Premiums are custom charges that can be configured to apply for payroll, billing, or both at once.
Set up a Premium
- Navigate to Accounting>Accounting Settings>Premiums.
- Premiums can be searched by Code only.
- Click +New Premium.
- In the resulting dialogue, choose a Code for the premium. This is how the premium will be recognized in dropdowns throughout the application.
Pay Code: choose a pay code if the premium is to be used to payroll.
Bill Code: choose up to one bill code per funder if the premium will be used for billing. If no bill code is added for a particular funder, the funder cannot be billed for the premium.
Rule: Choose a rule if the premium will be used to automatically apply premiums to eligible visits during payroll.Premium rules cannot be used to automatically apply premiums to eligible visits during billing.
Roles: If your field workers have the appropriate permissions, they can add payable premiums for themselves during clock-in only if their role is checked off on the premium. - Click Save.