Payment Type Configurations | Rate History

Payment Type Configurations 

Payment Type Configurations can be setup to automatically enter a Rate History record for a Child based on contracts with the Placing Authority when a Placement record is added.

These configurations enter the Foster Home Rate, Admin Rate, and Respite Rate for a Child's Rate History record. 

SAM can automatically calculate rates one or a combination of the following inputs on the Child's record.

• Time period
• Age
• Placing Authority / Bill To
• Other Category/MAPCY
• DOC Min & Max (number designated by Placing Authority)

Matching data to the configurations must be entered on the Child's record. Examples: Age from Child's Date of Birth, Placement County, LOC (or blank Payment Configuration Type if unknown). ​​​

When no Payment Type Configurations are setup, SAM will not create a Rate History record and these records can be added manually.  

Note: Payment type configurations must be setup the same for all Payment Types used on Rate history.

Setup Payment Calculations for Rate History

This setup establishes your agency's contracted rates provided by the Placing Authority for the care of the child in foster care placements. 

Rate History Records are automatically entered when: 

New placements are entered

SAM will enter a Rate History record when a Placement Record is entered when there is a matching Admin, Home Payment or Respite Payment Type configuration.

SAM is comparing the Child's record and the Payment Type Configuration for DOC, Age, Placement County and/or other Category/MAPCY.

Rate History records automatically entered from Placements will show the Rate Start Date as the Placement Start Date.

You can disable this feature by going to the "Care Payments Misc Settings" and setting the Care Payments - Auto-Enter Rate History record for new Placements field to No.

Child's Age Changes

Every night SAM will check for children who have just turned old enough to be in a different Payment Calculation and enter a new Rate History record for them.

New Rate Start Date

Every night SAM will check for any new Payment Calculation Rate Start Dates, and enter a new Rate History record for all the records it applies. So if new rates takes into effect on Jan 1st, you can enter them any time before that and SAM will know to enter the new Rate History records on the Start Date.

DOC

The Child's DOC should be entered on the Rate History record and the Payment Calculations for Rate History must be setup for the Admin or Home Payments.

Placeholder for List Field, like MAPCY

The "​Placeholder for List Field, like MAPCY" field is meant to be used as part of the calculations criteria in places where there is a small drop-down list field, like A-F, instead of the DOC Number. Rename this field to match your terminology. (If you can't find this field in your system, it was probably renamed already.)​​

Retroactive Changes

Changes to the Payment Rates/Calculations are applied retroactively to all the Rate History records that used them.

For example, if you entered a Daily Rate of $25 for Ages 0-11, and then changed it to a different daily rate or different age range after some Rate History records already calculated from it, then it would update all those Rate History records to the new amount.

You should enter the "Rate End Date" and add new record when the Rates change, so existing Rate History records are not affected.

To Override Payment Calculations

Its possible to disable the automatic Payment Calculations on the Rate History. Go to the Child's Rate History record, click edit and check the box for "Do NOT Auto-Calculate Rates". This will allow you to manually enter the Rates.

To Disable

New Rate History records will not be automatically added if the Child's Latest Rate History record has "Do NOT Auto-Calculate Rates" checked."