Managing Proposed Client Rates
- Anastasia Medovkina
A service provider can offer proposed rates for each trade serviced. You can use this information, in combination with the quality of services offered by the provider, to help determine the provider’s ranking. By doing so, you can identify a reliable pool of service providers per trade. This helps you assign work orders to the best available service providers.
Within each provider’s profile, you can manage the proposed rates.
Please, contact your ServiceChannel representative should you need to change the decimal point (.) to decimal comma (,) on non-monetary amounts, such as:
- Hours and Duration
- Quantity Amounts
- Weight.
Approving Proposed Rates
Once providers have submitted their service rates, you can approve them partially.
- In the desired service provider’s profile, click the Clients tab at the top of the page.
- Click Client Rates in the left navigation panel.
On the open page, you can see the Current rate card or a New Proposed rate card from the provider with the Not Reviewed status. You can approve ONLY Not Reviewed cards.
- Expand the Trades to accept Rates at the Country, State, and County levels. You can now review rates on a line-item basis.
You can also compare the proposed rates with the old rates. To compare the rates, click the Compare button.
- To approve the rates, click Accept.
You can use the Checkboxes to select certain states or counties that you would like to approve or reject. Additionally, you can multi-select several states or counties at the same time and approve only those selected.
Once you have started to accept or reject rates, you can see your current Progress at the top of the trade section.
While scrolling through the line items to the County level, you will see a blue checkmark for the approved rates.
At any point BEFORE submitting the rates to the provider, you can change your previous selection.
Click the Yes button to submit the card.
Unless the entire trade was accepted, the trade will show as REJECTED.
The rate card status now becomes Approved.
The provider gets an email and a message in their Provider Automation account informing them that the rates they submitted were approved.
Rejecting Proposed Rates
Once providers have submitted their service rates, you can reject them partially.
- In the desired service provider’s profile, click the Clients tab at the top of the page.
- Click Client Rates in the left navigation panel.
On the open page, you can see the Current rate card or a New Proposed rate card from the provider with the Not Reviewed status. You can reject ONLY Not Reviewed cards.
3. Expand the Trades section to reject the Rates at the Country, State, and County levels.
You can now review rates on a line-item basis.You can also compare the proposed rates with the old rates. To compare the rates, click the Compare button.
4. To reject the rates, click Reject.
You can use the Checkboxes to select certain states or counties that you would like to reject. Additionally, you can select several states or counties at the same time and approve/reject only those selected.
Once you have started to reject rates, you can see your current Progress at the top of the trade.
5. Specify the reason for rejecting the rate, and click Reject.
Once all Rates for that Trade have been accepted or rejected, the status will show in both the Progress bar and the top-right corner.Unless all the rates in the trade section were accepted, the trade will be shown as Rejected.
While scrolling through the line items to the County level, you will see a red checkmark for the rejected rates.
At any point BEFORE submitting the rates to the provider, you can change your previous selection.
Once you have either rejected all or have done a mix of acceptances and rejections, a prompt will ask if you would like to submit the rejections back to the provider.
6. Click the Yes button if you are ready to submit the card.
The rate card status becomes Rejected. The provider gets an email and a message in their Provider Automation account informing them whether their submitted rates were approved or rejected.
