To create a rate, follow these simple steps:
Log in to CallConfirmLive!
Select System, then open Rate Administration.
Select the relevant:
Agency.
Contract.
Rate Type (e.g. Invoice or Pay).
Tick the From box and select Find.
Select Add New Item.
Rate Header
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.
šNote: 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 (e.g. Location or Cost Centre).
Carer criteria (e.g. Team).
Once completed, select Rate Details.
Rate Details
Select Add New Item.
Enter a name for the rate detail.
Configure the:
Days of the week.
Time bands the rate should apply to.
Once the rule details have been configured, select the Rules and Amount tab.
Rules and amount
Within this tab you can:
Set the minimum and maximum visit durations the rate applies to
Choose whether to:
Calculate the rate using increments, or
Not use increments
Configure rounding preferences
Enter a:
Per minute rate, or
Per hour rate
Once all details have been entered, save the rate configuration.