There are many reasons you may want to check your transactions. It may be to see what your account balance is, to see what you have been charged for, to see the breakdown of those charges, or perhaps to submit a claim to be reimbursed by insurance, government or similar.
Mycare has all of this information at your fingertips on the Transactions page (find it i the left hand menu). Here's how to get the most out of this report:
Summary tab
The Summary tab will show you at a glance all deposits into, and all withdrawals out of, your account. Note that money is often deposited to your account at the time of booking, but money only comes out of your account when a visit is approved to be paid (not at time of booking or at time of visit). So for a short time you may have money in your account that is 'Pending' payment. This is shown clearly at the top of your screen - these visits will likely go ahead and be paid, but if these visits were to cancelled, the money would return into your Account Balance.
Account Balance - funds currently in your account.
Pending - upcoming visits that have already been paid for. The money is in your account balance, but is unable to be used as its committed to these upcoming visits.
Available - this is money in your account free to use for future bookings. This may arise if you paid for a visit that was cancelled or the actual time was less than booked. These funds can be used or you may request a refund.
For clients paying via Government Funding:
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Your Balance may often be negative (as the government pays Mycare in arrears). The negative balance should reflect what will be in your next claim to your Funder.
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Your Available Balance shows how much you can book based on a 'booking limit' we have placed on your account. This does not reflect your funding budget (as we don't hold this information). If you need a higher booking limit please contact our Customer Team.
Payment Types
- A ‘Visit’ is payment for work scheduled by you and submitted by your worker.
- A ‘Deposit’ shows funds that have been transferred to top up your account. These could be from a credit card, a bank transfer, or a payment from a funder (such as an Individualised Funding Host). Shown in a green positive amount.
- A ‘Refund’ is where we have repaid you the balance (or part of the balance) in your account.
Filters
The date range will default to the prior 12 months of activity, but you can change this if you are searching for a specific date. You can also filter on Transaction Type, if you are searching for a particular transaction.
Detail Tab
Click on the 'Detail' tab for a more comprehensive view of a series of visits. You can filter by a date range or a specific worker and have options to download this report to a csv or pdf file. Note that the Detail tab uses 'Visit Date' when filtering, as opposed to the Summary which works off the Approval Date of each visit.