Add a new non-NDIS rate type

This article explains how to add a new Rate Type. 

Required packages and permissions

Supported in: Lumary DC

Permission: System administrator

To add a rate type:

1. Search for Reference Data from the App Launcher or click on the Reference Data tab on your navigation bar.
2. Click on the New button. This will launch the New Reference Data form.
3. Scroll down the pop-up window and click on the Rate Type radio button to select it.
4. Click on the Next button.

This will launch a New Reference Data: Rate Type form. The following table explains the purpose of the fields. Mandatory fields are marked with an asterisk.

Field	Purpose
* Name	This is the name for your new rate type. The name should reflect the funding source or rate type description.
*Funding Type	Select the appropriate funding type from the drop down menu:  Grant- for block funded rate types Other: For all rates that are not NDIS or grant funded.
Automatic Rollover	If this checkbox is ticked, the system will automatically apply the latest version of rates with this rate type when service delivered (SD) records are created.
Aged Care	Not Applicable.
No Funding Limit	This should be selected when the service agreement has no limit to funding. In some state-based funding programs there are no limits to specific agreements/programs, services are delivered and funding is applied for, the amount of funding/reimbursement depends on the number of claims received.
Not Available for Cart	If checked, clients will not be able to pay for services delivered using this rate type.
Funding Organisation	This field allows the user to specify who is the funding organisation for this rate type. This field is a lookup to Accounts, therefore the account must exist prior to linking to the rate type. If the account does not exist, save the rate type and navigate to accounts and create the funding organisation, then update against the rate type.
Contract Number	Captures the contract number for a rate type.
Client Allocation Required	When this box is checked, and block grant is also checked the Service Agreement with this rate type will display the individual funding allocation for a funded client.
Block Grant	When checked, this rate type is enabled for grants that are not individualised / service agreements with many clients.
Bypass Quote Generation	When this box is checked it bypasses the quote feature on a service agreement.
GL Code	This is the general ledger code used when extracting data from Salesforce.
Cost Centre	This is the cost centre for this rate type
Invoice Grouping	You can select your invoice grouping to:  Detail (can be overridden) Summary (can be overridden) Detail (no override) Summary (no override)
Include in Extract	Specifies the Extracts in which Service Delivered records with this rate type will appear. There may be other criteria that will determine if a record appears an extract.

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5. Click Save.

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 You can view how to link a Rate Type to a service in the add a rate to a service article.