Billing Q&A: Reporting on Shared Fee Rate Tables

February 2020    Tags: , , ,

We need to make a change to a Fee Rate Table that is shared with a number of clients. However, we may need to create a new Fee Rate Table if not all clients should be affected by this change. How can we tell which clients are set to use this table?

Fee Rate Tables can be configured on one client but then shared out to many others. Changing the Fee Rate Table on the initial client changes all the Fee Rate Tables that are sharing it, which may not be desired. To see a list of Fee Rate Tables, and to see who is using a Shared Fee Rate Table, we can run the Client Rate Report.

To run the Client Rate Report for Fee Rate Tables

  1. From the Reports menu, point to Client and select Client Rate Report.
  2. On the Options tab, in the Rate Options section, select the Fee Rate Table check box and clear any other check boxes.
  3. Click OK.
  4. Click the Preview button.

From the preview window, click the Search button, enter the Client ID that initially set up the Fee Rate Table into the Find field, and then click Next. Any clients using that Fee Rate Table will display “Shared Fee Rate Table with Client <Client ID>.”

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