In this article we will cover:
- How to generate transportation billing
- How to edit transportation billing
In the previous article we detailed how to create Transportation Vehicles, Drivers, Locations, and setting up and completing Routes. This article will go over how to generate billing based on those completed routes.
How to generate Transportation Billing
Before we look at the Billing screen, let us look at the Transportation screen to see what data has been populated:
If we look at the key at the bottom, we see that we have 2 Green routes. These routes have been confirmed to have been completed and thus will generate billing. We have 4 clients on this route:
We can now go to the Billing screen and expect to see billing generated for these two completed days for these four individuals:
If we look closely at the screenshot above we see that Boo Boo Bear does not have any billing being generated. In order for billing to be generated, clients need three things in their demographic data:
- Waiver Funding Source
- Active Medicaid Number
- Home Address
If any of those are missing billing will not be generated for an individual. Let us take a look at Boo Boo Bear's demographic information from the Client screen:
We can see that Boo Boo Bear is missing a Medicaid Number. Let us go ahead and add his Medicaid Number to his file and head back to the Billing screen:
As we see now, Boo Boo Bear's billing data has been generated. From here we can click on the down arrow next to Apply Filters and select Create Invoice:
This will create your billing file you can then upload to the State:
How to edit Transportation Billing
Now what happens if a correction comes in after an invoice has already been generated? Let us take a look. In this example we are going to find out that on the 22nd, Boo Boo Bear got sick and was picked up by a guardian and did not take his transportation home. When we need to make changes to the data, we make them at the source, i.e. in the Transportation module:
Now if we go back to the Billing screen we will see that the system found a change and will issue a warning that something needs to be rebilled:
From here you will create a new invoice and generate a new billing text file.