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Understanding the rate change review screen.
Shows the existing and new rate values for the selected product. Ensure the new value is the correct amount before selecting Save.
This date will be the next day from when you apply the rate change.
Shows the amount of care workers that will be affected by the rate change along with the name of the product being updated and a link to the Helper Rates Report page where you can generate an overview report of helper rates which will be emailed to you.
You have two options to choose from on how to apply the rate change.
Option 1 : Change for future and existing services
Option 2: Change for future services only
For more information about these options with use case examples see below.
Note: You will not be able to edit the product rates while the changes are being applied. Rate changes will take approximately 30 minutes or less to propagate.
Option 1: Change for future and existing services
This option applies the rate change to all Clients receiving services from the Support Workers who are impacted by the update. This will happen as soon as the rate change is propagated, approximately 30 minutes or less after selecting Save.
New services scheduled from this point will take the new rate.
Contracts that already exist between a Support Worker and any Clients with the product will be expired and be replaced with a new contract using the new rate.
🕓 This happens overnight and will be in effect for the next day.
Any visits that the Support Worker has scheduled with the product that are happening from the next business day forward will use the updated rate in the new contract.
The "Domestic assistance" rate is changed from $55.00 to $60.00 per hour.
Support Worker Sam uses the suggested price so will have this change applied.
At 10:00 am on Monday, Admin user Angel edits the rate and selects Change for future and existing services.
Sam has a visit scheduled for noon on Monday using the Domestic assistance rate and another scheduled for 9:00 am Tuesday.
Monday's noon visit will be at $55.00 per hour.
Tuesday's 9:00 am visit will be at $60.00 per hour.
At 11:00 am on Monday, Admin Angel assigns Sam two new Domestic assistance visits with two brand-new clients (Mary and Sue). Mary's visit is for 2:00 pm on Wednesday but Sue's visit is for 3:00 pm 'today' (Monday).
Admin Angel also assigns Sam to cover a domestic assistance visit at 1:00 pm 'today' (Monday) with existing client Susan. Sam has not previously worked with Susan and no contract had been set up between them.
All of these newly scheduled visits (new client Mary's on Wednesday, new client Sue's 3:00 pm visit happening 'today' and existing client Susan's visit happening at 1:00 pm 'today') will be at $60.00 per hour because each is a new service scheduled after the rate change.
The visits scheduled today taking this new rate may cause confusion for clients receiving the services. For this reason, we recommend that the rate changes are made after no other visits for that day are added.
Option 2: Change for future services only
This option allows you to 'grandfather-in' Clients at their current rates for services that are already scheduled. For each Support Worker who is impacted by the rate update, the following will change:
The rate they have showing for that product on their prices list will be updated.
This will happen as soon as the rate change is propagated, approximately 30 minutes or less after selecting Save.New services scheduled from this point will take the new rate.
Contracts that already exist between a Support Worker and any Clients with the product will not be changed.
Any visits that the Support Worker has scheduled with an existing Client using that product will not be changed, including those scheduled to occur in the future.
The "Companionship" rate is changed from $50.00 to $65.00 per hour.
Support Worker Sam uses the suggested price so will have this change applied.
At 10:00 am on Monday, Admin user Angel edits the rate and selects Change for future services only.
Sam has visits with member Mary already scheduled. These will continue to use the $50.00 per hour rate.
At 1:00 pm on Monday, Admin Angel assigns Sam Companionship visits starting Wednesday with existing client Susan. Sam has not previously worked with Susan and no contract had been set up between them.
These visits will use the $65.00 per hour service because they are "new."
Because Susan is not a new client, this may cause confusion.
If you want to grandfather in all existing clients with all helpers across all rates before a rate change, the best thing to do is ensure that contracts for all rates exist between all helpers and all members before the rate change.