Billing: Supplemental Package Setup

When setting up rates for billing or agreements, you may wish to add Supplemental Packages.  Supplemental Packages are services or groups of services, billed at a daily or monthly ratein addition to Fee-For-Service or Care Package charges.  

Add Supplemental Packages:

  • Click Billing > Billing Configuration
  • Select the option Supplemental Packages
  • Click on New Supplemental Package or click on a current supplemental package
  • Enter the Package Name and enter the rate and frequency (daily vs monthly)
  • Select either Pre-Bill or Post-Bill
  • Select Service Revenue if it is dealing with resident cares (vs housing such as telephone and cable tv)
  • Select Show in Agreement so it will display on the Resident Agreement/Service Plan

Edit Supplemental Packages

  • Click Billing > Billing Configuration
  • Select the option Supplemental Packages
  • Click on a current supplemental package
  • Edit the Package Name (WITH CAUTION)
  • Edit the rate and frequency (daily vs monthly) NOTE: This will update immediately and impact the next billing
  • Edit (WITH CAUTION) any other details such as  Pre-Bill or Post-Bill 
  • Optionally toggle the Service Revenue check box
  • Optionally check Show in Agreement so it will display on the Resident Agreement/Service Plan