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Creating & Updating Charge Item Sets

Overview

Creating Charge Item Sets in Astalty is straightforward but if you're unsure what Charge Item Sets are head to our explanation here.

To manage Charge Items, navigate to the Charge Items settings page.

Creating a Charge Item Set

To create a Charge Item click Add Charge Item Set towards the top right of the Charge Item Sets table.

Once you do this you will be presented with two options;

  1. Preset Charge Item Set - Using a preset that we have created to quickly get started

  2. Manual Charge Item Set - Build your own Charge Item Set from scratch

Preset

When you select preset you will see a drop down menu appear where you can select from some premade Charge Item Sets. They include the following sets;

  • Community Access

  • Group Activities

  • Assistance with Self Care

By selecting a preset Charge Item Set you will see the Charge Item Set appear prefilled with the associated Charge Items as seen below in the example of the Community Access preset Charge Item Set. Astalty has prefilled the relevant Type with the associated 'Community Access' line item including the;

  • Support Category

  • Charge Rate Pattern

  • Name

  • Number

  • Price (which is customisable)

  • Unit

  • GST Code

  • Reference

  • Notional $1

You can update the Name of the Charge Item Set, as well as the Reference and GST Code if required, to ensure these details align with your organisation’s preferences.

Manual

When you select manual you will see a blank table where you can enter each of the Charge Item types where the information has been pre filled within the preset Charge Item Set.

Once completed the set will look something similar to this.

Excluding Charge Items from Sets

When manually adding in the Charge Items types, some Charge Items can be excluded by using the provided checkbox to mark as N/A. Once marked as N/A the relevant fields for that Charge Item type will become un-selectable and not be required to create the Charge Item Set.

Copy Charge Item into remaining Charge Items

If you are completing a Charge Item Set where the Charge Item doesn't have variable charges for time of day or week, you can use the Copy to All Day Rates option to apply it to all remaining day rates.

Simply complete the Name, Number, Price and Unit fields of a day rate and select the Copy to All Day Rates option within the 3 dot menu.

After selecting Copy to All Day Rates, the other day rates will be pre-populated with the same detail.

Prefill Reference into Each Charge Item Within a Set

When the Reference field is completed with a phrase or acronym to describe a Charge Item Set, that reference will automatically populate the Reference field of each individual Charge Item within the set.

Updating Charge Item Sets

To update a Charge Item Set simply click the 3 dots to the right of the entry and click 'View' as seen below.

From here you can update any of the editable fields.

You can archive a Charge Item Set within this menu view — this will remove the set from being available for selection within a participants scheduled service. More information on this is available in the Archiving section below.

If significant changes are required, you will need to archive the existing Charge Item Set and create a new version.

Applying the Charge Item Set

To learn more about how to apply a Charge Item Set click here to view our user guide article on Scheduled Services.

Archiving Charge Item Sets

A Charge Item Set can only be archived if it is not currently attached to any Support or Service. To do this, open the Charge Item Set, and scroll to the bottom of the page. An Archive option will be available on the bottom left of the pop out.

You will be prompted to confirm that you want to archive the Charge Item Set.