Rates are configured in Rate Administration and define how carers are paid and how clients are invoiced. The setup is split across three screens: Rate Header, Rate Details, and Rules and Amount.
Rate header
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Click System, then click Rate Administration.
Select the relevant agency, contract, and rate type (for example, Invoice or Pay).
Tick the From box and click Find.
Click Add New Item.
Enter a rate name.
Select the required duration type.
Enter a start date and, if applicable, an end date.
Enter a description if required.
Tick the contracts the rate should apply to.
Enter a reference code if required.
đ Note: The Reference Code field is typically used for the budget code when setting up invoice rates for local authorities.
You can also configure:
Permissions
Client criteria (for example, location or cost centre)
Carer criteria (for example, team)
Once complete, click Rate Details.
Rate details
Click Add New Item.
Enter a name for the rate detail.
Configure the days of the week and time bands the rate should apply to.
Once the rule details have been configured, click the Rules and Amount tab.
Rules and amount
In this tab, configure the following:
Set the minimum and maximum visit durations the rate applies to.
Choose whether to calculate the rate using increments or without increments.
Configure rounding preferences.
Enter a per-minute rate or a per-hour rate.
Once all details have been entered, save the rate configuration.