Now you can create one billable item that covers all of your staff. Tiered pricing? No worries, each team can have their own price. Different professions? We can handle that too, you can have different item codes for your EPs and Physios taking the same group exercise class. Only some of your staff bulk bill Medicare? We can track that too.
You can charge different billing rates and use different item codes for the same service based on who delivers it or if the appointment is linked to a specific type of treatment plan.
It ensures accurate pricing and saves time by applying the correct rate automatically when invoicing.
To create a billing item head to Settings, then go to Finances and click on Billable Items.
Once you’re there, click the Create New button.
The first part of the billable item is the default price and billing item. If the team member or treatment plan price or item code if is left blank it will default to this.
TIP The tax status you use in the default will also carry through to the rest of the billing item. So if you have different team member professions that require different tax status then you will have to create different billable items.
The team member section allows you to set different prices and item codes for each team member. If you leave this blank, the team member will automatically be assigned the default price.
Next you can set prices and item codes based on the treatment plan type. For example you can set different rates for Medicare, DVA, NDIS, Workers Compensation or Other. These prices will be used for any invoice linked to an appointment that is also linked to a treatment plan. If there is no treatment plan price for a specific practitioner, Pogozo will allocate the team member price. If there is no team member price, Pogozo will allocate the default price.
Finally you can decide which, if any concession discounts are applicable for the billable item, how much the discount is and which team members will honour the concession discount for client's who have an active concession.
TIP The concession discount is only applied to the team member price and the default price. It will not be applied to the treatment plan rate as these prices are often set by third parties.
Once you’ve added all your prices and item codes, scroll to the very bottom and click create new billable Item to save your changes.
Now, each time you create an invoice Pogozo will automatically apply the correct price and item code