Description: In this topic you will learn how to create and update service codes to allow reimbursements. Reimbursements are a function that allows approved employees and client profiles the ability 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.
Role Required: Super User
Permission Required: Funding Source Admin
FI Mode Only
Create a New Service Code to Allow Reimbursements:
Log in with appropriate profile
Select Settings from the main menu
Select Funding Sources from the sub menu
Select Actions button
Select the Add New Service Code from the actions dropdown
Complete the form wizard
Select Yes for the radio button for Allow Reimbursements
Please note: Account type must be hourly and funding type must be dollars for allow reimbursements to be shown as an option
Click Save
Click Yes in the confirmation alert window.
Update Existing Service Code to Allow Reimbursements
Log in with appropriate profile
Select Settings from the main menu
Select Funding Sources from the submenu
Use filters to search for funding source and select the Search button
Click anywhere in the Funding Source row to open details page
Use filters under the Service Codes tab to search for desired service code
Click anywhere in the Service Code row to open details page
Click Actions button
Click Edit Service Code from the actions dropdown
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
Click Save
Click Yes in the confirmation alert window
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