How to set up Service Type Rates

Please note: The following feature is available as part of Birdie’s Starter, Core, Advanced and Plus packages (As well 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 to charge and pay different rates depending on the service type. 

If you need to add a new invoice rate, go to Invoicing Rates under Manage Invoicing and click on New Invoice Rate or read the article here. You can also edit an existing invoice rate card.

You may have a client 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.

If you pay your carers 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.

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 carers for each hour of care delivered, for each day of the week.

When you create a contract for a payer, you can add the service-type rates. The service type rate must be specified on the invoice rate as shown above to charge correctly. Click Save when you are done.

To add a service-type rate to an existing contract, start by going to the Payer contracts tab, selecting the payer from the list and clicking the Edit icon on the contract you want to add a service type too.

On this page, you can add or remove service-type rates. The service type rate must be specified on the invoice rate as shown above to charge correctly. Click Save when you are done.

You can add a service type rate when you first set up a Client's visit schedule. For a step-by-step guide on how to set up a visit schedule please see this article - How to Create a Visit Schedule for a Client. 

You can add service-type information on the Create visit schedule pop-up page when creating a visit. This allows you to select the funding for that visit and the Client will be charged correctly.

Adding a service type rate for an existing visit schedule

If you have already created a visit schedule for the Client you can still add service-type rates so that they will be charged correctly. 

To do this, select a visit in the schedule and on the right-hand side bar click edit. You will be taken to the editing page, from here click the More options button at the top and select Set Funding information.

For step-by-step guidance on how to add funding information to a visit, see this article - How to add funding information to a visit.

The Carer assigned 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.