How do I set/edit/clear a Custom Bill Code Rate for a Client?

Once you have set up your Bill Codes, you may wish to give them special rates for individual Clients. 

Set or Edit a Custom Bill Rate for a Client

 To view a Client's Custom Bill Rates, go to Accounting>Custom Bill Rates on the Client's profile. Any Bill Codes that have previously been configured with Custom Bill Rates for the Client will be listed here.

To add a new Custom Rate, click Add Custom Rate.

In the dialogue box, enter the Funder, Bill Code, and Effective Date for which you wish to set a Custom Rate. After entering these details, the Bill Code Rate currently in effect for the selected Effective Date will be displayed in the dialogue. 

Enter the new Custom Rate and click Save. 

The new rate will appear in the Client's Custom Bill Rates list. If a Custom Rate is scheduled to go into effect in the future, a tooltip will appear in the Client Custom Rate field indicating the date on which the rate is scheduled to change. 

To edit a Custom Rate or view the Rate History, click Edit from the Custom Bill Rates list. 

The Rate History displays past and future dates for which a Custom Bill Rate has been set. 

To add a new Custom Rate for this Bill Code and Funder, click Add Custom Rate. Select the Effective Date, enter the new Custom Rate, and click Save. 

To edit an existing rate, click Edit and adjust the Custom Rate as necessary. 

To clear a Custom Rate, select No Custom Rate as the Rate Type when adding or editing a rate and choose the date on which the Bill Code Rate should go back into effect for this Client, Funder, and Bill Code. Click Save to save your changes. 

 Note: changing a rate after the Visit's invoice has been marked as Sent will not affect the invoice.

Learn more

• How do I set up/edit/disable Bill Codes?