Abacus Help Centre

Set-ups & guidance information

Configuration, information & guidance

By Asa1 author25 articles

Search for a client in Abacus for WindowsYou can find client records in Abacus for Windows (A4W) using basic search, advanced search, or by browsing from other screens.
Use Client Enquiry in Abacus for WindowsClient Enquiry provides a single screen overview of a client's care history, financial assessments, services, transactions, and credit control information.
Manage client details in Abacus for WindowsYou can create, view, and update client records in Abacus for Windows including personal details, addresses, and administrative information.
Create and manage care episodes in Abacus for WindowsYou can record client admissions to residential care and non-residential service arrangements by creating care episodes in Abacus for Windows.
Raise and manage client charges in Abacus for WindowsYou can raise, preview, print, retract, and manage invoices for both residential and non-residential (domiciliary) care charges.
Manage provider payments and direct payments in Abacus for WindowsYou can process payments to residential care homes, non-residential providers, and direct payment recipients through Abacus for Windows.
Set up third party contributions in Abacus for WindowsYou can record third party top-up contributions and set up agreements to invoice third parties for their contribution towards a client's care costs.
Manage property details and deferred debt in Abacus for WindowsYou can record client property details in A4W to manage deferred payment agreements and property debt that accrues while a client is in residential care.
Run automatic reassessments and annual parameter updates in Abacus for WindowsYou can use A4W's automatic reassessment process to bulk-update financial assessments when benefit rates and other parameters change, typically at the start of each financial year.
Set up collection arrangements for pensions and benefits in Abacus for WindowsYou can set up pension books and benefit schedules in A4W to manage the collection of pensions and benefits on behalf of clients in residential care.
Create user defined reports and letters in Abacus for WindowsYou can build custom reports and produce mail merge letters from within A4W using the user defined reporting tool.
Process direct debits in Abacus for WindowsYou can set up direct debit mandates and process direct debit payments through A4W, including generating BACS files and handling refused payments.
Set up multi-factor authentication in Provider PortalYou can enable multi-factor authentication (MFA) in Provider Portal to add an extra layer of security when users log in.
Log in to Provider Portal with multi-factor authenticationWhen multi-factor authentication (MFA) is enabled, you need to verify your identity with a code sent to your phone each time you log in to Provider Portal.
Understand service delivery file submissionsYou can submit actual service delivery data for non-residential care electronically through Provider Portal using XML or CSV files.
CSV service delivery file formatYou can submit service delivery data for non-residential care using a CSV file if your system does not support XML export.
Configure Provider Portal payment settingsYou can configure how payments are handled in Abacus Provider Portal, including invoice periods, cost entry restrictions, and penalty payments.
Configure reference data for provider contractsYou can set up and manage the reference data used to define provider contracts in Abacus, including time bands, day categories, rate frameworks, service types, and service groups.
Request and manage non-residential payments in Provider PortalYou can request, review, and submit non-residential payments through Provider Portal using the payment schedules and provisional invoices workflow.
Manage payment invoices and creditor batches (admin)After providers verify their payments, local authority administrators manage the payment invoice workflow — from reviewing invoices through to authorising and batching payments for export.
Create and manage user logons in Provider PortalYou can create, activate, and manage user accounts for service providers and local authority staff in Provider Portal and Mosaic Admin.
Configure the Mosaic purchasing integration (admin)The Mosaic purchasing integration sends service user demographics and planned service orders from Mosaic to Abacus Provider Portal automatically.
Configure Mosaic financial assessment integrations (admin)Financial assessment data can flow between Mosaic and Abacus in both directions — exporting assessment results from Abacus to Mosaic, and importing assessments from Mosaic into Abacus.
Configure the Mosaic payments integration (admin)The Mosaic payments integration sends verified payment invoices (eInvoices) from Provider Portal to Mosaic for processing through your corporate finance system.
Configure email and roll out Provider Portal to service providersBefore going live with Provider Portal, you need to configure the email sender and plan the rollout of user accounts to your service providers.