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Billing from RiteTrack: Behind the Scenes

Billing from RiteTrack: Behind the Scenes. Presented by Casey Bader. Agenda. What is Billing from RiteTrack? What do you mean “Behind the Scenes”? Accounting Integrations. One of my least favorite questions…. Show me how you do billing in RiteTrack. Contract Billing. Contracts

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Billing from RiteTrack: Behind the Scenes

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  1. Billing from RiteTrack: Behind the Scenes Presented by Casey Bader

  2. Agenda • What is Billing from RiteTrack? • What do you mean “Behind the Scenes”? • Accounting Integrations

  3. One of my least favorite questions… Show me how you do billing in RiteTrack

  4. Contract Billing • Contracts • Deployment Specialist • Project Management • Training • Travel

  5. Contract Billing • Hours Billed against Contracts • Time logs • Tasks

  6. Contract Billing

  7. Budgetary Billing • Department and Program Level Budgets • Client Eligibility • Client Level Budgets

  8. Requisition and Check Request Billing • Requisitions and Claims • Monetary payment for Services • Draw down from • Program Budget • Client Budgets

  9. Third Way Center Billing • Placement night billing • Medicaid billing to State of Colorado • Billing based upon Time • Time = Money

  10. Third Way Center Billing • Per Diem Billing • Nights in a TWC Facility

  11. Third Way Center Billing • Per Service Billing • Time spent providing Services to Clients • Group Counseling • Psychotherapeutic Service

  12. What is Billing for YOU?

  13. “Behind the Scenes” • To accommodate the various billing needs of our customers RiteTrack has a general ledger structure in the underlying data

  14. RiteTrack Accounts • Budgets • Grants • Ability to perform Account Transfers

  15. Services • Line item Services that may be drawn from Accounts • Account = Energy Assistance • Service = Natural Gas • Service = Electricity

  16. Client Services • Application for services • Digital Signature approval • Eligibility schedules • Transactions

  17. Transaction Process

  18. Integration with Accounting Software • Great Plains • Sage MIP • Others

  19. Integration with Accounting Package • RiteTrack • Request for payment • Approval of payment • > Accounting Package

  20. Integration with Accounting Package • Accounting Package • Payment made • Documentation of check or receipt numbers and dates • > RiteTrack

  21. Great Plains

  22. Great Plains

  23. Sage MIP • Mapping complete • Development this month

  24. Integration Considerations • Data Transfer • Database to database • SQL to SQL • Different databases? • Toolkits • Other file formats • Translators • Schedule • Batch • Triggered

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