Configure Flat RateApplications

If you use flat rate pricing for a group order, you must configure how the flat rate is applied to each program, fee, resource, or other item in the order. Applications are generally configured after the group itinerary is scheduled. This is necessary to ensure that all items and services purchased are accounted for properly. You can apply the flat rate to a single item or split it across multiple items. For example, if a group pays a $500 flat rate for a group visit that includes three different programs, you must determine how that $500 is split and applied to the three programs.

When you select the Rate Scale tab on a reservation record, the Flat rate application summary section displays the rate that the group is being charged and the percentage of that rate that is currently applied. The full flat rate amount must be applied and allocated in order for the group to make payments on the reservation and check in.

In most cases, to successfully configure flat rate applications, you select each program, resource, and fee that is part of the order and edit the corresponding application until 100% of the group rate is applied. Each program or item that is part of the order is displayed in the Flat rate application items grid.

The also grid displays any default programs, resources, or fees that have been configured for the selected rate scale. If the default items are not on the itinerary, they have no bearing on the flat rate applications and you do not enter applications for them.

Tip: If your organization routinely sells the same itinerary to multiple groups, you can configure default applications to save time. These are defaults only and can be changes as needed on each group reservation. For more information, see Configure Default Flat Rate Applications.