Rate Builder

Rate Builder

Rate Builder


When scheduling a caregiver that is enrolled in Aaniie payments you have the ability to bill a shift the way you choose to have it paid by the client. Those options include; payment splitting, payment processing times that include; time of booking, shift completion, and on the invoice. 

NOTE: To enable the Rate Builder contact support by emailing support@aaniie.com. 


How to set up your Rate Builder options


Use the Rate Builder screen to configure and manage payment rates for services. Follow the steps and notes below to ensure accurate setup.

1. Basic Information

Name (Required) – Enter a descriptive name for the rate (e.g., “Standard Hourly Rate”).
Base Client Amount (Required) – Input the base amount billed to the client. (Tip: Hover over the ⓘ icon for additional details about this field.)
Fee Basis (Required) – Select either:
  - Flat – A single set amount.
  - Hourly – Based on hours worked.
Deactivate – Check this box to deactivate the rate when it’s no longer in use.

2. Payment Splitting

Enable Payment Splitting (Required) – Choose:
  - Yes – Enables splitting between caregiver and agency.
  - No – Disables splitting (entire amount goes to one entity).
Split Type (Required) – Choose how to split:
  - $ – Fixed dollar amount.
  - % – Percentage-based split. (Tip: Hover over the ⓘ icon for an explanation of each option.)

3. Payment Details

Caregiver Amount (Required) – Amount or percentage assigned to the caregiver. (Hover over ⓘ for field guidance.)
Agency Amount – Amount or percentage retained by the agency. (Hover over ⓘ for calculation tips.)
Sub-Service(s) – Optional field to associate the rate with specific sub-services.

4. Overtime Options

Select how overtime pay should be applied:
Caregiver and Agency – Applies overtime to both.
Caregiver Only – Applies overtime to caregiver pay only.
None – No overtime applied.

5. Payment Processing Timing

Choose when payments are processed:
Invoice – At the time of invoicing.
Time of Booking – When the service is scheduled.
Shift Completion – After the shift ends.

6. Caregiver Direct Pay

Define how caregiver payments are handled:
None – No direct pay configuration.
System – Payment processed automatically by the system.
External – Payment managed through an external platform. (Hover over ⓘ for explanations of each option.)

7. Final Steps

Click to save and apply your new rate settings.

NOTE: Review all required fields (marked with *) before saving to avoid errors.
Note: Hover over the ⓘ icons throughout the page for more detailed descriptions and helpful tooltips.


How to incorporate a Rate Builder created to a shift 


1. Simply add that rate builder when creating a shift via Quick Shifts or Create Shifts. That shift will then model those choices selected in the rate builder setup. 



How to pay the caregiver their potion sooner than selected processing time

1. Navigate to the Payer Invoicing section Menu>Accounting>Payer Invoicing 

2. Once the invoice has been generated select the money bill icon under the client’s name to pull up shifts you can pay/or cancel upcoming payments. 


3. There you can see various Direct Billed Items options. 

Click the box to select the shift if you choose to pay for the shift earlier than scheduled processing time. Then select the credit card icon to pay the caregiver. 

If you hover over payments with the “t” symbol that shows those payments are set up to be paid at the processing time if selected from the site settings. You have the ability to cancel the payment by clicking the circle with the square found in the actions. 

The “*” symbol to the right of the payment amount signifies that this payment needs to be paid Externally and not using Aaniie payments. This is found when you created the rate builder chosen for this shift External was selected for the Caregiver Direct Pay option. 

The stop sign icon allows you to stop a direct billed item from being paid that is scheduled to be paid. 


Receipts and Invoicing
​
If you are paying at the time of invoicing you can see in the receipts what has been paid and if this was to the caregiver or the agency. 



Additional Site Setting options:


Processing Period - When using a Rate builder setup that includes the caregiver/client being paid or charged at the shift completion. This is a time you can select that those shifts are paid during the day at the same time. NOTE: see tool tip for all options. 


Processing Period Freeze Window - Amount of time you can select to have payments processed the next day to give you time to adjust punchcards if necessary. NOTE: see tool tip for complete definition. 






    • Related Articles

    • Locking/ Unlocking Shifts

      The ability to lock shifts on the Scheduling Dashboard can help avoid visits from being adjusted while billing and payroll is being processed. To Lock Shifts: Navigate to the scheduling dashboard Menu > Scheduling > Scheduling Dashboard. Click the ...

    • Custom Matching Criteria

      Want to add custom matching criteria to your Aaniie Kids system to further your matching of caregivers to clients? Follow the steps below: 1. Using the Menu dropdown, click on Clients > Custom Matching Criteria. 2. Once you are in the Custom Matching ...

    • Utility Drawer: Reassigning a Caregiver in Bulk

      Reassigning a Caregiver to scheduled shifts can be done in bulk in the Scheduling Dashboard’s Bulk Actions. Bulk Actions Navigate to the Utility Drawer in the Scheduling Dashboard and select Bulk Actions. In the Select action field, choose Reassign ...

    • Adding Convenience Fees and Surcharges

      When using Aaniie Payments with credit card payments you do have the ability to have a automatic Convenience Fee or Surcharge added to the invoice. In this option you can charge your client a percentage of their bill or a fixed dollar amount when ...