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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:
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.
Note: You donโt 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.
For more information, please see the [Notes] Rate Schedules.
The Activities tab is the place where you can:
โ
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.
For more information, please see the [Notes] Activities.



