FAQ: New Rates are coming, how to update Billing Categories?
On the left-side navigation panel, go to Settings > Billing Categories
Look for the Billing Category that you need to update. Open it by clicking the Billing Category Name.
Highlighted would be the Active Rates, which is what is being used by the bookings currently.
Updating the Active Rate Set
Click EDIT button
Editing the Active Rate Set will jump the view to Draft Rate Set and from there you can edit the:
- Effective From date
- Unit
- Amount
- Minimum (unit)
- Ref Codes
Make sure to update the correct rates to the applicable Time Period for your organisation.
Should be strictly in the order below:
- Public Holiday
- Sunday
- Saturday
- Night
- Evening
- Day
- Default
Review Ref fields in the billing category time periods and update if required.
If you scroll to the very bottom of the Time Periods, the 'Default' Time Period is required. The rate is the same as the Day Time rate.
Once done, click the Save in the Draft Rate Set
Then Click PUBLISH
The view will go back to Active Rate Set, then SAVE the whole Billing Category
Adding new Draft Rate Set
Scroll to the bottom of the window and look for DRAFT RATE SETS.
Click CREATE DRAFT button.
Set the new Rates, Unit, Amount, Minimum (units), appropriate Ref Codes and an Effective Date.
Click SAVE button inside the Draft
Click PUBLISH button
The created Rates will be transferred PLANNED RATE SETS section. This means that Carevision is waiting for the Effective Date to activate the new rates.
Once satisfied with the change, click the SAVE button on the bottom left of the window to save the whole Billing Category
Once Carevision detects the New Rates on the Effectivity Date set, it will use that only on the bookings from based on the new Effective Date.
If you changed your mind and need to make further changes on the Planned Rate Set. You can still unpublish them.
If it is already on the PLANNED RATE SET section, select and expand what you need to unpublish and click Unpublish Button.
After unpublishing a saved Planned Rate, it will automatically go to DRAFT RATE SET section. Which allows you to modify it again and re-publish.
Don't forget to SAVE the Billing Category after making changes.
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