This option will create a CSV file of Rate History by service provider and/or Order No. Click on the "Reports" tab to bring up the list of options and then select "Invoicing & Financial" followed by "Client Rate History by Service Provider CSV File" from the menu options list.
You will then see the "Resident Rate History by Service Provider" screen.
You can now choose a Service Provider from the drop down list, or leave blank for all Service Providers. If you want to run the report for a particular client, enter their Order Number in the second box. (The Order No. can be found in the next to last column on the main CareMaster screen which lists all residents and also on the "Invoicing" tab of the resident record).
You can also choose to run the report for all Residents or only current ones or only archived ones.
Finally, click on "OK" to run the report or "Close" to cancel.
You will then see a confirmation screen which will tell you that the CSV file has been created and also the filename and location.
Click on "OK" and then go to the location displayed on the screen and you will be able to open the file.
