Step 1: set up your payers
Navigate to the Finance tab
Go to Finance → Payer Management.Add All Relevant Payers
Click “Add Payer.”
Include all entities you bill to (e.g., Medicaid, private pay, counties).
This must be done before creating service codes or assigning codes to individuals.
Step 2: create your billing codes
Go to Code Management
Click on Finance → Code Management.Click “Create Billing Code”
Enter the following details:Service Code: e.g.,
T2003Display Name: Friendly name for DSPs (e.g., “Respite Level One”)
Plan of Service: Select the plan associated with this code
State: Choose the correct state
EVV: Skip this unless the code requires EVV (see separate training)
Rounding Rules:
Select the appropriate unit (e.g., quarter hour)
Set rounding threshold (e.g., 8 minutes for Indiana)
Default Rate: e.g.,
$15.50Description: Add details to help admins during billing
Service Modifiers: If applicable, add up to 3 modifiers
Click Save
Repeat for all codes your agency uses.
Step 3: assign codes to individuals
Open Client Profile
Navigate to the individual’s profile.Go to the Budget Section
Click “Add Budget”
Select Code: Choose from the list you just created
Assign Payer: Link to the correct payer (e.g., Medicaid)
Enter Budget Details:
Available annual units
Monthly max rate (if different from default)
Effective start and end dates from the individual’s ISP
For questions or support:
Contact your Customer Success Manager
Or email: [email protected]