Services Fee Chart
These are managed under each client’s Services tab.
To access a clients Services - click on Clients along the main menu bar.
Click on the clients name you wish to view the Services for, in the example below we have selected Aroha Ataahua (1)
Select the Services (1) tab.
A client can have multiple services and not all services will have an associated fee chart, you will see below the list of Service Referrals (1). You can then select a Service Referral to bring up the information related to it (2).
Below you will see we have selected ACC from the Service Referrals list, this will bring up all the service information.
You can click on the Fee Chart Number to bring up the Fee Chart Rates list.
Select Edit to take the Services screen into Edit mode.
Fee Chart Rates List:
If you would like to change the Fee Chart, select Edit located in the top right hand corner of the Services screen.
You will see below, the screen is now in Edit mode. You can change the Fee Chart by clicking on the arrow next to the Fee Chart number and selecting from the drop down menu.
Here we are changing the Fee Chart from number 8 to number 3 on the drop down list.
If the Fee Chart you require is not listed. You will need to go and add a new fee chart for the selected service. Once added, you can come back and select it from the drop down list. (If you open a new Tab to add a new Fee Chart, you may need to refresh the Services page to ensure the changes are visible)
The Fee Chart number is now 3. You need to Save, before you Close the Editor.
Once a Service Referral has an associated Fee Chart, then all the scheduled hours under client’s Schedule will show fee chart amounts.