Setting up the Rate Table

The Base Rate table is the key component of the Billing system.

 

Each column is defined as follows:

ColumnMeaning
Assoc TypeThe type of associate that the rate applies to.  If left blank, it will apply to all associates.
Bill CodeYour code for the rate.
Ext. CodeCode used by a third party for billing purposes. (UBTMS for LEDES format)
BlockRounds the actual units to be a multiple of this number.
Min. UnitsThe smallest number of units that can be billed.
Max. UnitsThe largest number of units that can be billed.  Setting the minimum and maximum to the same number creates a fixed rate item.
Min. WarnWarn if the units is below this number.
Max. WarnWarn if the units is above this number.
RateThe rate.
Rate LabelLabel to be used in the invoice.
Disp. UnitsDisplay the units in the invoice.
CrossTab LabelThe 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 ScheduleThe tax schedule to be used.  If left blank the item is non-taxable.
TemplatesThe 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.

 

Composite Rates

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