Rules under Manage Rate Table
After the Manage Rate Table, there are certain rules, that have been introduced in the system which are:
1. Per Day Rules
2. Duplication Rules
3. Overlapping Rules
These rules are in accordance with the Rule Configuration Settings that we set up initially during the implementation.
If your site is set up to be allowing the user to:
- schedule duplicate appointments for the client,
- schedule duplicate appointments for the provider, and
- does not allow duplicate service on the same day
then the below certain rules in the system can be set up by the user.
1. Per Day rule
For a funding source, a user can set a number of hours beyond which sessions cannot be scheduled for the particular service type in a day.
2. Duplication rule
Duplication rule is where a particular funding source and service type cannot be duplicated means duplicate sessions are allowed on the same day for all the other service types except those mentioned under the Duplication rules.
3. Overlapping rule
Here the mentioned Service codes for the funding source cannot overlap in a day. Except for them, every other service code can overlap for a client.
The user has permission to Edit or Delete the rules.
Note: Remember to click on 'Save' to add the created rules in the system.