Autism Clinic SoftwareBilling 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

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

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

Set Timesheets Ready to Bill

Set Timesheets ready to bill

• Make your timesheets ready to create a new billing batch

Double click

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

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

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

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(vendorCode) + Employe 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

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

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

End of Demo