Abacus Provider Portal supports two financial assessment integrations with Mosaic. The assessment export sends the results of financial assessments completed in Abacus to the Mosaic FAR (Financial Assessment Result) screen. The assessment import brings financial assessments maintained in Mosaic into Abacus for use by non-residential billing routines. Your organisation may use one or both depending on where financial assessments are managed.
Assessment export (Abacus to Mosaic)
What it covers
This integration exports results for the following financial assessment types:
Permanent residential.
Non-residential.
Direct payments.
Temporary residential (optional).
Respite residential (optional).
Mosaic configuration
Assessment types and auto-charging regimes must be set up in Mosaic to receive results from Abacus. The Access Group will assist with this configuration. Each assessment type determines how the contribution is applied — for example, whether payment is made net of the contribution.
Abacus configuration
Mosaic Worker
Abacus connects to Mosaic as a virtual finance worker. The worker ID is recorded in the system setting and is used by the Mosaic Assessment Export job. Navigate to System Settings to configure this value.
Assessment type mapping
Mosaic assessment types must be mapped to the corresponding Abacus admission status types. The mapping is stored in the database table MosaicAssessmentType_AbacusAdmissionStatusType. The four Abacus types are:
Abacus type | Maps to |
PERMANENT | Long stay residential/nursing assessment result in Mosaic. |
DOMICILIARY | Non-residential and direct payment results in Mosaic. |
TEMPORARY | Temporary assessment result in Mosaic (optional). |
RESPITE | Respite assessment result in Mosaic (optional). |
Job scheduling
The Mosaic Assessment Export job automates the process. Set up a job schedule in Administration > Job Service > Job Schedules.
⚠️Important: Set up the job schedule in the production environment ahead of time but leave it disabled (Enabled unticked). Enable it as part of the cut-over process.
Initial load and annual re-assessments
For bulk operations such as initial load or annual re-assessments, disable the scheduled job and run the Mosaic Assessment Export manually. Re-enable the schedule once all pending changes have been processed.
Historic assessments
To prevent all historic assessments from being sent on the first run, set the MosaicIntegrationIgnoreAssessmentsBefore system setting to an appropriate date. This filters out assessments that ended before the specified date.
Assessment import (Mosaic to Abacus)
What it covers
Financial assessments maintained in Mosaic are automatically synchronised to Abacus for use by non-residential billing routines.
Prerequisites
Before running the import job, ensure the following reference data is configured in Abacus for Windows (A4W):
Admission status — a single NON-RESIDENTIAL status must exist (configured in System Maintenance > Reference Data > Admission Statuses).
Discharge status — a single FINAL status must exist (configured in System Maintenance > Reference Data > Discharge Statuses).
The Mosaic Assessment Import job
This job synchronises financial assessment data from Mosaic to Abacus. It runs in two steps:
Step 1 — reads changes from Mosaic since the last synchronisation and stores them in a holding area.
Step 2 — applies the updates to Abacus, creating or updating financial assessments and care episodes.
📌Note: If an update cannot be applied (for example, if the service user has not yet been imported), the job will retry on each subsequent run.
Recommended frequency
Daily synchronisation is sufficient for most organisations. Financial assessments change infrequently during a single day, and the assessed charge is typically used on a four-weekly billing cycle.
Job schedule
Set up a job schedule in Administration > Job Service > Job Schedules. Choose a start time outside of Mosaic's normal overnight processing window.
🤓Tip: Use the Enabled indicator to disable the schedule temporarily when needed, for example during annual re-assessments.
Annual re-assessments and initial load
For bulk imports:
Agree a suitable time for the synchronisation, for example over a weekend.
Consider disabling the regular job schedule as a precaution.
Manually invoke the Mosaic Assessment Import job. You can defer the start time using the time selector.
Care episodes created by the import
The import job creates care episodes with minimal detail to contain each imported assessment. These care episodes and assessments are read-only in Abacus — they cannot be edited or added to manually.
Troubleshooting
Issue | What to check |
Unknown Mosaic person | The service user may not have been imported yet. Check the purchasing integration and workflow triggers. |
Job fails to ru | Check the job schedule is enabled and the start time is correct. |
Historic assessments flooding through | Set the MosaicIntegrationIgnoreAssessmentsBefore system setting to filter old records. |
Import retries repeatedly | View the job progress output for error details. The job re-attempts failed imports on each run. |