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Create Day Program Transportation Service Accounts

  1. Sign into your Personal Profile
  2. Click Day Programs from the sidebar
  3. Search for the program by typing the name in “Type Day Program Name” and selecting it when it comes up. Click Search
  4. Select the program from the table by clicking anywhere in the row.
  5. Click Actions in the top right corner of the Day Program Details Page
  6. Click Add New Client Service Account
  7. Change Account Type from Day Program to Transportation:
  8. Type in the client’s name and select it when it appears.
  9. Select the appropriate Service Code.
  10. Funding Source, Cost Center, and Billing Unit will automatically be filled in.
  11. Leave the remaining fields as is.
  12. Click Save, then Yes on the confirmation window.
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