Setup Covid Billing options and Defaults

Overview

Updated 02/15/2022

We added the availability of an automated method to create a flat amount for the Covid Billing Fee. 

By default, the Covid Fee will apply each accounting period. UseCovidMonthly Billing allows the option to have the Covid Fee apply only once a month.

• Click on the links below for more information:

  • Covid Billing Fee processing
  • Covid Vaccination DRM
  • Adding Certifications from Admin Tools
  • Adding Certifications to Customers
  • Adding Certifications to Employees
  • Employee Certification AQ
  • Employee missing Certification Report
    
  • Config option for DefaultCovidBillingAmount
  • Config option for UseCovidBilling
  • Config option for UseMonthlyCovidBilling
  • List of additional DRMs

Video
Turn on Config Option
    DefaultCovidBillingAmount
    UseCovidBilling
    UseMonthlyCovidBilling
Example once activated

Video

Click here to view the Video in a new window

Turn on Config Option

Once this is configured, upon entering time for any active assignment, the system will create the CovidFee billing transaction automatically. It will default to a value of 1 in the Bill Unit field and pull in the Covid Fee Amount that the customer has configured. 

1. Click on the Admin Tools button
   
   
   
   
2. Click on Config Option
   
   

DefaultCovidBillingAmount

• Click here for information on the DefaultCovidBillingAmount Config Option
  

UseCovidBilling

Click here for information on the UseCovidBilling Config Option

• Click here for information on activating the UseCovidBilling Config Option

UseMonthlyCovidBilling

This setting allows users to apply the COVID Billing fee once a month as opposed to the default (per accounting period).

On the customer level, the Covid Billing Fee value is defaulted to $0 and is not editable, as it will pull from the amount setup for the config option “DefaultCovidBillingAmount. This Covid Billing Fee can be overwritten on a customer level by selecting the Override System Setup checkbox. The Covid Billing Fee value box will then become editable, and a Covid Billing Fee value can be entered.

Example once activated

When ‘Override System Setup’ is enabled, the amount entered in this field will be billed instead of the amount set in the config option. When ‘Override System Setup’ is disabled this field will be ignored and the amount will pull from what is set for ‘DefaultCovidBillingAmount’ in the config option. If ‘Override System Setup’ is enabled and the value entered is 0, no transaction will be auto inserted for this Customer.

1. Go to a Customer record
2. Click on BackOffice Setup
3. Select Billing Setup
   1. See the Covid Billing section (on the right)
      1. Override System Setup – If checkbox is selected, the Covid Billing Fee is editable to configure and override the Covid Fee value to auto-create in time entry.

      2. Covid Billing Fee – Not editable unless Override System Setup is checked
         Note: If you don't see this option after activating, then restart the application.

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