This article explains how to add and edit a Rate Scheme in Unity® Practice Management. 

General Information 

This maintenance option allows you to:  

• Add new rate schemes
• Edit existing rate schemes

How to Access This Option 

1. Open the Accounts program
2. Click the Maintenance icon

3. Double-click the Rate Scheme option

   

How to Add a Rate Scheme 

1. Click Insert
2. Enter a Description
3. Select the date on which the new scheme comes into effect
4. Tick the Private checkbox if the new scheme relates to private rather than legal aid rates

5. Click Save

   

How to Edit a Rate Scheme 

1. A list of existing rate schemes will display in the lower section of the window. Click the required record to select it, and that record will turn blue
2. The information for the selected record will display in the upper section of the window. Any field can be edited. Simply re-enter the new information
3. Click Save

How to Delete a Rate Scheme 

You cannot delete a Rate Scheme from the system, as this could cause data corruption. Contact the Quill technical support department for assistance