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Description: In this topic you , the user will learn how to create and update service codes to allow reimbursements. Reimbursements are a function that allowsllow approved employees and client profiles the ability clients and employers to submit payments made for reimbursement, per a client’s authorization. Reimbursements can only be created for dollar-based hourly service codes that allow them.
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Permission Required: Funding Source Admin
FI Mode Only
Create a New Service Code to Allow Reimbursements
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Log in
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to the DCI web portal
Select Settings from the main menu
Select Funding Sources from the
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submenu
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Click Actions
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Select
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Add New Service Code from the
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drop-down menu
Complete the form wizard
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. See the article Service Code - Create, View, Edit, or Deactivate for details.
- In the Allow Reimbursements field, select Yes.
Please note:
- In the Allow Reimbursements field, select Yes.
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The account type must be hourly, and the funding type must be dollars
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for the Allow Reimbursements field to be a visible option.
Click Save
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and Yes
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to confirm
Update an Existing Service Code to Allow Reimbursements
Log in
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to the DCI web portal
Select Settings from the main menu
Select Funding Sources from the submenu
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Enter the funding source
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name in the filter and click Search
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Click anywhere in the
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funding source row to open the details page
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Scroll down the page and select the Service Codes tab
Click anywhere in the
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Click Actions button
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Click Edit Service Code from the actions dropdown
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Change radio button for Allow Reimbursements to Yes
Please note: Account type must be hourly and funding type must be dollars for allow reimbursements to be shown as an option
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Click Save
row of the service code to be edited
Click Actions
Select Edit Service Code from the drop-down menu
In the Allow Reimbursements field, select Yes.
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.
Click Save and Yes to confirm
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