Overview:

This section explains the "Import & Export" → "Rate Import" menu on the dashboard. This feature allows you to download a template file (.xlsx format), input daily rates for each rate plan using Excel, and then perform a bulk import to update the rates.

Details:

Downloading the Template File:

Download the template file (.xlsx format) for entering rates. You can download the file for all facilities or select a specific facility for download.

Steps for this process can be found in the following video:

Entering Rates into the Template File:

The downloaded template file will list all rate plans that can have rates set (rate plans linked to other rate plans or with rate tiers enabled are not included). Enter the desired rates for each date next to each rate plan. Dates left blank will not be overwritten.

Steps for this process can be found in the following video:

Importing the Rates:

After entering the rates, upload the file to import the rates. Each import is recorded and can be viewed in history.

Steps for this process can be found in the following video: