We have added custom client rates and custom wage rates. Prior to this update, you could only set the client cost and default wage rate via services. Services still have a client cost and default wage rate, but you can over ride those settings if you want to have unique rates for specific clients and/or practitioners.
The software uses the following hierarchy when determining the client cost and wage rate upon session completion:
- Has the user enabled cost over ride? If yes, use those numbers to determine the cost and wage
- Does the client and/or practitioner have a unique rate associated with the service? If yes, use those numbers to determine the cost and wage
- If the above were not satisfied, use the client cost and default wage rate associated with the service to determine the cost and wage
You can set custom client rates here:
- click ACCOUNTING > BALANCES from the main menu
- click CUSTOM RATES from the sub-menu
- choose the client you want to set a custom rate for
- enter the UNIQUE RATE for the specific service
- click the green button with a checkmark to save
After you set a custom rate, the software will follow the hierarchy above to compute the client cost and wages due.
You can set custom wage rates here:
- click PRACTITIONERS > WAGE MANAGER from the main menu
- click ADVANCED OPTIONS > CUSTOM WAGE RATES from the sub-menu
- choose the practitioner you want to set a custom rate for
- enter the UNIQUE RATE for the specific service
- click the green button with a checkmark to save
We have added links to these pages when administrators and staff are viewing, adding, or editing clients and practitioners. There is also a link on each of these pages to the other page for easy switching between the two.
Practitioners can view any unique rates they have within their EARNIINGS page.
If you do not want to use this feature no further actions are required. If you want to use this feature and you have questions, or would like help setting unique rates for your clients or practitioners, please e-mail support or give us a call at 1-844-588-2200.
If you have any questions, please contact support at mail@bizstim.com.
Sincerely,
The Bizstim Team
