Managing Custom Service Rates
Custom service rates can be edited, copied and deleted from the client’s record.
To edit a Custom Service Rate:
Select client, click Financial Record, click Service Rates, hover over Actions and click Edit. Make changes as needed and click Accept.
To copy a Custom Service Rate:
Select client, click Financial Record, click Service Rates, hover over Actions and click Copy. Make changes as needed and click Accept.
To delete a Custom Service Rate:
Select client, click Financial Record, click Service Rates, hover over Actions, click Delete and click Accept.
Note
Deleting a custom service rate can impact billing a claim accurately.
View the Client Rate History to review the service rate history associated with the client.