...
This page guides you through the process of creating, managing and utilising pricelist records.
These are the topics on this page:
Introduction
Navigating the Pricelist Form
Creating a Pricelist record
Editing a Pricelist record
Deleting a Pricelist record
Adjust Activity Status of Pricelist Record
Accessing Pricelist
Introduction
...
Pricelist records within Brevity are accessed through the Administration> 5. Pricelist sub menu. Pricelist records reflect both the lists that are delivered and maintained by Brevity which catalogue the service rates as per the NDIS Pricing Arrangements and Price Limits document (previously known as the NDIS Price Guide); and lists that have been created and are maintained by the business, for example custom pricelist with service rates that vary from what is listed within the NDIS Pricing Arrangements and Price Limits document.
Navigating the Pricelist Form
...
| Expand | ||
|---|---|---|
| ||
|
Creating a Pricelist record
To create a new pricelist, observe the following steps:
...
Select the Administration>Pricelists sub-menu to open the Service Type List page.
...
Click on 
button to open the New 5. Pricelists record page to create new pricelist.
...
...
Within the Name field, input a description that will be used to identify the pricelist. This name will be used to identify the pricelist within the pricelist field.
...
Within the type field select a value from the drop down list to categorise the pricelist record. Pricelist records can either be set as a charge rate (reflecting the rates charged for a client service) or Pay rate (rates payable to a support worker for delivering the client service).
...
...
Within the Effective From date, either input in free text or select from the date picker the start date of the pricelist period.
...
Within the Effective To date, either input in free text or select from the date picker the end date of the pricelist period.
...
Click the SAVE button to create the pricelist record.
Within the Pricelist tab select the Add New Record icon, located to the right of the percentage field to open the Select Service Types page.
...
To set the rate and rates for the Service record select the checkbox located to the left of the item number, to open the service line for editing.
...
...
Within the Rate type field select a value from the drop down list to unit type used to calculate the rate.
...
Within the Rate fields (rate, afternoon, night, Saturday, Sunday and Public holiday) input the rate applicable for the period.
...
...
Deselect the check box on the service line.
...
Click the SAVE button to update the pricelist record.
...
Click the CLOSE button to exit the page and return to the
Editing a Pricelist record
Edits to a custom 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. It is important to note that when working with service type rates within the standard pricelist that the rate never exceeds what is listed within the NDIS price guide(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 that the utilise that pricelist ~ service type).
To edit the pricelist record, observe the following steps:
Select Administration> Pricelist submenu.
Highlight the pricelist record that needs to be edited.
Either click on the edit button or double click on the pricelist record to open it within the Pricelist page.
Edit the necessary fields of the record.
You can edit pricelist name, type, effective from and effective to date fields. You can also edit the service type rates and add or remove specific service types.Once done with editing, Click on Save button.
Click on Close button to get back on the pricelist listing page.
Deleting a Pricelist Record
...
Adjust Activity Status of 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.
Once done, you can exit back to the Pricelist listing page using Close button.
Accessing Pricelist
Linking the Pricelist to the Client Funding
This is an important step and lets the system know which pricelist you have used when creating the Service Agreement. NDIS requires you to claim at the same rate that you have included within the Service Agreement. The Pricelist selected here will be automatically selected when creating the Service Template and Service Schedule that are linked to this funding.
...
Linking the Pricelist to the Service Template
The pricelist is now a mandatory field when adding items to the Service Template. Service Types will be filtered based on the Funding Source and Pricelist selected. The pricelist will be automatically selected based on the Funding Source selected (if setup).
When generating the Roster from the Service Template, all Service Schedule records created will be linked to the pricelist selected here.
...
Linking the Pricelist to Service Schedule records
The pricelist is a mandatory field when creating once-off services. Again, the pricelist will be automatically selected based on the Funding Source selected, and the Service Type list will be filtered based on the Funding Source and Pricelist selected.
...
This page outlines the elements that comprise the maintenance of Pricelists.
...