Service Types

Three (3) Service Types will need to be entered (Billing>Maintenance>Service Type)

1^st Service Type will be the “Base” Service Type.  This Service Type will be used to write the progress note.

• Enter all information as normal
• On the Progress Note Tab Set the Field Show Transportation Button to Yes – This will be the Service Type that is selected when staff write their progress notes

2^nd Service Type will track the number of Trips

• Enter all information as normal
• Do Not set the “Show Transportation Button” to Yes

3^rd Service Type will track the Mileage

• Enter all information as normal
• Do Not set the “ Show Transportation Button” to Yes

Billing Matrix

Three (3) Billing Matrix will need to be set up (Billing>Maintenance>Billing Matrix)

1^st Billing Matrix will be the “Base” Service Type

• Set this Billing Matrix up as a “DropLine” as the Procedure Code – this will not be billed

2^nd Billing Matrix set up as the Trip Service Type with the Trips Procedure Code

3^rd Billing Matrix set up as the Mileage Service Type with the Mile Procedure Code

Workflow

• Select Client
• New Progress Note
• Enter Date of Service
• Select Status i.e. Show
• Enter the session time Start and Stop – The time the client was in the vehicle
• Type of Service enter the “Base” service type that was created – on the Right-hand side the Transportation Mileage Button will appear
•  Units enter as 1

TIP:  This “Base” service is set up to drop during billing so the units here will not matter 

• Click on the “TransportationMileage” Button
  • The Transportation / Mileage window will pop up
  • Type Of Service field enter the “Trip” Service Type
  • Number of Trips field enter the number of stops that was entered – The number of trips entered in this field will determine the section in the Mileage below that are enabled.
• Under the Mileage section, the Type of Service that will be selected will be the Mile Service Type
  • Start Time and Stop Time will be the time of the mileage.
  • Enter the number of miles driven during the Start Time and Stop Time
  • When completed click Save – This will return to the “Base” note

User will complete “Base” Progress Note as applicable/appropriate

• Completing the note will create the following:
  • 1 Note will for the “Base” Note
  • 1 Note for the “Trip” entry
  • 1 Notes for each of the mileage entries – The number of mileage notes created will be based on how many trips the client took
• If the user Signs the “Base” Progress Note, all sub Notes will be signed
• If the user does not Sign the “Base” Progress Note” all sub Notes will be created but not signed.