The Base Rate table is the key component of the Billing system.
Each column is defined as follows:
|Assoc Type||The type of associate that the rate applies to. If left blank, it will apply to all associates.|
|Bill Code||Your code for the rate.|
|Ext. Code||Code used by a third party for billing purposes. (UBTMS for
|Block||Rounds the actual units to be a multiple of this number.|
|Min. Units||The smallest number of units that can be billed.|
|Max. Units||The largest number of units that can be billed. Setting the minimum and maximum to the same
number creates a fixed rate item.|
|Min. Warn||Warn if the units is below this number.|
|Max. Warn||Warn if the units is above this number.|
|Rate Label||Label to be used in the invoice.|
|Disp. Units||Display the units in the invoice.|
|CrossTab Label||The label to use in the cross tab. Used when the bill code is not billed in units. Use a
$ in the label if the units are really dollars.|
|Tax Schedule||The tax schedule to be used. If left blank the item is non-taxable.|
|Templates||The templates to be allowed when user is entering information for this code. They are a string
delimited by the first character, for example:|
/Telephone Call with _ Re: _
/Telephone Call with _
/Telephone Call with Applicant's Attorney Re: _
where an underscore is entered, the user will be given the ability to enter information. The last example is a free-form input.
Note that changes to this table do not change any charges already created. Care must be taken
to define the table as best possible so bill codes are not eliminated after charges have been made to
those entries. Additions do not create any difficulties.
Extended Rate Tables
If you are a medical billing site, you can make use of the pre-defined rate tables. These tables
have all the bill codes and rates already defined.
When you have procedures that always bill a certain group of bill codes, you can shorten the process
by creating a composite rate. Enter a composite rate and the system will generate
entries for each code that it is composed of.
Next: Setting up the Bill Code Templates