Skip to main content
All CollectionsHelp ArticlesBilling ModuleFunders
Public Policy Setup Page (Funder)
Public Policy Setup Page (Funder)
Updated over 2 months ago

The Public Policy Setup page provides a snapshot view of a Public policy that has been created in Penelope.

On the Public Policy Setup page you can:

Accessing the Public Policy Setup Page

To access the Public Policy Setup page follow the instructions below:

1. Navigate to the Funder Profile.

2. Click the Public Policy Setup sidebar.

3. Click the name of the Public Policy Setup page you would like to view.

A green dot indicates the Public Policy is active. A red dot indicates the Public Policy is inactive.

Editing the Public Policy

To edit the Public Policy follow the instructions below:

1. Navigate to the Public Policy Setup page.

2. Click the edit button located in the top right-hand corner of the page.

3. Edit as required.

4. Click Save.

Adding a New Public Policy

To add a new Public policy click the Add link located in the Public Policy Setup sidebar:

1. Navigate to the Funder Profile.

2. Click the Public Policy Setup sidebar.

3. Click Add.


โ€‹

Deleting the Public Policy

To delete the Public Policy follow the instructions below:

1. Navigate to the Public Policy Setup page.

2. Click the delete button located in the top right-hand corner of the page.

3. Confirm you would like to delete the policy by clicking okay as required.

The policy will be deleted immediately and cannot be reversed. Deleting a policy is subject to having the correct permissions.

Adding Service Units

To add Service Units follow the instructions below:

1. Navigate to the Public Policy Setup page.

2. In the Public Policy Rates section click Add.

3. Select or type the name of the applicable Service Unit.

4. In the By field select $ or %.

5. Enter a Rate.

6. Enter a Co-Pay.

7. Check SSQ if applicable. SSQ refers to a Subsequent Payer rate. If a Funder agrees to be a Subsequent Payer you would check the SSQ checkbox. A Subsequent Payer agrees to pay fees -in full or part thereof- not covered by the primary funder.

8. Click Save.

Editing Service Units

To edit Service Units follow the instructions below:

1. Navigate to the Public Policy Setup page.

2. In the Public Policy Rates section click on the name of the Service Unit you would like to edit.

3. Edit the By field if applicable.

4. Edit the Rate if applicable.

5. Edit the Co-Pay if applicable.

6. Check SSQ if applicable. SSQ refers to a Subsequent Payer rate. If a Funder agrees to be a Subsequent Payer you would check the SSQ checkbox. A Subsequent Payer agrees to pay fees -in full or part thereof- not covered by the primary funder.

7. Click Save.

Remove a Service Unit

To remove a Service Unit follow the instructions below:

1. Navigate to the Public Policy Setup page.

2. In the Public Policy Rates section click the minus (-) icon located next to the Service Unit you would like to remove.

3. Confirm that you wish to remove the Service Unit by clicking okay.

The Service Unit will be removed immediately. This action cannot be reversed.

Mass Update Rates to Individual Policies

This function will update all rates in any existing Individual policies from a chosen date. The mass update needs to occur after the Service Unit rates have been up

dated.

To mass update rates follow the instructions below:

1. Navigate to the Public Policy Setup page.

2. In the Public Policy Rates section click Mass Update.

3. Enter an Effective Date.

4. Check Recalculate Rates. This will recalculate the rate of any existing Cart Items covered by the Public policy with an event date on or after the effective date. If left unchecked the new rates will not be applied to any existing Cart Items covered by the Public policy.

5. Click Save.

Adding Notes to a Public Policy

To add notes to the Public policy follow the instructions below:

1. Navigate to the Public Policy Setup page.

2. Click the Notes tab.

3. Click the edit button located in the top right-hand corner of the page.

4. Enter your notes.

5. Click Save.

Did this answer your question?