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Description: In this topic you will learn how to create Client Day Program Transportation service accounts, the user will learn about the transportation account type. The transportation account type is associated with a service code, authorization, and client, and is only used for day programs. Each entry is a single unit - not time or mileage based. The entry is created at the same time the clients are checked into the day program. The purpose is to record driving the clients to or from the day program. The funding source pays the program by unit, based on transportation provided to or from the day program.
*Please note: Entries for the account type transportation must be entered by a day program employee and cannot be entered by the client via the kiosk mode for the day program.
Role Required: Superuser Super User/Supervisor
Permission Required: N/A
Create Client Day Program Transportation Service
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Sign into your Personal Profile
Account
Log in to personal profile
Select Home from
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the main menu
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Select Day Programs
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from the submenu
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Search for the client by typing their name in Type Day Program Name and selecting the name when it comes up
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Click Search
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Select the client from the table by clicking anywhere in the row
This will open up the Day Program Details page
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Click Actions button
Use the filters to locate the day program and click Search
Click anywhere in the day program row to view details
Click Actions
Select
New Client Service Account from the
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drop-down menu
Complete the Add New Client Service Account form wizard
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Account Type
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Enter the client's name and then select the client when the name box opens
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Select the appropriate Service Code.
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Funding Source, Cost Center, and Billing Unit will automatically be filled in.
: Select Transportation from the drop-down
Client: Type and select the client name from the drop-down
Service Code: Transportation Program
Funding Source: The funding source will auto-populate
Additional fields as needed
Click Save and Yes to confirm
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Leave the remaining fields as is.
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Click Save
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