Therapistmate - Billing Demo
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Transcript of Therapistmate - Billing Demo
![Page 1: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/1.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
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Billing Process1. Timesheets linking This will link all timesheets with authorizations at detail level
2. Set Timesheets ready to bill This will mark all timesheets as ready to bill
3. Create a New Batch This will create a batch between dates from and to, only for those timesheets ready to bill. We copy all Timesheets to billing tables
4. Edit you batch if necessaryYou can change time range for each timesheet and make it billable or not
5. Create InvoicesYou will generate internal invoice numbers, so at this point you cannot edit the information, if you refresh your data, the status will back to Open
6. Post to Sage Will Create invoices on Sage so 1 ACS batch will be 1 Sage Batch
![Page 4: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/4.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 6: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/6.jpg)
Billing Settings - Exclusions
You can setup linking exclusions for:• Services• Funding Sources• Consumers• Employees
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Billing Settings - Sage Distribution codes• On this screen we will setup distribution codes, that way sage will know what will be the revenue account to use
For each client setup the distribution code that sage will use to establish the revenue account number each
time we post
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Batch Status
Status Can be deleted Can refresh data Can Post to Sage
Open Yes Yes No
Billed Yes Yes (Open) Yes
Posted No No No
![Page 10: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/10.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 13: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/13.jpg)
Timesheet Linking• On this form you will link timesheets to authorizations
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Timesheet Linking - Manual• You can link using best match method
Use this buttons to link
Automatic linking
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Timesheet Linking - Automatic• You can order ACS to find all matches and link clicking on smart link
![Page 16: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/16.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 18: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/18.jpg)
Set Timesheets ready to bill• Make your timesheets ready to create a new billing batch
Double click
![Page 19: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/19.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 22: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/22.jpg)
Create a new Batch• You can filter by• Funding, Location• Calc. Method• Exclude previous timesheets already invoiced
![Page 24: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/24.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 27: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/27.jpg)
Batch Details Command process
• Refresh Data. Load data again• Generate Invoices. Create internal invoices• Post to Sage will send the invoices to sage
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Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 30: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/30.jpg)
Generate Invoices• Click on button Generate Invoices. Batch will change to Billed
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Generate Invoices• Click on button Generate Invoices. Batch will change to Billed
![Page 32: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/32.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 34: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/34.jpg)
Post to Sage• Click on button Post to Sage. Batch will change to Posted
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Post to Sage• When creating a sage invoice, we will follow this schema:
• Header• For each combination of Funding Source + Contract (vendor Code) + Employee degree• We will produce a Sage invoice number
• Details• We will insert the following information:
• Billing amount• Distribution code (according what is setup on ACS Customer) view sage settings• GL Account Number
We will change the last 2 digits for the GL account according the distribution code and the location Id if a valid Sage account is found on Sage database if not we will use the default GL account for the distribution code
• Location Id + Location Name
![Page 36: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/36.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 37: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/37.jpg)
Post to Sage• We use the following company to test on ZNS (database AIMCPC)
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Post to Sage• Reading Sage Invoice
Contract
ACS Invoice
Degree
Billing Date
ACS Batch
Customized GL Account LocationDistribution Code
![Page 41: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/41.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On
![Page 43: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/43.jpg)
ACS Billing Forms• ACS can automatically generate the following ABA billing forms:• DDS report
• Following the capture of parents’ signatures on a mobile device, e.g. an iPad, ACS can produce the DDS report showing these signatures
• CMS 1500• 837 EDI
• ACS can produce the 837 EDI file for electronic transmission to the funding source using Electronic Data Interchange (EDI)
![Page 47: Therapistmate - Billing Demo](https://reader036.fdocuments.net/reader036/viewer/2022070509/58a8307b1a28abbe408b6297/html5/thumbnails/47.jpg)
Tel: 310.313.0047 x 110Cell: 310.918.7162Fax: 310.313.1187 Email: [email protected] Website: www.therapistmate.com
Try Therapistmate Software Free for 30 Days
Follow Us On