Fee Periods in D4W

Fee Periods in D4W

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Add new, modify or delete a fee period.

Add New Fee Period

This is important, as it will ensure fees are never erased/typed over.

Alert
Always create a new period start date before you edit/update your fees.

Treatment Plans and unaccounted treatment take information from the fees section, so it is best to keep a record of each fee charged per date range.

  1. Go to Location Management > Fees tab
  2. Highlight the relevant fee level
  3. Click on the Add New Period icon
    1. Enter the new fee period start date 
    2. Click OK

  4. It is now possible to update fees, from the specified start date without affecting past fees. Use the arrows to move between fee periods 

Modify a Fee Period

This will modify the existing start date of a fee period.

  1. Go to Location Management > Fees tab
  2. Highlight the relevant fee level
  3. Click on the Edit icon
    1. Enter the new date 
    2. Click OK

Delete Fee Period

This will delete the selected period and the fees for that specific period. The dates in the period before and after will automatically correct themselves so that they are successive again.

  1. Go to Location Management > Fees tab
  2. Highlight the relevant fee level
  3. Use the arrows to find the period to delete
  4. Click Delete icon
    1. Click Yes

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