Creating Funding Sources

Funding source can be NEMT brokers (examples include: ModivCare, MTM, Access2Care, Veyo, Verida, etc.) or they can be any company who will be paying for the trips (examples include: local hospitals, nursing homes, private pay clients, group locations etc.).  A funding source essentially indicates who will be paying for the trip. 

To create a Funding source:

• Go to ADMIN {TAB}, Billing {TAB}, Funding Sources {TAB}
• <Click> on the "Add New..." button.  A new window will open up. 

• Once the new slide out box opens up, enter in the name of the Funding Source 

• "Mileage charge calculation method" setting is how you are charging for PER MILE for the trips you take associated with that funding source. This setting is either: "Routed" which lets MediRoutes calculate the miles based on BING Maps routing of the addresses for the trip or by "Imported" miles from a Broker/imported Trip File or API. 

• Signature section is for PASSENGER SIGNATURE on Pick up event, or DROP OFF event, or both., based on the check mark. By checking, the Driver Mobile app will prompt the driver to get signature before being able to move on.  
• next set of options are about Driver Signature PER TRIP, so check if you need a DRIVER signature per trip. (not pull out or pull in driver signature option, but per trip) 
• Odometer is for Odometer per trip.

Next button to move to Violation Set section. 

• Set as Default for now, can make changes to these option at a later time. 
• Next button to go to Billing Items (Rates) section.

• Skip for now, will add rates at a later time. 
• Next button to go to Summary, 

• Save button if everything looks correct.