Charge rates control how services are invoiced. They can be added, amended, or renewed depending on whether you need to introduce a new rate, correct an existing one, or apply changes from a future date.
When to add or amend vs expire and renew
Add
Use add a new charge rate if:
You need a completely new rate within an existing rate set.
A new visit type requires its own rate.
Invoices show errors such as multiple rates found for rate sets due to missing or overlapping rates.
Amend
Use amend if:
You need to correct a rate.
A rate set has already expired or renewed and was missed.
The change should apply to the current rate set without changing dates.
Expire and renew
Use expire and renew if:
You're increasing or changing rates from a future date.
You need to keep historical rates unchanged.
You want a new rate set with a new effective date.
Add a new charge rate
To add a new charge rate, follow these steps:
Click Invoicing, then click Charge Rates.
Double‑click the required Charge Rate set.
At the bottom of the rates list, right‑click and then click Add.
Enter a name for the rate
Set the rate type:
For hourly rates, enter the value on the left.
For per visit or banded rates, enter a Visit Duration to enable the Per Visit section.
Enter an Effective Date for the new rate.
To limit the rate to a specific visit type, select the Applies to a specific Visit Type checkbox.
Choose the visit type, then click OK.
⚠️ Important: To avoid invoicing errors, ensure effective dates and visit types don't overlap with existing rates.
Repeat to add additional rates if needed.
Amend an existing charge rate
To amend an existing charge rate, follow these steps:
⚠️ Important: Amending a rate updates the current rate set directly and doesn't create a new effective date.
Click Invoicing, then click Charge Rates.
Double‑click the charge rate set to update.
In the rate set table, double‑click a Rate Name in the Visit type column.
Update the required values:
Weekday.
Weekend.
Holiday.
Other.
To use Per Visit or Banded Rates, enter a Visit Duration.
Click OK.
Repeat for additional rates if required.
Expire and renew charge rates
This method creates a new rate set with a new effective date and preserves historical rates.
Click Invoicing, then click Charge Rates.
Double‑click the required Rate Set.
Click Expire/Renew Rates once.
Enter the new effective start date, then click OK.
The current rates are automatically given an end date of the day before.
In Show rates in force on this date, enter the new start date.
Open each rate and enter the updated values.
Click OK to save.