Rate Changes

There are several areas that rates are entered in ResiDex; this document will outline how to update those rates as needed.

Edit Care Package Rates From the Billing Tab:

  • Select Rates – Packages (levels)
  • Type over the current package rate 
  • Press Tab to move through the fields
  • If someone is currently charged that care package rate, an effective date box will appear
  • Enter the effective date and press “OK” to close the screen

  • This will automatically add a care package with the new rate/effective date for every resident on that care package

Edit Care Rent Rates From the Billing Tab:

  • Select Unit Rent Types
  • Type over the current rent rate 
  • Press Tab to move through the fields
  • If someone is currently charged that rent, an effective date box will appear
  • Enter the effective date and press “OK” to close the screen

Edit Supplemental Package Rates From the Billing Tab:

  • Select Rates - Supplemental Packages
  • Type over the current rate 
  • Press Tab to move through the fields
  • It will automatically update for every resident on that supplemental package
  • Note: This does not prompt for an effective date and will be reflected the next time charge lines are created

Edit Variable Rates:

  • From the billing screen click Rate Schedules
  • Click detail
  • Edit the rate by any provider needed
  • Note: This does not prompt for an effective date and will be reflected the next time charge lines are created

Edit Fixed Rate and Fixed Count Services:

  • From Desktop ResiDex start at the Setup Tab
  • Select the option Service List on the left and Global Job (Service) List on the right
  • Find a service with the charge type Fixed or Fixed count
  • Update the rate in the Billing section