Maintain the rate card
Keep your rate card current, find services your agents can't offer yet, and clear what's waiting for you.
Purpose
Your rate card is your clinic's list of services and prices. Use this guide to check it regularly: fix what Keel flags, keep prices current and confirm which services show Agents can offer this.
Before you start
only the clinic Owner can change the rate card. Everyone else sees it marked VIEW ONLY.
keep SHOWING on Everyone for clinic-wide upkeep. A doctor's name shows that doctor's view.
Steps
Step 1: Open the rate card
Doon Today, select Rate card.
You'll seeyour services, an ACTIVE column, and the tabs All, Needs your review, Front desk agents
and Off, each with a count.
Step 2: Check what needs you
Doselect Needs your review. If something is broken, this tab reads Needs your attention.
You'll seeeach service with one status line, such as Needs your review or
No price set — agents can't quote it.
Soeach line names the first thing stopping agents. Fix it, then check the line again.
every status and its fix is listed in Why an agent cannot offer a service.
Step 3: Clear waiting read-backs
Doif you see more services are still waiting for the AI to read them back, select Check the next few.
You'll seethe next few services show Writing what the AI understood…, then Needs your review.
Keel also starts this check each time you open the rate card.
if you see Still writing. This can take a few minutes if the AI service was busy., wait,
then select Try again.
Step 4: Update prices
Doselect a service, select Edit service, change Price, then select Save changes.
Soa price change doesn't need a new approval. New bookings made at the desk use the new price.
the rate card shows Free for ₹0 and — for a service with no price.
Step 5: Confirm what agents offer
Doselect Front desk agents.
You'll seeeach service your agents can offer, marked Agents can offer this and who performs it, for
example · both doctors perform it ›.
Sothis list comes from Keel's full check of each service, not just from the services that look complete.
Result
You'll seeNeeds your review shows 0, and every service you offer is under Front desk agents.
You'll seeservices you no longer offer are under Off.
If it doesn't work
- If you see: Couldn’t load your rate cardSelect Try again. Nothing on your rate card has been changed.
- If you see: Nothing in this view.The tab you chose is empty. Select All.
- If you see: A service you stopped offering is still under Front desk agentsSwitch it off (Retire a service)
- If you see: A service shows the wrong doctorsChange who performs it (Choose which clinicians provide a service)
- Working: Needs your review shows 0Done
Limits
agents are offered at most 200 services.
a history of past prices is not available on the rate card.
each clinic has one rate card. Different prices for different doctors are not available.
Checked against the Keel product source and in the live product on 2026-10-09. The Rate card link on Today, the four tabs with their counts, the Active column, row status lines, the Front desk agents list and the View only mark for non-owners were observed. Updating a price, the read-back backlog and the error and empty states were not exercised.