Additional Charges

Overview

This page will walk you through how to add an Additional Charge to a direct or group support (e.g., non-face-to-face work).

Adding an Additional Charge

Direct Supports

When creating a Direct Support shift, after selecting the Participant and entering in the Support Details - you'll be able to scroll down to the Additional Charges section and select the option to "+ Add an Additional Charge".

Here you can select the:

• Charge Item from the dropdown,

• insert a Quantity,

• select the Claim Type, and

• provide an optional Description and/or Additional Details (optional).

When you're ready, select 'Add Charge'.

Once you've added a charge, it will be listed within the Additional Charges of that support. You can continue to add further additional charges by selecting "+ Add an Additional Charge", or you can finish creating (or editing) the direct support.

If you want to make changes the additional charges prior to creating the support, use the 3 dot menu to either edit or delete them

Group Supports

When creating a Group Support shift, after selecting the Participants, Support Type , Group Name, Group Support Address, and entering in the Support Details - you'll be able to scroll down to the Additional Charges section and select the option to "+ Add an Additional Charge".

Here you can select the:

• Charge Item from the dropdown,

• insert a Quantity,

• select the Claim Type, and

• provide an optional Description and/or Additional Details (optional).

• Apportion or Do Not Apportion Charge.

When you're ready, select 'Add Charge'.

Once you've added a charge, it will be listed within the Additional Charges of that support. You can continue to add further additional charges by selecting "+ Add an Additional Charge", or you can finish creating (or editing) the group support.

Once the support has been created, it will create the charges against each participant and can be view from the group support per participant.

If you want to make changes the additional charges prior to creating the support, use the 3 dot menu to either edit or delete them

If you are editing the charge, make your adjustments and then select 'Update Charge'.

Editing Additional Charges of existing Supports

Direct Supports

To edit an additional charge attached to an existing support, open the support and navigate down to the Finance Tab to view and adjust the additional charges assigned to the shift.

The adjustments that can be made are to the unit amount or deleting the charge. You can also add in new charges here.

Group Supports

Additional Charges can be edited via the group support, but changes would need to be made to each individual participant.

To edit the additional charge/s, open the group support and navigate down to 'Supports Involved'

Select the participant to view their charges in the Finance tab

Make adjustments to the charge or use the 3 dot menu to delete the charge. If the charge has been apportioned it will display the ratio. You can also add in new charges here.