SAM can automatically calculate Rates for a Child's care based on one or a combination of the following inputs on the Child's record.
- Placement Authority / Bill To
- Other Category/MAPCY
SAM will enter these rates into the Child's Rate History. Rate History can found on the Child Accounting Details form.
Auto-Entered Rate History Records 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.
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.)
To Setup the Payment Calculations for Rate History
- Care Payments Hub
- Payment Types Configuration
- Click on the Details link for the Payment Type option you want to modify
Payment type configurations must be setup the same for all Payment Types used on Rate history.
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.
New Rate History records will not be automatically added if the Child's Latest Rate History record has "Do NOT Auto-Calculate Rates" checked."