ADP Billing

ADP Vendor Code

Your ADP vendor/location code for claim submissions

ADP Posting Schedule

Posting Cycle

Configure the bi-weekly ADP posting schedule

Base Posting Date

Frequency (Days)

Schedule Info:

Submission Deadline: Wednesday 6 PM before posting day
Payment Processed: Posting day + 7 days
Payment Received: Posting day + ~10 days

Automatic Reminders

Configure who receives ADP billing reminders

Billing Deadline Person

Reminded on Monday to complete billing by Wednesday 6 PM

Correction Alert Recipients

Notified when invoices need correction/resubmission

Email Notifications

Send automated email notifications when ADP workflow status changes (assessment completed, application submitted, approved, denied, case closed, etc.)

Office Notification Recipients

These contacts will receive a copy (CC) of all automated ADP notifications so the office staff can stay in the loop.

Application Reminders

Automated reminders to therapist to submit the ADP application.

days after assessment (first reminder)

days after first reminder (second reminder)

Workflow Settings

Allow changing Sale Type even after application is submitted. Use this for cases where additional benefits (ODSP, etc.) are discovered.

Allow users in the "Document Lock Override" group to edit locked documents on old cases. Turn this OFF once all legacy cases are processed.

Designated Vendor Signer

The user who signs Page 12 on behalf of the company.

AI Client Intelligence

AI API Key

OpenAI API key for Client Intelligence chat and AI analysis features.

AI Model

Which AI model to use for client intelligence queries.

Automatically parse ADP XML files when uploaded to sale orders and create/update client profiles.

March of Dimes

Default MOD Email

Email used for sending initial quotations and documents to March of Dimes.

March of Dimes Vendor Code

Your vendor code assigned by March of Dimes.

Twilio SMS

Send SMS confirmations for assessment bookings and key status updates via Twilio.

Twilio Phone Number

Account SID

Auth Token

March of Dimes Follow-Up

Follow-up Interval

Days between follow-up reminders for MOD cases awaiting funding.

days

Auto-Email Escalation Delay

Days after a follow-up activity is overdue before sending an automatic email to the client.

days

March of Dimes — Blank Forms & Handoff Follow-Up

Upload the latest revision of the MOD-issued blank forms here. They are auto-attached to outgoing emails so every case uses the current version. Re-upload whenever March of Dimes publishes a new revision.

MOD Application Form (blank)

Attached to the handoff email when client or authorizer is submitting the application themselves.

Verification of Disability Form (blank)

Attached to the VOD request email sent to the authorizer when our office is handling the MOD submission internally.

Handoff Follow-up Assignee

Who gets the follow-up activity when a client or authorizer is handling the MOD submission themselves. "Office contact" routes all follow-ups to a single designated person. "Sales rep" assigns to the rep on each order.

Office Follow-up Contact

The office user who receives MOD handoff follow-up activities when assignee mode is set to Office Contact.

Data Migration

Migrate Export Files from Documents

Move existing ADP export files from the Documents app into the new ADP Export Files menu. Only needs to be run once after upgrading.

ODSP Configuration

SA Mobility Email

Email address for SA Mobility submissions (can be changed if the government email changes).

SA Mobility Phone

SA Mobility phone number for reference.

Default ODSP Office

Default ODSP office contact for new ODSP cases.

Portal Branding

Portal Gradient Theme

Choose a preset gradient or customize your own colors for the portal dashboard.

Start Color

Mid Color

End Color

Preview

Preview updates after saving settings.