ACS - Billing

1. Tel: 310.313.0047 x 110 Cell: 310.918.7162 Fax: 310.313.1187 Email: intouch@autismclinicsoftware.com Website: www.autismclinicsoftware.com Try Autism Clinic Software Free for 30 Days Follow Us On

2. Autism Clinic Software Billing Demo

3. Billing Process 1. 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 necessary You can change time range for each timesheet and make it billable or not 5. Create Invoices You 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

5. Basics

6. Billing Settings - Exclusions You can setup linking exclusions for: • Services • Funding Sources • Consumers • Employees

7. 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

8. 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

9. Billing Menu

11. Timesheet Linking

12. Timesheets Selection

13. Timesheet Linking • On this form you will link timesheets to authorizations

14. Timesheet Linking - Manual • You can link using best match method Use this buttons to link Automatic linking

15. Timesheet Linking - Automatic • You can order ACS to find all matches and link clicking on smart link

17. Set Timesheets Ready to Bill

18. Set Timesheets ready to bill • Make your timesheets ready to create a new billing batch Double click

20. Create a New Batch

21. Create a new Batch Click new

22. Create a new Batch • You can filter by • Funding, Location • Calc. Method • Exclude previous timesheets already invoiced

23. Create a new Batch Double click to open

25. Edit Your Batch

26. Batch Details – edit information Double click to edit

27. Batch Details Command process • Refresh Data. Load data again • Generate Invoices. Create internal invoices • Post to Sage will send the invoices to sage

29. Create Invoices

30. Generate Invoices • Click on button Generate Invoices. Batch will change to Billed

31. Generate Invoices • Click on button Generate Invoices. Batch will change to Billed

33. Post to Sage 300 ERP

34. Post to Sage • Click on button Post to Sage. Batch will change to Posted

35. 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

37. Post to Sage • We use the following company to test on ZNS (database AIMCPC)

38. Post to Sage • Reading Sage Invoice Contract ACS Invoice Degree Billing Date ACS Batch Customized GL Account Location Distribution Code

39. After Sage Posting This is the batch number on Sage

40. After Sage Posting Sage Invoice

42. ACS Billing Forms

43. 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)

44. DDS Report Sample

45. CMS 1500 Sample

46. 837 File Sample

ACS - Billing

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