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Adding a Service Type
The system will be redirected to the Service Type list, select the "New Button" in the upper left portion of the window.
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| If you need to have more than 1 employees to the created service, set the max employee to the desired number of employee for the service type |
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Editing A Service Type
The system will be redirected to the Service Types list, select the record to be edited by putting a check on its corresponding checkbox then select the "Edit Button". You may also search for the specific record by typing the record's name in the "Search Field".
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Make the necessary changes and then select the "Save button" to save all changes
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Minimum and Maximum Employees
You can edit the minimum and maximum employee of a service type by editing the service.
- Under the Min Employees, you can set the minimum employee(s) that is required for the service
- Under the Max Employees, you can set the maximum employee(s) that is required for the service.
- Click the save button to save the changes.
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Charge Rates
Charge Rates are the rates of the service type for a specific time (examples are after hours, saturday, sunday).
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Adding a Charge Rate
You can add the charge rate of the service type by clicking on the + button under charge rate section
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Fill out the details for the service type charge rate and click on save to create a new charge rate
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Editing the Charge Rate
You can edit the charge rate of the service type by double clicking on the charge rate you want to edit. The charge rate record can be found under the Charge Rates section of the service type.
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Fill out the changes for the charge rates and click on save to save the changes
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Delete the Charge Rates
You can delete the charge rate record if you want to delete it. Scroll the horizontal bar to the right until you see the delete button.
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Click on the delete button to delete the charge rate record.
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Funding Codes
Funding Codes are codes from NDIS for the service type and it is required in claiming funds from NDIS.
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Adding a New Funding Code
You can add the funding code of the service type by going to the funding codes section and clicking on the plus icon
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Fill out the information for the funding code. You can look at NDIS code list if you want to check for the service funding code. Click on the save button once you filled out all the information for the funding code
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Editing the Funding Code
You can edit the funding code if you need to do some changes for the funding code. Double Click on the funding code you want to edit from the funding codes section
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Fill out the changes for the funding code. Click on save button once you are done to save the changes for the funding code.
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Deleting the Funding Code
You can delete the funding code record if you want to delete it. Scroll the horizontal bar to the right until you see the delete button.
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