Add a rate to a service

This article explains how to enter rates for services you add manually. This step is not required for system managed NDIS services and rates. 

Required packages and permissions

Supported in: Lumary DC

Permission: System administrator

To add a new rate to a service:

1. Click on the Services tab. You may need to click on the More tab or App launcher to find this option.
2. Search for the relevant service and click on its text link on the Service Name column. You can filter your list using either the Recently Viewed drop-down or the Search this list field

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3. Click on the New button on Current Active Rate section on the right hand side of your screen. This will launch a New Rate form.
4. Complete the form. The following table explains the purpose of each field. Mandatory fields are marked with an asterisk

Field	Purpose
Rate Information
* Rate Name	Specify a name for the new rate. We recommend that you consider the development of a clear naming convention to allow for easy reporting.
*Service	This field will be automatically display the service name associated with the rate you are creating.
*Rate Type	You will need to select a rate type from your reference data. When creating non-NDIS services, this is the non-NDIS Rate Type you may have created earlier. If you do not have a relevant rate type, select +New Reference Data and follow the link to add a new non-NDIS rate type.
Validity Information
*Start Date	The start date of this new rate.
*End Date	The end date for this new rate.
Price Information
*Unit of Measure	The Unit of Measure varies with the type of support being provided - for e.g. per year/month/day/hour.
*GST Code	GST Code applicable to the rate. If you do not have the applicable GST code you can create a new GST code. Select the +New Reference Data and follow the link to add a new GST code.
*Amount Ex GST	This is the unit service rate excluding GST.
GST	This will be calculated based on the GST Code you selected when you save.
Thresholds & Allowances
NDIS Nominal Unit Price	Indicates whether the rate is nominal.
Allow Rate Negotiation	Defines whether the rate can be overridden by a negotiated amount. You can choose the options where negotiated amount will apply. This can be:  Service Agreement Service Delivery Session.
Default Travel Rate	If checked the service will use the Default Travel Rates you have set.
Force Update of Record	If checked and if the rate has already been used on Service Agreements then you can update the rate by checking this box. Use with CAUTION. Service Agreements will not be altered as part of the rate update.
Provider Travel Claiming	This specifies when travel claiming applies. The default is None and the options are: Distance beyond 10KM as per NDIS rules 20 mins on next appointment Time spent accompanying clients.

5. Click Save.

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For a service to appear in places like service agreements or the Service Delivery Entry screen, you'll also need to link the service to the site that claims its funding or reports on its delivery.

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