Custom Definitions

To allow increased flexibility, you can customize and manage your Agency's billing rates. Use this if you have negotiated a rate that is different from the globally defined rates.

If you use custom rates for your Agency, you are responsible for maintaining the rates going forward. Pavillio Support does not update or maintain custom rates.

This feature is activated by Pavillio System Administration. Contact Pavillio Support Team for details, setup, and guidance.

  1. After the Pavillio Support Team has activated the feature, go to Administration > Service Definition and click on the Custom Definitions tab.

  2. Under the Actions column, select Service Code Parameters.

  3. Click Add Service Parameters.

  4. In the panel that opens, enter the Service Code.

  5. Select the State, Role and Allocation Ratio.

  6. Does this bill rate get a fixed (aka flat) rate? By default No is selected. You can then enter a different rate for each Service Agreement. If you select Yes, this is the rate for all services performed under this Service Code.

  7. Enter a Description for the Service Code and an Effective Date.

  8. Select the applicable Service Parameters. At minimum, add:

    1. Unit of Measure
    2. Gross Rate
    3. Default Rate

  9. Click the Save button.

Once the custom definition is created, you can click the Ellipsis under the Actions column and view details, edit, or clone the custom definition:

  • View Details: Read the existing Service Code parameters, including client approval required, net rate, gross rate, unit of measure, and max hours per day.

  • Edit Details: Change the existing details of the Service Code —

    1. Click Edit Details.

    2. Click the Trash icon. This removes the existing parameter.

    3. Select a new value from the Parameters Name menu.

    4. Enter the new Parameter Value.

    5. Click the Add button.

    6. Click the Update button.

  • Clone: Use this to update billable rates for a specific Service Code.

    1. Click Clone.

    2. Add Effective Date.

    3. Remove the previous rate by clicking the Trash icon.

    4. Select a new value from the Parameters Name menu.

    5. Enter the new Parameter Value.

    6. Click the Add button.

    7. Click the Update button.

For your custom definitions to be effective, you must select them on the Service Agreement.

1. Create a Service Agreement. For more information, see Add a Service Agreement.

2. On the Agreement Overview tab, select the custom definition under the Service menu.