Edit and Delete a Charge Rate Pricelist

This page guides you through the process of editing pricelist records.

These are the topics on this page:

1 Editing a Pricelist record
2 Percentage increases for Service Lines
3 Deleting a Pricelist Record

Editing a Pricelist record

Edits to a custom charge rate 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 utilising 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 rates
Click 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 decrease 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

It is important to note that pricelist records should not be deleted under any circumstance. If there is a need for removal, it is advisable to consult Brevity in the first instance through the support desk. Deleting a pricelist record can have significant impacts on client funding, scheduling, invoicing, and employee shifts.