Bill rates are used in Time Capture and Workstream and can be applied to each staff. Bill rates determine the amount a staff can charge for their time, which can be used in billing realization. Bill rates can be associated with worksteps if Workstream is licensed. Each employee can have multiple rates depending on the type of work they are completing.
The bill rates list creates labels for the different rates, but not the values. The values for the bill rates are assigned for each staff profile on the Practice > Time Capture window. The rates can be set according to a person's pay rate, pay plus benefits rate, or any amount you determine.
Even though the Cost and NonBillable rates are not listed in the grid, these two bill rates will still be included for each staff.
To manage this list item, do the following:
- Open Dashboard, click Application Links on the navigation panel, and then click
- Click Practice Lists > Bill Rates on the navigation panel.
- Do one of the following:
- Add a record. Click the plus sign beside the Add Bill Rate cell in the grid, enter the new name or identifier, and press Enter.
- Edit a record. Double-click a record, select an item in the grid and click Edit on the button bar, or right-click an item in the grid and select Edit from the menu.
- Sort records. Click a column header to sort a column in ascending or descending order, or right-click the cell in the grid and select a sort option from the menu.
- Print the grid. Click Print on the button bar, or right-click the grid and select Print from the menu to print the entire grid.