Custom Bill Rates - Using Service codes that are already services

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6 comments

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    Katie Sochaski

    I agree with this suggestion!! It allows for less human error and an opportunity to enable admin to review that the custom billing rate they add is the same as the service entered. (They link together properly) 
    NOT having this feature causes many issues with billing from new Admin staff, not choosing the proper code. 

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  • Hi Ashley and Katie, to clarify:

    Do you mean in the Client Profile>Accounting>Custom Bill rates, you would like to filter for only the funders of the client's existing services, with the bill codes that apply?

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    Ashley Mclellan

    The issue is when you click on "bill code" you have the full list of bill codes available. This means that we can configure a custom rate for a service that is not associated to the clients account. This also means that the configuration does nothing. 

    I would love to see the bill codes that are only related to the services that were created at for this specific client at the Service level. In theory, I wont have a custom bill rate for a bill code that isn't related to the service for this client. 

     

    I hope this helps clarify. 

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  • It does, thanks Ashley!

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    Katie Sochaski

    Yes, I agree with Ashley in understanding of this request as well! It would then also mean that the Service would have to be set up BEFORE adding any custom bill rates, but is that even possible, Sandra ?

    It would really help with any human errors in entering Custom bill rates that dont match a service. I find some of our Branches often make this mistake, which then cause them to have to go and undo- and creates a lot of time to amend schedules etc... (when funder and/or rate code isn't the same as the service) 

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  • Hi Katie, yes, I imagine that would be the implication there.

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