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Creating Funding Sources

This article discusses how to create a funding source and the various selection options that exist

A Funding Source identifies who pays for a trip in MediRoutes.

Funding sources can include:

  • NEMT brokers (for example: ModivCare, MTM, Access2Care, Veyo, Verida)

  • Organizations or facilities (local hospitals, nursing homes, group homes)

  • Private pay clients

Each trip in MediRoutes is associated with a funding source so the system knows how trips are billed and reimbursed.

 

How to Create a Funding Source

Step 1: Navigate to Funding Sources

  1. Go to Admin

  2. Select the Billing tab

  3. Click Funding Sources

  4. Click Add New…

A new slide-out window will open.


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Step 2: Enter Funding Source Details

  • Funding Source Name
    Enter the name of the broker, facility, or payer.



NOTE: Funding Source Name must be unique and not already used in your system, active or inactive. 

name fs

Step 3: Configure Mileage Charge Calculation

The Mileage Charge Calculation Method determines how per-mile charges are calculated for trips under this funding source.

Choose one of the following:


    • Routed – MediRoutes calculates mileage automatically using Bing Maps routing.

    • Imported – Mileage is pulled in from a broker file, trip import, or API.

Step 4: Signature Requirements

Passenger Signature

Use this section to require a passenger signature at:

  • Pickup

  • Drop-off

  • Both pickup and drop-off

When enabled, the Driver Mobile App will require a signature before the driver can continue.

Driver Signature (Per Trip)

Enable this option if a driver signature is required for each trip.

Note: This applies to the entire trip, not pull-out or pull-in signatures.


Step 5: Odometer Settings

Enable Odometer per Trip if drivers are required to record odometer readings for each trip.



Step 6: Violation Set

Click Next to move to the Violation Set section.

  • Select Set as Default for now
    (These settings can be updated later if needed.)



violation set fs

Step 7: Billing Items (Rates)

Click Next to move to Billing Items (Rates).

  • You may skip this step for now and add billing items and rates later.

Step 8: Review and Save

  1. Click Next to review the Summary

  2. Confirm all settings are correct

  3. Click Save

Your funding source is now created.


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