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