Service Types - Billing / Payroll rules

You can set multiple prices for one service type depending on the day/time. 

Please note that this is not needed for NDIS services as TurnPoint has a built-in feature to detect the day and time once the NDIS service is linked with item code. Please click here to see how NDIS service works in the system

We recommend when building the rules, only the base service type is created within ‘service types’, and all differing prices (e.g. Sat rate, Night rate) are created in billing/pay rules.

To access this feature:

• Navigate to billing/pay rules under other/config

• Click ‘add new pay rule’

Fill out the details, taking note of the highlighted fields:

1. Rule Reference - a descriptive term for a rule (e.g. Domestic Assistance – Saturday)
2. Service Type - indicates which Service Type this rule is to apply to. If left blank the rule will apply to all Service Types. So if you are creating billing rules for certain service type, please select from dropdown.
3. Rule Code - an equivalent field to Rule Reference and is used internally in the system and for file exports to external systems such as accounting packages.
4. Referrer Restriction - allows for a rule to be restricted to clients from a specified referrer.
5. Public Holiday - indicates whether or not a rule is applicable on public holidays or not. A separate register of public holidays is kept in the system and can be found under Events Admin.
6. Day Restriction - gives the days of the week on which a rule will apply. For example, tick Sat if you creating billing rules for Saturday.
7. Time From/To - shows a starting/finishing time of day for when a rule applies. Useful when adding evening, night rate.
8. Priority – refers to the priority order to be used when calculating a service charge. Higher(greater) priority numbers have precedent and will be applied  in the situation where 2 differing rules might apply. Rules are not cumulative. For example, if the appointment falls on Saturday but also Public holiday, if Public Holiday rule’s priority is higher, PH rule will be picked and PH rate can be applied.
9. Rate Charged - is the applicable rate to charge clients, either hourly or fixed.
10. Rate Paid - is the applicable pay rate for staff if there is no Pay Level specified. It can be either hourly or fixed. This field is used when creating Pay rules for your staff. Click here to check how to add pay rules
11. Deleted - is used to turn a rule inactive.