Therapistmate - Billing Demo

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Therapistmate Software

Billing Demo


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




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Basics


Billing Settings - Exclusions

You can setup linking exclusions for:• Services• Funding Sources• Consumers• Employees


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


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


Billing Menu




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Timesheet Linking


Timesheets Selection


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


Timesheet Linking - Manual• You can link using best match method

Use this buttons to link

Automatic linking


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




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Set Timesheets Ready to Bill


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

Double click




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Create a New Batch


Create a new Batch

Click new


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


Create a new Batch

Double click to open




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Edit Your Batch


Batch Details – edit information

Double click to edit


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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Create Invoices


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


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




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Post to Sage 300 ERP


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


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)


Post to Sage• Reading Sage Invoice

Contract

ACS Invoice

Degree

Billing Date

ACS Batch

Customized GL Account LocationDistribution Code


After Sage Posting

This is the batch number on Sage


After Sage Posting

Sage Invoice




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ACS Billing Forms


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)


DDS Report Sample


CMS 1500 Sample


837 File Sample




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