Agency Cost

PATH:
Dashboard
>
ROLE PRIVILEGES NEEDED: <udl-white>AGENCY COST<udl-white>

ADD AGENCY COST | EDIT AGENCY COST | DELETE AGENCY COST

Agency costs are used to compare budgeted revenue and direct costs to your actual results. They also give you service discipline information for the financial and PPS charges. To set up agency costs in Careficient go to Dashboard > Agency Costs.

ADD AGENCY COST <returntomenu>menu ↑<returntomenu>

Select select the <icon-greenplussign>xxx<icon-greenplussign><udl-orange>Add Agency Cost<udl-orange> link.

Select the agency related to the cost and the service you want to assess. Enter a PPS cost value and a start and end date. Select <btn>    Save/Add More    <btn>  or <btn>    Save/Close    <btn>

EDIT AGENCY COST <returntomenu>menu ↑<returntomenu>

Select the Edit Pencil <icon-editpencil>xxx<icon-editpencil> to edit the Agency Cost

Make the necessary changes and select <btnw>   Save   <btnw> when finished.

DELETE AGENCY COST <returntomenu>menu ↑<returntomenu>

Select the Trash Can <icon-trashcan>xxx<icon-trashcan> icon to delete the Agency Cost. You will be asked if you are sure you want to delete.  Select "OK" to confirm.

Interactive Tutorial