Annual Payor Rate Changes

Q. My Billing rate is changing, how do I update annual changes? 

A. Step 1 :Create the menu for the New Year, Navigate to Admin, Settings, Rules. Select Billing Rate Automatic and add your Yearly Label:


Q. My Billing rate is changing, how do I update annual changes? 

A. Step 2 : create Rule, put the old rate in with Direction (Before)  Target Date= last day of the old rate. 


Step 3:  Update Rates in Visit Types and enter the new billing rate.