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Download caregiver rates (Caregiver Rates)

Each caregiver’s rate with each patient: Report → Other Reports → Caregiver Rates → View Report → disk icon → Excel.

This report brings the rate your office set in your visit system for each caregiver with each patient. Step 1: sign in to your visit system with your user. Step 2: at the top, open “Report” → “Other Reports” → “Caregiver Rates”. Step 3: a window opens: leave “Office(s)” on your office, everything else on “All”, and keep “Only Current Rates” checked. Step 4: tap “View Report”; another window opens with the report. Step 5: tap the disk icon (export) and choose “Excel”. Do not use CSV or XML: they come out without the column names and cannot be read. What each row brings: the caregiver (“Caregiver Name”, “Caregiver Code”), the patient (“Patient Name”, “Admission ID”), the caregiver’s status (“Status”), the hourly rate (“Hourly”), from and until when it applies (“From Date”, “To Date”) and whether that rate is active (“Rate Status”). A row whose “Rate Status” is “Inactive” is a rate that is not active in your visit system. With the connection established, Payroll brings this report by itself and sets the rates with it: you do not need to download it. If you need it as a fallback, upload it in Uploads → “Upload the period”, in the “Rates” slot. Only active rates count, and a rate you set in Leymax is not modified.

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