How do I select a Billing RuleSet for a Staff Action Plan

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.