Adding a Service Type

The system will be redirected to the Service Type list, select the "New Button" in the upper left portion of the window.

Fill out the necessary details and click Save once done.

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Editing A Service Type

The system will be redirected to the Service Types list, select the record to be edited by putting a check on its corresponding checkbox then select the "Edit Button". You may also search for the specific record by typing the record's name in the "Search Field".

Make the necessary changes and then select the "Save button" to save all changes

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Minimum and Maximum Employees

You can edit the minimum and maximum employee of a service type by editing the service.

1. Under the Min Employees, you can set the minimum employee(s) that is required for the service
2. Under the Max Employees, you can set the maximum employee(s) that is required for the service.
3. Click the save button to save the changes. 

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After Hour Setup

The after hour setup allows you to manage how evening billing should be calculated. This is set via the After Hour Setup section on the Service Type screen.

1. After hour Calculation Method sets how the evening rate is determined when a shift is rostered for the service type
   1. Shift Start Rate: Will use the rate based on the time the shift starts
   2. Shift End Rate: Will use the rate based on the time the shift ends
   3. Split Shift: Not Currently Used
   4. Highest Rate: Will use the higher rate based on when the shift starts or ends (current NDIS allowed arrangement)
2. Under the Max Employees, you can set the maximum employee(s) that is required for the service.
3. Click the save button to save the changes. 

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NDIS Pricelist

You can check and download the price list guide of NDIS from their website so you can input the Claim Code and the pricelist for the service type. The example below will give you the different codes and rate of the service schedule for different days.

You should use and configure the correct funding code and charge rate for the Service Type in claiming the service schedule from NDIS.  

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Charge Rates

Charge Rates are the rates of the service type for a specific time (examples are after hours, saturday, sunday).

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Adding a Charge Rate

You can add the charge rate of the service type by clicking on the + button under charge rate section

Fill out the details for the service type charge rate and click on save to create a new charge rate

1. Pricelist: You can set the pricelist that the service type will be using. (see Manage Service Type Pricing using Pricelists)
2. Price List Period: This field will let you set the effective dates of the rate for the service type.
3. Service Type: This field will let you select the service type that will have the rates. By default, this is already filled in.
4. Rate Type: This field will let you set the rate type of the service type. This could be hourly rate or fixed rate.
5. Rates: You can set the rate of the service type during normal hours.
6. Rates (AH): You can set the rate of the service type for the after hours period.

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Editing the Charge Rate

You can edit the charge rate of the service type by double clicking on the charge rate you want to edit. The charge rate record can be found under the Charge Rates section of the service type.

Fill out the changes for the charge rates and click on save to save the changes

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Delete the Charge Rates

You can delete the charge rate record if you want to delete it. Scroll the horizontal bar to the right until you see the delete button.

Click on the delete button to delete the charge rate record.

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Funding Codes

Funding Codes are codes from NDIS for the service type and it is required in claiming funds from NDIS. 

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Adding a New Funding Code

You can add the funding code of the service type by going to the funding codes section and clicking on the plus icon

Fill out the information for the funding code. You can look at NDIS code list if you want to check for the service funding code. Click on the save button once you filled out all the information for the funding code

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Editing the Funding Code

You can edit the funding code if you need to do some changes for the funding code. Double Click on the funding code you want to edit from the funding codes section

Fill out the changes for the funding code. Click on save button once you are done to save the changes for the funding code.

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Deleting the Funding Code

You can delete the funding code record if you want to delete it. Scroll the horizontal bar to the right until you see the delete button.

Click on the delete button to delete the Funding Code record

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Restrict by Qualification

You can use this field if the service type is only for a certain qualified employee. If you restrict a service type to have a qualification, you cannot assign another employee that does not have the required qualification. This will also keep the notes to the employees that has the required qualification.

You can add a qualification to the service type by clicking on the Yes button from the Required Qualification section on the service type page.

It will open the qualification button. Click on the link icon to show the search box that you can use in searching for the qualification.

You can search for the qualification on the search box. Click on the qualification from the list to link the qualification to the service type. 

Repeat the steps if you want to add another qualification for the service type.

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Click on this link (Service Type.pdf) to download the guide