Therapistmate - Billing Demo

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Tel: 310.313.0047 x110 Cell: 310.918.7162 Fax: 310.313.1187 Email: intouch@therapistmate.com Website: www.therapistmate.com Try Therapistmate Software Free for 30 Days Follow Us On

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Therapistmate Software Billing Demo

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Billing Process 1. Timesheetslinking 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

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Basics

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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 Canbe deleted Can refresh data Can Post to Sage Open Yes Yes No Billed Yes Yes (Open) Yes Posted No No No

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Billing Menu

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Timesheet Linking

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Timesheets Selection

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Timesheet Linking • Onthis 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

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Set Timesheets Ready toBill

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

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Create a NewBatch

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Create a newBatch Click new

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

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Create a newBatch Double click to open

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Edit Your Batch

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Batch Details –edit information Double click to edit

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

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Create Invoices

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Generate Invoices • Clickon button Generate Invoices. Batch will change to Billed

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Generate Invoices • Clickon button Generate Invoices. Batch will change to Billed

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Post to Sage300 ERP

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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

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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 Location Distribution Code

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After Sage Posting Thisis the batch number on Sage

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After Sage Posting SageInvoice

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ACS Billing Forms

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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)

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DDS Report Sample

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CMS 1500 Sample

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837 File Sample

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Therapistmate - Billing Demo

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