept the details by clicking a link - which automatically confirms the sessions - or reply to you for further discussion. Manually confirm means you are confirming the booking yourself, presumably because you are confident in the booking details via another route.

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There is an automatic reminder email sent to you and the practice if the session is not confirmed within 7 days. It is recommended that you consider contacting the practice by another route if the booking remains unconfirmed. Firstly, your usual email contacts (practice manager and optional additional booking contact) may be away from the practice. Or your email addresses for the practice may be incorrect or out of date. This is far less likely if you are linked to the practice on LocumDeck (a linked practice is one you’ve added from NASGP’s growing list of practice members), as one of the benefits of this connection is that you are synchronised with the practice’s contact details. In addition, a linked practice will also be able to see your Confirmation requested (yellow sessions) on their calendar and booking summary, making it less likely that will lose track of your bookings.

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Instant Book

Instant Book is about locums being able to pre-define everything about the way they work, and when they can work, and then LocumDeck's algorithms ensure that practices can only book you for the sessions you would have agreed anyway. Hence, practices can book you instantly if what they need exactly matches what you want.

It's exactly the same as what locum chambers do, but without any expensive staff.

It's still relatively new, which is why any locum who starts using it now will get Instant Book free for life. Locum chambers have booked some 500,000 sessions in this way, and we're quite confident it's going to become the established way for locums to get work.

  • You authorise which practices are allowed to see your real-time availability.
  • For each practice you can specify in great detail the type of work you are prepared to carry out with them, at what times and at what rates.
  • You pro-actively plan and add your Availability to your calendar, so you can make considered decisions about your working patterns rather than having to make rushed decisions reactively in response to enquiries.
  • Each of your authorised practices only 'see' the sessions that you allow them to that fit within your Available slots
    • E.g. you make yourself Available in your calendar to work from 8 am to 6 pm. You have a favourite, familiar practice which is 10 min drive from your doorstep so you have authorised them to ‘see’ that they can Instant Book an 8 am to 6pm on call session. In contrast, another practice is 30 minutes drive, you are less familiar with their procedures and don’t like working there in the afternoon as the practice nurse leaves at 2pm. So you limit your Instant Book sessions with them to 9am - 1pm.
  • Practices can see your Credentials and your full Term and Conditions alongside your session availability to inform their booking decision.
  • Once you have set up your pre-agreed Availability and your working conditions in each of your practice, you will be notified by text and email confirmation of Instant Book sessions.

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This is a 3 step process - simple to do but with no chance that you will ‘accidentally’ make yourself available where and when you don’t want to be.

  1. Step 1 Booking defaults
    1. Takes place in Settings >> Booking defaults.
      1. If you tick Yes you are interested in Instant Book, you will be asked for extra information about your travel times, breaks, notice periods and your mobile phone number - all needed so that Instant Book can book you in right time and place and notify you of bookings.
  2. Step 2 | Setting what sessions you want to work in each practice
    1. Takes place in Settings >> Practices
      1. Open a practice record where you would like to use Instant Book
      2. Under the Sessions and rates tab, you can select the Session type and add it to the Session list for practice.
      3. Finally click the Instant Book switch to blue
        1. You’ll either get a message telling you Instant Book is now active
        2. Or, if the practice is not yet fully onboard LocumDeck, this will be explained to you.
        3. In both cases the practice is notified that you’ve activated Instant Book for them
      4. Whilst in the practice’s record, check that the Extra duties, charges and pensions and Practice Statement are also just how you want them.
      5. Setting up Instant Book sessions for a practice does not make you visible until you have availability in your calendar.
  3. Step 3 | Show your live committed availability to practice
    1. Add availability by clicking on dates from calendar, or use the menu to navigate to Availability >> Add
      1. The available time periods you create are the outer limits of when you could work. Instant Book will look at each of the Instant Book session types you have created for each individual practice and, if a session start time and duration fits within an availability slot, it will be displayed to your chosen practice as available for booking.

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These dots show the Instant Book status of each practice.

  • Grey No Instant Book sessions set up for this practice.
  • Red Waiting for this practice to join LocumDeck.
  • Amber Waiting for the practice to enable Instant Book.
  • Green This practice can Instant Book you.
  • Link Practice information connected to practice.

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Only practices that you have individually selected and switched on Instant Book sessions for. Your chosen practices can then ONLY Instant Book sessions that you have specified for Instant Book that fit within Available slots you have added to your calendar. The deal is that if they want the massive convenience of Instant Booking you, they have to accept the terms and pay rates that you specify for them.

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That is absolutely fine. You switch on Instant Book at the level of each individual practice, defining at the level of each practice which session/s you are able to work for them. So not only can you select which practices you want to Instant Book you, but also the types and sessions and rates for each practice.

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We know what you mean! And Instant Book was designed to give you flexibility and control over your workload in each of your individual practices.
Instant Book is actually switched on by you in each individual practice’s record at the level of a session. So you can totally define every work parameter (e.g. your start time, duration, maximum number of patient contacts, appointment length, on-call status, visits and other duties etc) through a mixture of your own freetext notes and LocumDeck’s Settings.

So each of your authorised practices only 'see' the sessions that you allow them to that fit within your Available slots

  • E.g. you make yourself Available in your calendar to work from 8 am to 6 pm. You have a favourite, familiar practice which is 10 min drive from your doorstep so you have authorised them to ‘see’ that they can Instant Book an 8 am to 6pm on call session. In contrast, another practice is 30 minutes drive, you are less familiar with their procedures and don’t like working there in the afternoon as the practice nurse leaves at 2pm. So you limit your Instant Book sessions with them to 9am - 1pm.

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You will be fine. Instant Book was designed for this and gives you flexibility and control.

You get to define the outer limits of when you could work when you add availability to your calendar- think of your Availability as a big container like a bucket, into which you can fit session types of different shapes and sizes. For each individual practice you can then define which types of sessions you want to work, complete with a start time and duration and as many other parameters you want to set (e.g. max number of patient contacts, appointment length etc)

Instant Book works out whether each of these sessions has a start time and duration that fits into your availability slots.

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We recommend you watch "Richard and Sara talk Booking defaults".

But two things to bear in mind

  1. LocumDeck uses Google maps to calculate the typical journey time between practices based on likely traffic conditions at the time of day you will be travelling. So, if there is not enough time between finishing a session in practice 1 to travel to a session start time in practice 2, then you will not be visible or bookable by practice 2.
  2. You can also set the maximum journey time duration you are prepared to travel between practices in Booking defaults >> Travel and breaks
    1. Again, using Google maps, LocumDeck calculates the typical journey times taking into account traffic conditions at that time of day and any practice that is beyond the journey duration you have set will not be able to book you.
    2. Top-tip | If you only want to work in one practice a day, just set the travel between practices at 0 minutes and, once you’ve got a booking with a practice for part of that day’s availability, no other practice will be able to book you.

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Cancelling a booking

  • Click on the session in your calendar.
  • Then click ‘Edit or cancel booking’
  • You will be taken to LocumDeck >> Bookings >> Edit or cancel with the relevant session already selected on the right hand side in Session list
  • Click the red dustbin icon next to the session details. ‘Awaiting cancellation’ will appear in red text.
  • Now you have a choice of two ways of informing the practice, depending on the circumstances of the cancellation.
    • Ask practice to confirm
      • Rewinds the confirmed booking to a booking “Awaiting cancellation” in your calendar and the practice’s calendar and sends you both an email of the proposed cancellation. The practice can click a special link within the email to cancel the booking. Or they can confirm the cancellation within LocumDeck.
    • Manually confirm
      • Immediately removes the booking from your calendar, the practice’s calendar and sends you both a confirmation email of the cancellation.

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In LocumDeck >> Settings >> T&Cs, you can generate your own personalised T&Cs using NASGP's T&Cs picker. This includes a cancellation policy section.

Your T&Cs are linked to every email that is sent to the practice. What's more, if you are linked with a practice, they can easily access your up-to-date T&Cs via your profile.

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Editing or changing a booking

You can reach the Bookings >> Edit/cancel page by clicking on a session in your calendar or via the menu.

  • Reserved (red) sessions are between you and your calendar. As far as LocumDeck knows, the practice has not been sent any notification of these reserved, draft sessions so they can be easily deleted with one click from your calendar.
  • For Confirmed (green) or Confirmation requested (yellow) sessions there are extra steps of informing the practice of the cancellation or change. Use the tickboxes to select the session you need to change from the Session details queue on the leftt - this takes them across to the right hand side, where they can be edited. After editing, you can decide whether to immediately Manually confirm the changes or Ask the practice to confirm them.
  • There is handy on-screen help via the ? icons if you need it.

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See a video guide on how to add mileage.

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e.g. to change the fee, add visit costs, charge for more time etc

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Invoicing and pension forms

Whenever and as often as you like. There are no rules. Some invoice at end of month, others bi-weekly. But it’s probably more important to build a habit of regular invoicing and pension admin that fits your work routine.

Our experience is that most locums invoice at the end of the month.

One time-limit to be aware of with invoicing is that you cannot pension work that was carried out more than 10 weeks ago.

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A session becomes ‘ready for invoicing’ once it is underway - it then appears as pale blue in your calendar.

  • Invoice session by clicking the session on your calendar or via Invoices >> Create invoice & Locum A
  • When you tick the sessions you want to invoice, you will see the invoice, complete with automatic pension calculations, appear on the right hand side.
  • Email invoice
    • sends it straight to the practice manage and invoice contact
  • Printable copy
    • saves the invoice into Invoice >> History where you can click on the invoice number to get a printable copy.
  • In both cases, the invoice details and any pension contribution are also automatically saved in Bookkeeper.

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No problem - after you made your invoice in Create invoice and Locum A, click Printable invoice; this will save a copy of your invoice and Locum A form straight to your Invoice history. From there, you can click on the Invoice number to open up a printable copy.

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No problem. You can generate another B form for the month. It will be called [Month][Year] Supplementary in Your Locum B Forms archive.

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No problem. In the practice's record in your address book - (Settings >> Practices), under the Contacts tab, you can add a separate Invoicing contact, alongside the practice manager. They will both get copies of your invoices and any associated pension forms. You can also add a separate Booking contact who will receive all your confirmation emails and be able to confirm sessions if you send a confirmation request.

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LocumDeck has been designed to help you keep on the right side of the pension agency rules which dictate that the Locum form B is a record of pay received during a calendar month regardless of when the work was carried out. So LocumDeck will summon invoices depending on the date they were 'marked as paid' e.g. you work in March, send an invoice in early April but don't receive payment until early May when you mark it as paid. LocumDeck will summon this invoice for inclusion on your May Locum B form. So the first thing to check, if you're not seeing the invoices you expect, is when you were actually paid. If you're still at a loss, then please contact us.

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About your calendar

For future sessions, there is traffic light colour-coding depending on the status of the session, going from red for Reserved session through to yellow for Confirmation requested, and green for Confirmed sessions.

Sessions that have started or are in the past turn shades of blue for sessions at different stages of invoicing/payment.

Hovering over or clicking on the session will further remind you of the status of the session.

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Login to your LocumDeck on your chosen device

  • Go to your LocumDeck Calendar and click on Display on your other calendars  (in blue, top right of calendar)
  • You will be asked if you want to “Subscribe to the calendar”
  • Your subscribed calendar will be named “NASGP - Your name”

If you also want your LocumDeck calendar to show on another device e.g. your tablet or smartphone, you’ll need to log in from that device and repeat the same procedure.

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Behind the scenes, your smartphone, tablet or PC has subscribed to a unique webcal link that enables your device to access your LocumDeck calendar from the cloud. As with any subscribed calendar service, the frequency with which your device is able to do this depends on a few factors e.g.

  • the quality of your wifi/internet or data connection
  • how powered up your device is
  • how often your device is set to fetch your calendar data

If, like many of us, you rely on your device calendar, please check your device’s settings to ensure that it is set to fetch data at a suitable interval.

For iPhones/iPads

  • Go to iPhone/iPad Settings >> Accounts & Passwords
  • Select Fetch new data
  • At the bottom of the screen under Fetch, you will usually find that it is set to “Automatically”, with an explanation that this works ‘only when on power and wi-fi’.
  • If your phone/iPad calendar seems to be taking a long time to sync and/or you are often off wi-fi, then switch it to regular timed Fetch depending on your circumstances e.g. choose Hourly, Every 30 Minutes or Every 15 Minutes.

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Tips

  • Please remember that you need to set up the calendar on each device.
  • Check on your device that your LocumDeck calendar is selected to be shown.
  • See How to ensure your device calendar gets regularly updated.

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Your Terms and Conditions

  • Go to LocumDeck >> Settings >> T&Cs
  • Here you will find a customisable T&Cs picker with suggested tickboxes or the option to leave freetext by clicking ‘Other’
  • Click ‘View my T&Cs’ in the top right corner to see how it displays to the practices, along with an archive of your previous T&Cs.

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To practices you are linked with on LocumDeck, your T&Cs will be included on your profile and visible to the practice whenever they access your profile.

Your T&Cs are also included in any LocumDeck generated email sent to the practice. E.g.

  • Request confirmation or final booking confirmation emails
  • Your invoice emails to the practices.

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You can upload documents in LocumDeck >> Settings >> Credentials. We suggest that you use one of the freetext options within the LocumDeck >> Settings >> T&Cs to state that you have uploaded your own T&Cs in the Credentials section.

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In LocumDeck, the T&Cs are intended for essential, ‘boilerplate’ conditions that you want to apply as a baseline to all your work e.g. requiring a secure, unique IT system log in, wanting to be paid on time, your cancellation policy etc.

We totally understand, and know from our own experience, that you may have varying conditions for each practice you work in and LocumDeck is totally designed around giving you the flexibility to define your working boundaries for each booking and for each practice e.g. different minimum consultation lengths, numbers of patient contacts etc

If this is the case, in the relevant section of LocumDeck >> Settings >> T&Cs, we suggest using the ‘Other’ options and then using the freetext to explain this e.g. “Minimum consultation length as specified at the time of booking”.

You can also add extra wording to each practice's profile in your address book, so that when you’re booked using Instant Book, you’re given an extra layer of ability to specify your working conditions in each specific practice.

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If you’re adding your own booking, you can tailor your session and put conditions around the booking at three points

If you’re using Instant Book

  • Use step 1 above to define your Session type to whatever level of detail you like.
  • Use Practice Statement within each practice's record to specify any other conditions you need to work effectively in that practice.

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Finding work

There are a few of ways you can use LocumDeck to find work, either in your familiar practices or exploring new ones.

  1. Add practices to your Practices address book
    1. Every time you add a practice, either by finding a practice on LocumDeck’s list of practices, or by manually adding a practice that is not yet on the global list, the practice is informed that you’re trying to connect with them on LocumDeck. This can be a great first introduction to a new practice.
  2. Set yourself up for Instant Book
    1. Dedicate around half an hour to get set up for Instant Book
      1. First get some general housekeeping done by working through Settings >> Booking defaults
        1. This covers everything from your travel preferences, what IT systems you use, to ensuring your T&Cs and Credentials are up to date and ready to share with practices.
      2. Next set your practice-level requirements
        1. Choose which practices you want to activate for Instant Book and set up the session types you want to work in each practice, whether you’re claiming pension or making any other charges etc
      3. Finally, add availability to your calendar.
        1. Adding availability is the final step to making yourself bookable by your chosen practices.
        2. The clever bit is that each practice will only “see” the specific session details that you individually set up for them in their practice record.
        3. It is very useful to display your LocumDeck calendar on your other devices - See Getting your calendar to sync on other devices
  3. Look out for Availability nudges and Activation requests from local practices
    1. If a practice on LocumDeck needs cover but no GPs have yet proactively made themselves available to them for Instant Book on the dates they need, the practice can put out an Availability request, which goes to all NASGP members/locums within a 45 minute travel radius.
    2. This serves as an indicator that if you make yourself available for Instant Book on that date, you are more likely to get work as you know a practice has an unfulfilled need for cover.

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Availability nudges and Activation requests

In designing Instant Book, we have tried to balance the GP locum’s needs (because we’re locums too!) of maximising our chances of getting work in our chosen practice, with those of the practices needing to find locum cover. So whenever you add availability to your calendar in response to a request from a practice, the requesting practice is immediately notified that there is new bookable availability on LocumDeck. But your availability is also open to your other Instant Book practices too. This means that you’re not just responding to the requesting practice, and it’s possible that another of your chosen Instant Book practices may swoop in and book you first. BUT NOTE this will only be a practice you have activated for Instant Book and only for the specific sessions you have activated for each practice. So you will never be booked by anyone to do anything you haven’t set up for yourself.

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If you’d like to know more about the practice, you can click ‘Proceed to next step’. It leads you to the practice's record where you can see information about the practice’s location, IT system, distance from your home etc. Practices also have the option to add practice profiles and a weblink to their practice. You can bail out at any stage if you don’t want to proceed with activation.

If you’re not looking to increase your pool of practices, you can remove the orange request from your calendar by clicking ‘Decline’.

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The requests get stacked up in order of the date they were made by the practice, with the oldest on the top. It’s like a pile of cards - to see what’s underneath, process the top one; either Decline or Proceed to next step - then the next request in the pile will be revealed.

Why is it built like this? Cost! This is a complex bit of bespoke kit and our wonderful IT developer is one of the greatest logicians alive - but this is the simplest, most cost-effective solution we could come up with so far.

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These will be Availability requests sent out by practices that you have already activated for Instant Book. They serve as an indicator of unfulfilled demand on a certain date, and  a tip-off that if you make yourself available, you are more likely to get a booking from one of your activated practices. And as it’s one of your chosen practices, the only decision you need to make is whether you are willing or able to reactively add availability, in addition to your usual, proactively added availability. Whenever you add availability or activate Instant Book sessions in response to a request, it is not a specific response to an individual practice; it's a general adding of availability to all your Instant Book practices.

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If a practice on LocumDeck needs cover but no GPs have yet proactively made themselves available to them for Instant Book on the dates they need, the practice can put out an Availability request, which goes to locums within a 45 minute travel radius.

  • If you have not yet activated the practice for an Instant Book sessions that fits the times of the cover they need, then this will appear to you as an Activation request, because you are being asked if you would like to activate Instant Book sessions that will meet this practice’s needs.
  • If you’ve already activated the practice for suitable Instant Book sessions, then their request will appear to you as an Availability nudge, letting you know that one of your chosen Instant Book practices has an unfulfilled need for cover and if you add availability to your calendar on that date, you are more likely to get work.

We look forward to a future where so many GP colleagues are using Instant Book to set their safe working standards and proactively adding their availability in advance, that a practice can find the cover they need already added to LocumDeck and never has to send out an Availability request. Happy locums and happy practices!

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Cancelling an invoice

Some members choose to Save an invoice and then download or print to send to the practice.

Once the invoice is sent you can Mark as sent from Invoices >> History to help you keep track of your invoices and payments. If the practice is linked with you, once you Mark as sent, they will also be able to access a copy of your invoice from their LocumDeck (open the invoice details by sliding the down arrow at the end of the row and you will find Mark as sent.)

Cancelling invoices sent manually will involve generating a credit note for your records. It is best practice that you also issue the credit note to the practice for their records. LocumDeck gives you the flexibility to decide how you want to do this.

  • From Cancel invoice, follow the on-screen help
  • You’ll be given the option to add a note about the reason for the cancellation. This will be shared with the practice as well as for your own records.
  • You can either Save or Approve and send the credit note
    • If you Save the credit note, you will be able to print or download it to send on to the practice.
    • Approve and send will immediately email the credit note to the practice and, if they are linked with you, share the credit note with them on LocumDeck.

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When you were creating your invoice, if you chose to Save it, this means it is only on your LocumDeck, and the practice will have no record of it. It will show as ‘Saved. Not sent’ on your Invoices >> History

If the ‘Saved. Not sent’ invoice you’re cancelling is

  • the last invoice created, and therefore has your latest invoice number, you’ll simply be able to cancel it without generating a credit note - doing this will not involve breaking your invoice number sequence.
    • Just follow the on screen help after you’ve clicked cancel invoice; you’ll be asked to confirm that you want to delete the invoice and then it’s done.
  • not the last invoice created, you can’t simply delete the invoice as it will break your invoice number sequence. The cancelled invoice will remain saved in your records, marked as cancelled and a credit note will be saved to your Invoice and Bookkeeper records to offset the cancelled invoice
    • Just follow the on screen help - you get the option to add a reason for the cancellation; and then click Save.

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Once the Locum B form is generated, the invoice’s record is considered complete and becomes locked.

And when you open up the invoice details by sliding the down arrow at the end of the row it will show the invoice sent date as set with no ability to edit the sent date.

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One alternative is to cancel the invoice with the overcharging error. This will usually involve generating a Credit note which offsets the cancelled invoice in your records and the practice’s records. Then create a new invoice for the correct amount. Alternatively, if you’re working again at that practice, it is possible to manually adjust the final price you charge for one or more future sessions when you come to generate those invoices.

It’s not yet possible to issue credit notes which only partially credit back some of the invoice amount.

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This is simple to do on LocumDeck.

  • Go to your Invoices >> History
  • Open up the invoice details by using the slide down arrow at the end of your invoice’s row
  • Click Cancel invoice and follow the on screen help.

The process will vary slightly depending on

  • whether and how you sent the invoice or just saved it to your records
  • whether cancelling the invoice will involve breaking the sequence of your invoice numbers.

This is because, legally, invoices are significant documents - they represent your right to charge someone money. So there are two important accounting requirements that have been built into LocumDeck to keep your records in tip-top shape.

  • If an invoice has been sent, a credit note should be issued to offset the cancelled invoice in both your and the practice’s accounts.
  • Invoice numbering should be sequential.

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When you were creating your invoice, if you chose to Send it, this means the invoice was emailed to the practice and, if the practice is linked with you, instantly shared securely on their LocumDeck. In your Invoices >> History, the invoice will initially show as ‘Sent. Unpaid’, then changed by the practice to ‘Payment sent’ and finally ‘Payment received’ once you mark it as paid.

  • To cancel an invoice that has been received by the practice, follow the on screen help to generate a Credit note
  • You’ll be asked if you want to add a reason for the cancellation. This will be shared with the practice as well as for your own records.
  • You’ll be prompted to Approve and send the credit note, which will also be stored in your own Bookkeeper and Invoices records.

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[faqcombo faq_topic="clinician" limit="-1"]