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[Notes] Overview of the Admin Tab

Updated over a year ago

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The Admin tab has sub-tabs for Services, Rate Schedules, and Activities that give you control over almost all aspects of customers, services, and rates:

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Services (with Activities, Outcomes, and Rate Schedules) โ€“ from this sub-tab you are able to:

  • Create, edit or deactivate/reactivate services,

  • Associate activities and outcomes with each service,

  • Associate one or more rate schedules with each service,

  • Associate a service with one of more Customer Accounts.

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Note: You donโ€™t need a different service to charge a different rate.

For more information, please see the [Notes] Services.

Rate Schedules โ€“ from this sub-tab you are able to:

  • Specify general rates or activity-based rates (hourly, flat rate, travel/wait, or mileage), with different rates for each rate level if necessary,

  • Create, edit, or deactivate/reactivate rate schedules,

  • Associate rate schedules with one or more services,

  • View rate schedule history.

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For more information, please see the [Notes] Rate Schedules.

The Activities tab is the place where you can:
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  • Create, edit, or deactivate/reactivate activities.

  • Associate activities with Progress Report activity types (optional).

  • Assign activity to an engagement group and engagement type.

  • Specify one or more activities as fulfilling the VR Plan Submission L&I QA element.

  • Specify one or more activities to fulfill the RTW Needs Discussed with Worker L&I QA element.

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For more information, please see the [Notes] Activities.

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