Managing Bill Rates for Individual Staff Members

In the Bill Rates window, you can add new bill rates or modify existing bill rates. You can also enter effective dates for bill rates. This allows you to update rates on an annual basis without requiring that all transactions be entered prior to updating the rate. The appropriate rate for the date of the transaction will automatically be entered, even if the transaction is after the effective date of the new rate.

The Bill Rates window displays when you click Add New Bill Rates in the staff profile on the Practice > Time Capture window.

To manage bill rates for a staff member, do the following:

  1. the profile for the staff member.
  2. Click Time Capture on the navigation panel.
  3. Click to expand the Bill rates section if it is not already expanded.
  4. Do any of the following as needed: 
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  5. Click Save to save your changes and continue working in the staff profile, or click Save and Close to save your changes and close the staff profile.