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myEvolv NX*: Where are Those Checkboxes Series
Rate History
– Dani Evans
Remembering where all the important checkboxes are when setting up finance in myEvolv can be overwhelming!
In this 6th and final installment of our “Where are Those Checkboxes Series”, we look at setting up Rate History
Breadcrumbs: Finance Setup > Payer/Contract/Rates Setup > Payer/Contract/Rates Setup > Billing Rates (A/R)
- The highlighted settings are commonly used, however, be sure to review all settings and testing in your development environment to identify other setups that could benefit your agency.
- Don’t forget to hover over the setting options. Netsmart did a great job of adding directions/descriptions to assist you with making decisions on your finance setup. It seems so basic but super easy to ignore.
1st: Search and Select Payer
2nd: Expand desired rate
3rd: Expand Rate Histories > Click Actions > Edit This History Record
Questions? Contact us via email: [email protected]
*KHIT Consulting is not an affiliate of or associated in any way with Netsmart Technologies. Implement customizations at your own risk and test workflows and processes in development before implementing in production. Netsmart does not support system customizations that are not outlined in their own documentation and resources. KHIT Consulting is not responsible for any negative outcomes as the result of your implementation of custom processes.
