Using Provider Rate Matrix in Schedule Pro

FULL PROVIDER RATE MATRIX USER GUIDE

Schedule Pro>Create Provider Records

To use the rates matrix, first check the Use Override Rate to Create Provider Records box.

The next box is optional and is designed to ignore sending over any records where the override rate is 0.

One option is to select the rate from the matrix for the highlighted record.

Clicking this button will bring up a filtered list of matrix records for selection.

The other option is to tag a record or a group of records and use the Set Override Rate Using Auto Match from Provider Rate Matrix for All Tagged Records button.

Any records automatically matched will remain tagged while records not matched will be automatically untagged.

If the Override Rate has been selected from the matrix the amount will display in green.

If the Override Rate is then overwritten manually the link with the matrix record will be deleted and the amount will no longer display in green. 

Select Auto Match to match a matrix record with the information from the order and provider information entered so far.  If there is only one matching record, the rate will automatically update the rate field on the provider record.  If there are multiple rates that match, they will be listed to choose from. 

The provider record will be created as normal using the matrix rate.  Provider History for selecting the rate can only be accessed from Order Entry.