Description: In this topic, the user will learn how to create and update service codes to allow reimbursements. Reimbursements allow approved clients and employers to submit payments for reimbursement, per a client’s authorization. Reimbursements can only be created for dollar-based hourly service codes that allow them.

Role Required: Super User

Permission Required: Funding Source Admin

FI Mode Only

Create a New Service Code to Allow Reimbursements

  1. Log in to the DCI web portal

  2. Select Settings from the main menu

  3. Select Funding Sources from the submenu

  4. Click Actions

  5. Select Add New Service Code from the drop-down menu

  6. Complete the form wizard. See the article Service Code - Create, View, Edit, or Deactivate for details.

    1. In the Allow Reimbursements field, select Yes.

      1. Please note: The account type must be hourly, and the funding type must be dollars for the Allow Reimbursements field to be a visible option.

  7. Click Save and Yes to confirm

Update an Existing Service Code to Allow Reimbursements

  1. Log in to the DCI web portal

  2. Select Settings from the main menu

  3. Select Funding Sources from the submenu

  4. Enter the funding source name in the filter and click Search

  5. Click anywhere in the funding source row to open the details page

  6. Scroll down the page and select the Service Codes tab

  7. Click anywhere in the row of the service code to be edited

  8. Click Actions

  9. Select Edit Service Code from the drop-down menu

    1. In the Allow Reimbursements field, select Yes.

      1. Please note: The account type must be hourly, and the funding type must be dollars for the Allow Reimbursements field to be a visible option.

  10. Click Save and Yes to confirm