Creating Reimbursement Reports

Reimbursement reports can be used to create lists of items for which additional costs have been incurred.

About this task

After an incident has ended and all clients have been transported back home, a site can make a list of all costs and materials used and purchased, as well as any additional labor (that is, employees who worked), during the incident or evacuation for reimbursement from the provider or the government.

This screen requires that Rapid Response ancillary data has already been created for Labor and Materials.

Records that do not exist in the Configuration screen cannot be added to the reimbursement report.
Manage Incidents screen in the Reimbursement Reports tab.

Procedure

  1. Click the Main Menu button:
    Three horizontal lines.
  2. Click Manage Incidents.
  3. Search for or create an Incident record.
  4. Click the Reimbursement step:
  5. To add or edit a reimbursement item, in a blank row at the bottom of the grid, provide the following information:
    Expense Type
    Click the expense type in the list (either Labor or Materials).
    Category
    Click a category in the list.

    Categories are defined using the Description field in Labor Types and Material Types ancillary data.

    Comments
    Type any comments about the reimbursement.
    Quantity
    Type the quantity or amount of materials or labor to be reimbursed.
    Price
    Type the price of the material or labor.

    The values in the Unit column are automatically populated based on ancillary data. The Total cost column is automatically calculated.

  6. To recalculate the values in the Total cost column, click the Recalculate button:
    Two arrows forming a circle.
  7. Save the report:
    1. Click the Save button:
      Diskette.
    2. When prompted to confirm the save, click OK.
  8. To export and print the report, click the Print button:
    Printer.
    Only *.CSV format is currently supported.