Update Care and Accommodation Rate History

 

This function allows you to easily update the "Total Fee" for each resident that was originally entered on the residents Rate History screen. It works in a very similar way to the Client Rate Processing function, in that either individual residents or subsets of residents can be updated with out having to navigate to the resident record.

 

Click on the "Utilities" tab to bring up the list of options and then select "Update Care and Accommodation Rate History on Resident Record" from the menu options list.

 

 

The "Update Care and Accommodation Rate History on Resident Record" screen will now appear.

 

 

This screen lists the current "Total Fee" for each resident. Lines can be selected by holding down the "CTRL" key or the "SHIFT" key on the keyboard and then clicking on the line, this selection process is suitable when either a single line or only a few lines need to be updated. Selected lines will be highlighted in blue and a small arrow symbol will appear at the left end of the line as shown in the image above.

 

Alternatively, a subset of lines can be created by using the "Search" option. To do this click on the "Search" button at the top right of the screen.

 

 

The "Search Criteria" screen will now be displayed.

 

 

Select the search criteria from the list on the left and then enter the value in the "Field Value" box and click "OK". (e.g. If it is required to update all records within a particular home, select "Home" from the list and then enter the relevant code in the "Field Value" box - in this case "H1").

 

 

After clicking on "OK" the screen will now only display the lines that fit the selected criteria.

 

 

If required, several different criteria can be combined to narrow down the list.

 

Once the correct subset is displayed, click on the "Select All" button and then click on the "PROC" button.

 

 

The "Specify Rate Update" screen will now be displayed.

 

 

First, enter the date that you want the new rates to come into effect from. Then choose the type of change that you want to make - there are three choices and the first two have two different options:

 

 

Select the option you wish to use and then enter the value in the bottom box, either a £ value or a percentage rate depending on the choices you have made. Then click on the "OK" button.

 

You will then be asked to confirm your choices.

 

 

Click on "Yes" to continue or "No" to cancel. If you selected "Yes" you will now see the "Update Completed" message.

 

 

Click on "OK" to finish.