Mileage - Billable Group Activity Records

Mileage - Billable Group Activity Records

How do I record Mileage 2.0 on a Billable Group record?

All users, Administrators


Mileage can be documented directly within a Billable Individual record. Check other SETWorks articles if you're using different Activity Records.
Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Privileges Required to enable Mileage (2.0)

SETWorks > Provider Build > Expenses: 
Use the updated Mileage window. (Mileage 2.0) (Recommended if using the Billable Group record.)

SETWorks > Provider Build > Activity Records Group: 
Display the Mileage tab on Billable Group Activity Records.

Instructions

To add mileage to a Billable Group Activity Record:
 Select the Mileage Tab.
+ Add staff/individual mileage

NOTE: Images are of Mileage 2.0.




Odometer Start:  The starting odometer reading
Odometer End:  The ending odometer reading
Note:  If odometer readings are not required and the journey is part of a daily commute, optionally '0' can be entered at the start and the known mileage distance as the end mileage.
Commute:  If this mileage was part of a commute
Company Car:  If a company car was used
Individual Present:  If a Consumer was transported as well
Source:  The starting point of the journey
Destination:  The ending point of the journey
Notes:  Any relevant notes
Save.





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