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You can view and update all pricelists in your system by navigating to Administration > Pricelists.
To create a new pricelist, do the following:
There are two ways to update a pricelists. The first is via Administration > Pricelists (same as when adding above).
The second method is via the Service Type management screen (when editing Service Types). The pricing fields are replaced with a grid that shows all pricelists the service type is associated with, along with the applicable rates. You can edit the rates by double-clicking on the relevant row you wish to update.
To ensure the correct charge rates are calculated for each service, Brevity will link the pricelist to the service schedule record (this can be added to the Service Template, and transferred to the service schedule when the roster is generated). You are also able to select the applicable pricing when setting up the client funding, which will carry over to the Service Template and Service Schedule.
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.
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.
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.
Click on this link (System Overview Complete Guide) to download the complete System Overview guide
Click on this link (Managing Service Type Pricing using Pricelist) to download the current page guide