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- Go to the Module.
- Select the Person or Organization for whom you want to setup a Billing Rate, so their information is displayed on the screen.
- Click the Scheduling Setup tool and select the Billing Rates tool to display any current billing rates. (A blank screen indicates that no billing rates are established for this person/third party payer and the system will instead use the billing rates setup in the Agency Office Module.)
- Click the Add tool.
Field | Explanation |
|---|---|
Valid From/To | By default, today's date is the Valid From date. There is no need to change the dates unless there is a specific time frame this rate should be valid. The rate is valid from 12:00am of the From Date through 11:59pm of the To Date. |
Rate Type | Choose the correct Rate Type for the billing rate you are entering. |
Call Type | Choose the correct Call Type for the billing rate you are entering. |
Caregiver (optional) | Leave this field blank, unless this billing rate is to be used only when the specified Caregiver is assigned to the schedule. In most cases, this field should be left blank so the system will bill this rate regardless of which Caregiver is working the schedule. |
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