Covid Billing Fee Processing

Overview

Updated 02/15/2022

The Covid Billing Fee Processing will provide an automated method to bill a Covid Fee to an active assignment when pay units are entered for a REG transaction type.

Click on the links below for more information:

• Setup Covid Billing options
• 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

Override Video
Configuring Covid Transactions Fee
Customer Covid Billing Configuration
    Regular Covid Billing
    Monthly Covid Billing
Time Entry Billing Video
Time Entry Covid Billing Fee
    Active assignment
Display of Covid Billing Fee on the Invoice

Override Video

Click here to view the Video in a new window

Configuring Covid Transactions Fee

By default a transaction type called “Covid Billing Fee” will exist.  A covid billing fee transaction type is required with the System Name of "CovidFee" for an automated Bill only Covid Fee Transaction Type to create.

• Click here for more information on adding Transaction types

Customer Covid Billing Configuration

Once the Covid Config Option Property (UseCovidBilling) = True, it will now display the Covid Billing configuration under Customer > Billing Setup sub-menu of Back Office Setup

Override System Setup checkbox will default as unchecked. When Override System Setup is disabled, the Covid Billing Fee field will be ignored and the amount will pull from what is set for DefaultCovidBillingAmount in Config Option.  You also can setup a Monthly Covid Billing fee.

When Override System Setup is enabled, the amount entered for the Covid Billing Fee field will be billed instead of the amount set in config option. If Override System Setup is enabled and the value entered is 0, no Covid Billing transaction will be auto inserted for this Customer.

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

• Click here for more information on setting up Covid Billing options

Regular Covid Billing

This will use the default amount set unless the Override System Setup field is checked.

• Click here for information on setting up Covid Billing

Monthly Covid Billing

This will use the default amount set unless the Override System Setup and Bill Monthly fields are checked. 

• Click here for information on setting up Monthly Covid Billing

Time Entry Billing Video

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Time Entry Covid Billing Fee

Once a covid billing fee Transaction Type with a System Name of "CovidFee", has been created, the logic for Covid Billing Fee will be applied.

Active assignment

When Pay units are entered for a Reg transaction item, a Covid Billing Fee item will be added to the transaction for the amount set in config option (or the amount set in Customer > Back Office Setup > Billing Setup when Customer Specific Override is enabled).

If importing web time, the Covid Billing Fee will be added when the Time Entry Batch, if verified (will require clicking Actions > Refresh after the batch is Verified to see the line item added).

Display of Covid Billing Fee on the Invoice

Once an Invoice batch has been processed that contains a covid billing fee Transaction Type, the Covid Billing Fee will display on the Invoice report.

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