Bulk Change of Client Pricelist

This page guides you through the process of undertaking a bulk change of client pricelist records.

These are the topics on this page:

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 the Bulk Change Pricelist form

The Bulk Change Pricelist feature is comprised of two screens.

Click to expand and preview the fields and objects that comprise the Bulk Change Pricelist form

Change Pricelist description: This field provides a description of the pricelist being changed and the effective date of change. The information listed within the description is based upon the selected pricelist and the effective date of change.

From Pricelist: This field provides a listing of existing price lists within the Brevity product. Select or type in the applicable price list that you are transitioning from.

Effective Date: This field is used to specify the effective date of the price list change. The date can either by typed in or set through the date picker.

Next: Selecting this button will advance you through to the Destination Pricelist page.

Click to expand and preview the fields and objects that comprise the Bulk Change Pricelist form

Change Pricelist description: This field provides a description of the pricelist being changed and the effective date of change. This information is set from the Source Pricelist page.

Back: Selecting this button will return you to the Source Pricelist page.

Change Request:

New Pricelist:

Change Type:

Client Funding Record list:

Bulk Change of Client Pricelist

Introduction

Navigating the the Bulk Change Pricelist form

Bulk Changing Client price lists