How do I change the bill rate for a visit?

The bill rate cannot be changed for a specific visit. However, you have two options:

• Change a visit Bill Code
• Change the Custom Bill Rate for one day

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Change a visit Bill Code

1. View the details of the Visit that needs to be updated
   
   
2. Go to the Accounting tab
   
3. Clear out the Bill Code by clicking the “x”
   
4. Then select the Bill Code you want to bill
   
   
   
5. Click "Update Visit"
   
   
6. Click "Regenerate Invoice" if an invoice is in draft mode

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Change the Custom Bill Rate for one day

1. Go into the Client’s profile
   
   
2. Go to the Accounting tab
   
   
   
3. Click Custom Bill Rates on the left
   
   
   
4. Click "+ Add Custom Rate"
5. Fill out Funder, Bill Code, Effective Date, and Custom Rate
   
   
   
6. Click "Save"
   
   
7. Click "+ Add Custom Bill Rate"
   
   
8. Add another Effective Date to the following day with the previous rate
   
   
9. Click "Save"
   
   
10. Click "Regenerate Invoice" if an invoice is in draft mode