This page guides you through the process of editing a HCP Pricelist record.
These are the topics on this page:
| Table of Contents | ||
|---|---|---|
|
Editing a Pricelist record
Edits to a custom charge rate pricelist can be made to the effective dates of the pricelist and the price lists charge rates associated with the service types.
Edits to the standard NDIS price lists that are delivered by Brevity are limited to effective end dates (in the absence of a new pricelist) the exclusion/inclusion of service types and service rate variations.
(set rates to the maximum but adjustments to a lower rate can be applied if the business supports this, however in doing so will have an impact for all client services utilising that pricelist ~ service type). To edit the pricelist record, observe the following steps:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Within the search field input the particulars of the pricelist
Highlight the pricelist record Search and select the record from the Pricelist list that is to be edited.
Highlight and either click on the edit EDIT button or double - click on to display the Price List Pricelist record. Edits undertaken against the Pricelist include:
✴
Pricelist name
✴Effective from and Effective To dates
✴Inclusion or exclusion of service types from the pricelist
✴Updates of the service type rates
✴Applying percentage increases to the individual service ratesClick the SAVE button to update the pricelist record.
Click the CLOSE button to exit the page and return to the Pricelist List page.
Percentage increases for Service Lines
To apply a percentage increase to one or more of the service lines that are in the pricelist record, observe the following steps:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Within the search field input the particulars of the pricelist
Highlight the pricelist record Search and select the record from the Pricelist list that is to be edited.
Highlight and either click on the edit EDIT button or double - click on to display the Price List Pricelist record.
Enable the service line field that is to be assigned the rate increase.
Within the percentage field input the value that will reflect either the increase or decrease. A decease will be reflected as a negative value. Tab from the field to update the individual rate periods on the selected service line.
Click the SAVE button to update the pricelist record.
Click the CLOSE button to exit the page and return to the Pricelist List page.
Deleting a Pricelist Record
Pricelist records MUST not be deleted under any circumstance. Please consult Brevity in the first instance, through the support desk. To remove a Pricelist record will impact client funding, scheduling and invoicing and employee shifts.
Adjust Activity Status of a Charge Rate Pricelist Record
To edit the activity status of a pricelist record observe the following steps:
Observe the steps 1-3 as outlined under Edit the Pricelist record.
To deactivate the Pricelist record select the Deactivate button . Deactivating the record will set it to read-only.
To activate the Pricelist record select the Activate button.
Click the CLOSE button to exit the page and return to the Pricelist List page.