Client Fees - All Clients

Client Fees - All Clients



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This video contains guidance for users on calculating and managing client fees. The tutorial focuses specifically on Deputyship fees but it should be noted that the fee process can accommodate some appointee fee-charging policies. 
The tutorial covers calculating fees for all clients in a single process rather than calculating fees by case worker - if individual case workers calculate their own fees at your site please refer to the tutorial here

Full written guidance on the fee calculation process is available here and the tutorial covers the following key points:
  1. Calculating Fees
  2. Fees, Exemptions & Errors
  3. Proposed Fees Report & the My Reports output
  4. Amending Fees
  5. Confirming Fees
  6. Confirmed Fee Report 

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