Client Information Profiles
Easy to use BillMe2000 screens are user-friendly windows that control six categories:
- Client profiles, including personal, account, payment source and enrollment information
- Client evaluation and documentation of services received
- Therapy profile, allowing for specific therapist billings
- Disability profile for entering specific handicapped or disability program services received
- School profile for billing to a school district
Program / Customer Profiles
- Program and detail-specific categories are included with services billable by grant or other fund source.
- Each program and related billing information (dates, services, billing type) can be user-defined
- One mouse click defines hour or other service units, quantity of services, units of service, value, and more
Billing Source Profiles
- Link critical data on billable services to fund source(s), service type, and dates with comment line included
- Standardize data fields across billing sources for ease of review
- Each billing source can be quickly selected for viewing or printouts.
- Comment field tracks last comment/concern entered by default
- Multiple phone number fields available
- Last billing date automatically shown
Funding Source Features
- Fund billing/tracking screen allows billing to a specific fund to maintain accurate records
- Funder profile includes multiple data fields to for personalization
- Service catalog adds detail by funding source
- Funder application process control helps organize multiple applications over multiple years.
The billable services tracking screen includes easy-to-use drop-down menus for
- Fund billing for services rendered, including dates, services, hours and dollar value
- The charging interface lets users select from multiple lists and recalculates totals automatically
- All integrated seamlessly with the reporting functions for accurate record keeping.
Billable Services and Grant Processing milestone information is tracked along with contact information, and you can:
- Set up a catalog of services billable to a specific program
- Fulfill grant requirements on schedule across all grantors to ensure maximum recurring awards
- Map all agency fee schedules and service dollar values
- Customize most fields for industry language and organizational preferences.
Reporting
BillMe2000 reports includes a selection of pre-designed modules organized into four sub-menus
- Client Billing reports
- Funding Source reports
- Budget Balance Reporting
- Charts and Graphs
There are also multiple "quick screen" reports available.
Administrative controls allow for editing to customize the data categories with
- 10+ editable data tables for specific type changes and field modifications to the standard drop-down lists
- User guides standard with every license, either web-based or on CD-ROM
- Interactive graphic-intensive tutorials
- Easy-to-use help files can be printed for future reference
- Custom training available from UJIMA
- User support provided via the FORUM