How To Set Bill Rates

In order to set a new bill rate, the steps would be as follows: 

• Go to Settings from the Main Menu and select "Organization Detail".

• Click the "Billing Configuration" and "Bill Codes" tabs.

• Look to see if the billing rate you need is already set.  If not, follow these steps:
• Click "Add New Bill Code"

• Set the name such as Bill4.00.
  • Best  practice is to set per unit as example above ("Bill4.00") and per hour  as "BillPH16.00" and per visit such as BillPV45.00 where PH = per hour  and PV = per visit.
• Set Units as 1.
• And choose the appropriate charge type.

• Next set the time unit criteria.

• Lastly set the rate amount and Save.
  • Example for rate would be 4.00 for $4.00 - do not enter the leading $.

After a billing rate has been set,  you will then attach it to a visit type.  To do this,

• Go to Settings and Visit Type

• Select a visit type that you want to attach the new bill code to.
• Under Bill Code, set the appropriate Bill Code and Save.