MTM billing reports set up
MTM API will utilize LINK (MTM SYSTEM for billing). In the event that the LINK system cannot collect the trip information from MediRoutes, MTM has a backup process to upload trip information from a few MediRoutes Files. These formats are based on the ones MTM has previously used, so it is important to ensure that these formats are compatible with the new MTM system.
There will be two types of reports: one in the form of trip Sheets PDF format and the other as a Datagrid custom export. We will begin with the PDF Trip sheets format.
Trip Sheets Custom Format Page Set Up:
To assist with setting up the trip sheet format for MTM, we have provided a helpful guide on how to create a custom format. You can access the guide by following this link.
Custom Trip Sheet Page Set up Help Article Link
Here is a screenshot of the trip sheet format that MTM prefers to use. It includes the field values and header names. Below, you will find the footer value that you can easily copy and paste.
**NOTES** T or F Leg indicates the To or From leg for the trip. Example: Picking the recipient up at the residence and transporting to the doctor's office would be considered one leg (To); picking the recipient up at the doctor's office and transporting back to the residence would be considered the second leg of the trip (From). Each leg of the transport must be documented on separate lines. A signature is required for each leg of the transport. If the Member is unable to sign the Trip Log, please have the Facility Staff or Aid sign on behalf of the Member. AM/PM is indicated for the time of the Scheduled Pickup. No shows will be indicated with NS in the Drop-Off Time.
Step 2: Run Report
Now that you have the format set, make sure to choose that format to run the report.
- Go to Reports, Trips Sheets, Custom, Print Preview.
- Put in Dates and any other filters you want, like MTM Funding Source.
- After running report, click Printer icon to save as a PDF, or Print to PDF, based on your PC setting.,
Step 3: EXCEL Datagrid Export for MTM
- While still on the the report tab, choose the Datagrid tab, and in the Far Right Corner you will see a MTM logo. Click on Logo and save Excel Spreadsheet (CSV) to your PC.
- This will be the 2nd file format you will need to upload to MTM.
- Save to PC, adn take the 2 x report files, and Follow MTM instruction/process on where to upload, and billing process on MTM Web Portal.