Do we need to update visits in bulk via Lookout?- If so (via Daily Snapshots), would it be possible to Filter on Helper Engagement Type (Contractor or Employee), so all Contractor Visits can be edited to have the Contractor Rates, etc.
Answer: Yes, we recommend using our bulk tooling to update visits, invoices and POs and transition them under SaH. We’ve also added a filter for Helper engagement type based on your question, so thank you for the great suggestion!
To migrate visits, do we need to wait until other settings are completed (like the Membership Plan)?
Answer: No, you don’t have to wait. Our smart rates feature will automatically detect which rate variant or segment applies to each membership plan, even if those membership plans are set up later.
This means you can begin transitioning your visits to their corresponding SaH service types now if you’re feeling confident, and the system will apply the correct rates once your segments and membership plans are in place.