How To Submit Electronic Billing (Missouri TCM)

How To Submit Electronic Billing (Missouri TCM)

Targeted Case Management (TCM) Billing
  1. Navigate to the Manage Batches and Submit Billing option in the Select Dropdown in the top-right of SETWorks.
  2. On the Configuration tab, navigate to the Manage Batches section and click "add new batch".
  3. Enter the name of the Batch in the Description field and click Insert. I suggest keeping the naming convention consistent as you continue.
  4. Scroll up and set the date range filters and other filters to narrow down the list of Activity Records you would like to submit for billing.
  5. You can check the box in the header to bill for all the filtered records or you can check the box and select records individually.
  6. Once ready, make sure the corrected Batch is selected in the Available Batches section and click "add to batch".
  7. At this point, we recommend running a Billing Report for the Batch to make sure everything looks good. We recommend the Activity Records TCM Billing Excel Report Report.
  8. If there are any issues/errors, go and correct those and then rerun the report to make sure everything is accurate. 
  9. Once ready, navigate back to the Manage Batches and Submit Billing option from the Select Dropdown and go to the Review tab.
  10. You can drill in to view records you would like to bill for but if you already ran a Billing Report then this isn't necessary.
  11. Find your Batch in the "Batches for submission" dropdown and then click "submit batch".
  12. You will receive a few messages letting you know the status of your Batch within a few minutes. 

    • Related Articles

    • Targeted Case Management (TCM) - Missouri

      Case Management Notes Targeted Case Management agencies use the Case Management Note to record activities in SETWorks: To use the Case Management Note: First, select the Department. Filter the Consumer list by Primary and/or Secondary Contact ...

    • MO TCM - Training a New Administrator

      Missouri TCM - How can I train my new TCM Administrator This is a training plan for your new TCM SETWorks Administrator. 1. SETWorks Administration for Beginners (30-60 min webinar) 2. Activity Record Types (15 min article) - Specifically ...

    • Electronic Billing

      How do I Electronically Bill through SETWorks? Administrators, Billing SETWorks offers electronic billing (eBilling) and integration with your funder's systems. This makes billing fast and easy. Simply create a batch, select Billable Activity Records ...

    • How To Submit Electronic Billing and EVV

      How Do I Submit Requests for Reimbursement from a Funding Source Within SETWorks? Administrators, Billing SETWorks supports electronic billing! Please use the following article to supplement the training you received from your SETWorks Implementation ...

    • Configuring the Manage Batches & Submit Billing Page

      How do I Filter Electronic Billing Records on the Manage Batches & Submit Billing Page? How do I Change the Default View? Administrators, Billing Signed Status is a required filter in SET-Works. Show All Records is the default option selected in the ...