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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

  1. Sign into your Personal Profile

  2. Click Home on the main menu

  3. Click Day Programs on the submenu

  4. Search for the client by typing their name in Type Day Program Name and selecting the name when it comes up

  5. Click Search

  6. Select the client from the table by clicking anywhere in the row

    1. This will open up the Day Program Details page

  7. Click Actions button

  8. Click New Client Service Account from the actions dropdown

  9. Fill out the form wizard

    1. Click the Account Type dropdown and select Transportation from the list

    2. Enter the client's name and then select the client when the name box opens

    3. Select the appropriate Service Code.

    4. Funding Source, Cost Center, and Billing Unit will automatically be filled in.

  10. Leave the remaining fields as is.

  11. Click Save

  12. Click Yes on the confirmation window


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