Accessing HCP & Private Settings
Navigate to Settings and select the HCP & Private tab to access these configuration options.
Price Book
The Price Book tab allows you to define and manage the rates charged for different service types. Each price book entry includes rates for different times of day and days of the week.
Viewing Price Book Entries
The price book displays in a searchable table showing:
Type – The name/type of the service
Category – The service category (Clinical, Everyday Living, or Independence)
Normal Rate – Standard weekday rates
Saturday/Sunday/Holiday Rates – Weekend and public holiday rates
Use the search bar to filter entries by any field.
Adding a Price Book Entry
Click the + button to open the Add Price Detail form
Complete the required fields:
Type – Enter the service type name (required)
Category – Select from Clinical, Everyday Living, or Independence (required)
Invoice Description – Optional description that appears on invoices
AM Start / PM Start – Define the times that separate AM and PM rate periods
Enter the rates for each period:
Normal AM/PM Rate – Standard weekday rates
Saturday AM/PM Rate – Saturday rates
Sunday AM/PM Rate – Sunday rates
Holiday AM/PM Rate – Public holiday rates
Click Save to create the entry
Editing a Price Book Entry
Click the action menu (three dots) on the row you want to edit
Select Edit
Modify the fields as needed
Click Save to apply changes
Deleting a Price Book Entry
Click the action menu (three dots) on the row you want to delete
Select Delete
Confirm the deletion in the modal that appears
Levels
The Levels tab contains two sections for managing subsidy levels.
DSA Levels (Daily Subsidy Amount)
DSA Levels define the daily subsidy amounts for different funding levels.
Adding a DSA Level:
Click the + button
Enter the level Name
Set the Priority (used for ordering)
Enter the Daily Subsidy Amount
Click Save
Managing DSA Levels:
Use the search bar to filter levels
Click the action menu to Edit or Delete a level
SAH Levels (Support at Home)
SAH Levels define the funding amounts for different Support at Home package levels.
Adding an SAH Level:
Click the + button
Enter the level Name
Set the Priority (used for ordering)
Enter the Amount (daily subsidy amount)
Click Save
Managing SAH Levels:
Use the search bar to filter levels
Click the action menu to Edit or Delete a level
Settings
The Settings tab contains your Home Care Package provider configuration.
Available Fields
Field | Description |
Home Care Provider ID | Your registered Home Care Provider identifier |
Care Management Cost (%) | The percentage charged for care management services |
Package Management Cost (%) | The percentage charged for package management services |
Editing Settings
Click the Edit button in the top right corner
Update the fields as needed
Click Save to apply your changes
Tips
AM and PM rates allow you to charge different amounts based on the time of day the service is delivered
Weekend and holiday rates are automatically applied when services are scheduled on those days
The Care Management Cost and Package Management Cost percentages are used when calculating client billing
DSA and SAH levels help manage different funding tiers for clients with varying package levels