After the Billing RuleSet has been created in the Configuration Reference Libraries, it must be assigned to a program.
Assigning Billing RuleSets to Programs
- In the Edit mode of the Program, access the Program Operations tab
- Choose the Default Billing RuleSet from the dropdown list
- Save your change
The Billing RuleSet is now associated with the program.
Creating a Staff Action Plan
When you create a Staff Action Plan for a client...
- Click on the '+' in the Staff Action Plans tab, and confirm you are adding a new Staff Action Plan
Assigning a Billing RuleSet to the Staff Action Plan
- Select the program the client is associated with, for which you are creating the Staff Action Plan
Since a Billing RuleSet has been associated with the program, that program selection will associate the Billing RuleSet with the Staff Action Plan.