Accounts

Written by Jenn Southan

Updated at July 27th, 2024

An Account is a working organization that provides booking data to the NEMT company; it is considered the data provider.

Accounts include:

  • Brokers
  • HMOs
  • Medicaid
  • Corporate entities
  • Schools
  • OPWDD

To set up an account, provide the following information:

  • Basic information: Name, phone number, and email.
     
  • Booking configuration: Cancellation charges, distance accuracy, and invoice templates.
     
  • Bill to information: Add the billing information to which all the booking invoices will be sent.
     
  • Billing frequency: Define the billing frequency, such as monthly, weekly, daily, and manual invoices.
     
  • Credit cards: If any booking is supposed to be paid for by credit cards, add the credit cards that will be used for payments.
     
  • Fleet association: Associate fleets, which will be used to service bookings from this account.
     
Tobi Cloud Footer