...
This page guides you through the process of creating
...
These are the topics on this page:
Creating a Pricelist record
Editing a Pricelist record
Percentage increases for service lines
Deleting a Pricelist record
Adjust Activity Status of Pricelist Record
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 | ||
|---|---|---|
| ||
The following is an outline of the fields and objects that comprise the Pricelist page
|
Creating a Pricelist record
...
a pricelist record.
To create a charge rate pricelist, observe the following steps:
Select the Administration>Pricelists sub-menu to open the Service Type List page.
Click on the
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
...
the Charge Rate value from the drop down list to categorise the pricelist record
...
.
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.
Search for and select the service type records that are to be assigned into the pricelist, click the select button to update the pricelist.
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 define the unit type used to calculate the rate.
Rate types available include Hourly Rate, Fixed Rate, Per Day and Apportioned.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
...
Click the CLOSE button to exit the page and return to the Pricelist List page.
...
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 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 that is to be edited and either click on the edit button or double-click on the Price List 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 that is to be edited and either click on the edit button or double-click on the Price List 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 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.
...
.
Click the CLOSE button to exit the page and return to the Pricelist List page.