If your agency manages multiple funding sources with similar rate schedules — Medicaid plans with near-identical CPT rates, different sub-plans under the same payer, sliding-scale tiers — keeping rates in sync manually gets tedious fast.

Here are two SQL scripts that handle the common cases. Both copy Rate, Allowable, and Extra_codes from a source funding source to other funding sources, leaving everything else untouched.

⚠ Before You Run These
These are UPDATE statements. They modify data. Always back up the _funding_source_rate table before running. If you’re not comfortable with that, give us a call — we’ll review your specific case and run them with you.

Copy rates from one funding source to all others

Replace 202 with the ID of the funding source you want to use as the source of truth. This will overwrite rates on every other funding source.

UPDATE _funding_source_rate AS dest,
(SELECT Rate, Allowable, Extra_codes FROM _funding_source_rate WHERE Funding_Source = 202 LIMIT 1) AS src
SET
  dest.Rate = src.Rate,
  dest.Allowable = src.Allowable,
  dest.Extra_codes = src.Extra_codes
WHERE
  dest.Funding_Source <> 202;

Copy rates to a specific set of funding sources

More targeted. Same logic, but only updates the funding sources you specify in the IN clause.

UPDATE _funding_source_rate AS dest,
(SELECT Rate, Allowable, Extra_codes FROM _funding_source_rate WHERE Funding_Source = 202 LIMIT 1) AS src
SET
  dest.Rate = src.Rate,
  dest.Allowable = src.Allowable,
  dest.Extra_codes = src.Extra_codes
WHERE
  dest.Funding_Source IN (203, 204, 206);

Finding your funding source IDs

Not sure which IDs to use? Run this first to get the full list with names:

SELECT id, Name FROM `_funding_source`;

If you’d like help running these — or have a more complex rate-sync scenario like tiered rates or partial code overlap — reach out. Most of these requests take 5–10 minutes to run with us on a screen-share.