Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (Also known as Care Management, Rostering & Finance, Premium, Entry and Essentials) Please get in touch if interested in more information on this feature!
At Birdie, we know that the more service types you have, the more complex your finance becomes. We have made it possible so you can charge and pay different rates depending on the service type.
This includes:
This article will cover how to add Service Type rates to invoicing rates as well as pay rates. You can edit existing rates or add new ones, pending your need.
Please note: It is not possible to add a new service type in Birdie.
How to set Service Type Invoice Rates
If you need to add a new invoice rate, go to Invoicing Rates tab and click on New Invoice Rate or read the article here. You can also edit an existing invoice rate card.
You may have a care recipient that you charge for Personal Care during the day and a different rate for Sleeping Nights, for instance. You can set up an invoicing rate that reflects this and ensure you are charging the appropriate rate for the specific service type.
You are able to set a Default rate at the top by clicking Add rate and adding your rates in. These will be your rate until you add a service type rate under Add service type. Once you set a specific rate for that new service type rate this will override the Default rate for visits that are associated with this service type.
To add a service type rate, click on Add service type rate. Here you can choose the service type that you want to create a rate for, for example, if you have a specific rate for Sleeping Nights you can select this here.
You will then need to click Add rate and create a rate that is associated with this service type.
Select the Day Type, when the rate applies, as well as the rate type, be it single, banded or fixed. This follows the same invoice rate creation process outlined in the article here.
You can repeat the above process to create as many rates as needed on this one invoice rate card, for example, if one contract covers multiple service types.
How to set Service Type Pay Rates
If you pay your care professionals different rates depending on what type of care work they do, you are now able to specify a new service type rate on Pay Rate cards. For example, you can select Complex Care and pay a specific rate for this type of care.
A default single rate can be set-up and will be applied for any visit in the roster that does not have a service type associated with it.
To add a service type rate, first, click on Add service type rate. Here you can choose the service type that you want to create a rate for, for example, if you have a specific rate for Sleeping Nights you can select this here.
You will then need to click Add rate and create a rate that is associated with this service type.
Select the Day Type, when the rate applies, as well as the rate type, be it single, banded or fixed. This follows the same pay rate creation process outlined in the article here.
You can repeat the above process to create as many rates as needed on this one pay rate card. You should aim to input the rate you will pay care professionals for each hour of care delivered, for each day of the week.
How to associate Service Types on Visits
To connect the Service Type Rate to the visit you will need to create a Purchase Order for each Service Type set up and linked to the contract.
When you set up the visit in the Create visit schedule section on the Client page you can select the funding for that visit and the client will be charged correctly.
The care professional you have selected for that visit will also be paid correctly as they are connected to that Service Type in the Pay Rate card assigned to them.
You will also be able to invoice for the correct Service Type on the visit, as long as you have set this on the invoice rate card assigned to the contract.
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