More rate card default options

Tony Emery 6 years ago in Pure CareForIT / Finance updated by Stephen Vaughan 6 years ago 1

The ability to create default rate cards for all assignments based on for example: WBC, Private(new rate) and Private(old rate)

Currently we have to manually edit each individual rate card for each assignment and when a change needs to be made, every single assignment must be amended.

I suggest some way for us to create set rate cards that can just be added to the assignments and when prices change. it changes for all of them. As opposed to having to go through each assignment individually and edit each card.


Hi Tony, we have a release coming soon that will satisfy this requirement.  It will mean that you can apply a named rate to careplans.  So when a rate is changed, you change it in the named rate with an effective date.

This will be on our Beta release, let me know if you would like to take part of our beta programme.