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Focus on - Finance : Charging

Posted on 11 July 2023

Within your CareFor site, you have the option to build in different rates to ensure your charging structure is correct - from adding in differing rates for varying times of day to entering assorted rate cards for a funder or an individual client

You begin to add your charging rates from the Functions menu - Functions - Finance - Settings - Rates- Charge

From here you can add in your charge rates. Click Add New Charge Rate and enter the rate name.

There is more information on rates here

Your charge rates are then applied to your Assignment/Visit Types via Settings - Assignment/Visit Types. Click the Pound symbol on the right of any visit/assignment type

You can apply the rates you have entered using the drop downs on the Rate Card