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Description: In this topic you will learn how to create Client Day Program Transportation service accounts.
Role Required: Superuser/Supervisor
Permission Required: N/A
Create Client Day Program Transportation Service Accounts
Sign into your Personal Profile
Click Home on the main menu
Click Day Programs
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on the
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submenu
Search for the
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client by typing
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their name in
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Type Day Program
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Name and selecting
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the name when it comes up
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Click Search
Select the
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client from the table by clicking anywhere in the row
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This will open up the Day Program Details
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page
Click Actions button
Click New Client Service Account from the actions dropdown
Fill out the form wizard
Click the Account Type dropdown and select Transportation from the list
Enter the client's name and then select the client when the name box opens
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Select the appropriate Service Code.
Funding Source, Cost Center, and Billing Unit will automatically be filled in.
Leave the remaining fields as is.
Click Save
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Click Yes on the confirmation window
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