← Paul Test
doc11775 be50c84f-6825-4b37-9cc4-7520f6aecc28_COPY_Other_Than_Personal_Services__OTPS__Transportation_Reimbrsement_Steps-eVeroPortal__002_-artifacted.pdf
⬇ Export JSONBadge numbers are the reading order (depth-first). Nested children have dashed borders; grandchildren dotted. Hover a box for its type, text and attributes.
Page 1
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"text": "Any transportation to a service/location to or from Medicaid funded budget categories",
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"text": "Recurring Payments- memberships invoiced yearly will be processed and paid out on a monthly cycle; if desired AIM can set up recurring payments which will assist in automatic monthly invoices to populate for reimbursement (total cost of invoice divided by 12)"
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"text": "Reimbursable Services Team: Preapproval- AIM offers an additional support of programmatic item review which can assist teams with a pre-approval or denial of the requested opportunity. Requests can be submitted through your SD Coordinator or directly to the reimbursable services team at preapproval@aimservicesinc.org"
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"text": "AIM Self-Direction Web Portal- https://www.aimservicesinc.org/self-direction/"
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"text": "Self-Direction Education Calendar- optional live virtual trainings held on Zoom for Self-Direction team members to learn more about fundamental supports, services, and software systems\nLink: https://www.aimservicesinc.org/self-direction/education-calendar/"
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Page 2
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"text": "Forgotten User/Password:\nSelect 'Forgot your username' or 'Forgot your password' or 'Forgot your login information' (blue hyperlinks on right-hand side or bottom center) and follow onscreen instructions for Username or Password"
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Page 3
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7 · FOOTER
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Page 4
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12 · TEXT
13 · FIGURE
14 · FOOTER
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"label_ref": "p4.5.1",
"text_offset": 0,
"text_span": 0
}
}
]
},
{
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"order": 8,
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"bbox": {
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"r": 359.52,
"b": 646.56
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"text": "Paid To: (person requesting reimbursement)",
"marker": "○",
"children": [
{
"id": "p4.5.2.1",
"order": 9,
"type": "form_field",
"bbox": {
"l": 123.6,
"t": 659.76,
"r": 135.6,
"b": 647.76
},
"text": "",
"attrs": {
"field_kind": "radio",
"label": "Paid To: (person requesting reimbursement)",
"source": "glyph_estimate",
"bbox_estimated": true,
"label_source": "parent_text",
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"text_offset": 0,
"text_span": 0
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},
{
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"text": "Select purple 'Add Trips' button to enter transportation",
"marker": "7."
}
]
},
{
"id": "p4.6",
"order": 11,
"type": "figure",
"bbox": {
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"text": "",
"attrs": {
"block_label": "image"
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"order": 12,
"type": "text",
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"text": "9. To add trip, select the purple plus sign (right-hand side of screen)"
},
{
"id": "p4.8",
"order": 13,
"type": "figure",
"bbox": {
"l": 185.04,
"t": 299.76,
"r": 430.08,
"b": 119.28
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"text": "",
"attrs": {
"block_label": "image"
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},
{
"id": "p4.9",
"order": 14,
"type": "footer",
"bbox": {
"l": 501.6,
"t": 11.04,
"r": 540.96,
"b": 0.72
},
"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
}
}
],
"excluded_furniture": {
"first": [],
"last": []
}
}
Page 5
15 item(s)
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caption (1)
figure (2)
footer (3)
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1 · FIGURE
2 · TEXT
3 · TEXT
4 · TEXT
5 · TEXT
6 · TEXT
7 · TEXT
8
9 · TEXT
10 · TEXT
11 · CAPTION
12 · FIGURE
13 · FOOTER
14 · FOOTER
15 · FOOTER
Page 5 JSON
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"text": "10. Under 'Trip Detail' enter the following information:"
},
{
"id": "p5.3",
"order": 3,
"type": "text",
"bbox": {
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"t": 704.16,
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"text": "o Date of Service (using the calendar icon to select appropriate date of service)"
},
{
"id": "p5.4",
"order": 4,
"type": "text",
"bbox": {
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"text": "Starting Point/Destination ('Start' indicated by a green icon; 'Stop' indicated by a red icon)"
},
{
"id": "p5.5",
"order": 5,
"type": "text",
"bbox": {
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"text": "o Roundtrip is only used for traveling from point A to point B and back to point A (no other stops taken in between)"
},
{
"id": "p5.6",
"order": 6,
"type": "text",
"bbox": {
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"t": 631.2,
"r": 398.64,
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"text": "o Miles*(auto-populates when addresses are entered)"
},
{
"id": "p5.7",
"order": 7,
"type": "text",
"bbox": {
"l": 124.08,
"t": 615.84,
"r": 222.96,
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"text": "○ Purpose of Visit",
"children": [
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"order": 8,
"type": "form_field",
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"t": 615.84,
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"text": "",
"attrs": {
"field_kind": "radio",
"label": "○ Purpose of Visit",
"source": "glyph_estimate",
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"label_source": "parent_text",
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},
{
"id": "p5.8",
"order": 9,
"type": "text",
"bbox": {
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"text": "o Paid To: (auto-populates to the person selected for reimbursement)"
},
{
"id": "p5.9",
"order": 10,
"type": "text",
"bbox": {
"l": 123.36,
"t": 587.28,
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"text": "o Amount* (auto-populates based on calculated miles)"
},
{
"id": "p5.10",
"order": 11,
"type": "caption",
"bbox": {
"l": 147.84,
"t": 558,
"r": 463.68,
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"text": "Please Note: Odometer reading is not required for mileage entry",
"attrs": {
"block_label": "figure_title"
}
},
{
"id": "p5.11",
"order": 12,
"type": "figure",
"bbox": {
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"r": 552.24,
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"text": "",
"attrs": {
"block_label": "image",
"embedded_text": "Entering Starting Point/Destination\nNote:\nWhen entering addresses users will\nhave an option to manually enter\nlocations or select from a frequent\nlocations list (customizable by user)\n‘Round Trip’ Note:\nSelect ‘Round Trip’ if you are\ntraveling from point A to point B\nand back to point A\n(no other stops taken)"
}
},
{
"id": "p5.12",
"order": 13,
"type": "footer",
"bbox": {
"l": 252.48,
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"r": 265.92,
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"text": "O",
"attrs": {
"block_label": "number"
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},
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"id": "p5.13",
"order": 14,
"type": "footer",
"bbox": {
"l": 66.24,
"t": 16.32,
"r": 160.8,
"b": 7.44
},
"text": "NO ATTACHMENTS AVAILABLE",
"attrs": {
"block_label": "vision_footnote"
}
},
{
"id": "p5.14",
"order": 15,
"type": "footer",
"bbox": {
"l": 501.12,
"t": 11.28,
"r": 541.2,
"b": 0.72
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"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
}
}
],
"excluded_furniture": {
"first": [],
"last": []
}
}
Page 6
16 item(s)
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figure (3)
footer (1)
form_field (2)
heading (3)
list (1)
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1 · FIGURE
2 · HEADING
3 · FIGURE
4
5 · HEADING
6 · LIST
7
8
9
10
11
12
13
14 · HEADING
15 · FIGURE
16 · FOOTER
Page 6 JSON
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"text": "11. Select 'New' to enter new location or select from locations list",
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"level": 3
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"embedded_text": "Locations List Note:\n- Once user selects either starting point or destination\na ‘Locations List’ will populate with favorited\nlocations\n- User can edit or delete by selecting the pencil icon\nor trashcan)"
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"id": "p6.3.1",
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"text": "- ‘Verified’ addresses indicate the location was captured with GPS confirmation through the app\n- User can edit or delete by selecting the pencil icon or trashcan)"
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"type": "list_item",
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"l": 120.24,
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"r": 171.12,
"b": 411.36
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"text": "o Street"
},
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"order": 10,
"type": "list_item",
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"text": "City"
},
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"type": "list_item",
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"text": "State",
"marker": "○",
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"order": 13,
"type": "list_item",
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"text": "O Zip"
}
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},
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"order": 14,
"type": "heading",
"bbox": {
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"t": 350.88,
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"text": "Please Note: Start/Stop Times are not required for mileage entry",
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"block_label": "paragraph_title"
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"level": 3
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"t": 321.6,
"r": 579.6,
"b": 40.56
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"block_label": "image"
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"l": 501.6,
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"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
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}
],
"excluded_furniture": {
"first": [],
"last": []
}
}
Page 7
10 item(s)
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figure (2)
footer (1)
heading (2)
list (1)
list_item (3)
text (1)
1 · FIGURE
2 · HEADING
3 · FIGURE
4 · LIST
5
6
7 · TEXT
8 · HEADING
9 · LIST_ITEM
10 · FOOTER
Page 7 JSON
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"text": "13. Select 'Done' to save address to individual trip entry",
"attrs": {
"block_label": "paragraph_title"
},
"level": 3
},
{
"id": "p7.3",
"order": 3,
"type": "figure",
"bbox": {
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"r": 599.04,
"b": 62.88
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"block_label": "image"
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"t": 565.596,
"r": 580.507499,
"b": 524.9639999999999
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"item_count": 2
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"children": [
{
"id": "p7.4.1",
"order": 5,
"type": "list_item",
"bbox": {
"l": 317.400758,
"t": 565.596,
"r": 580.507499,
"b": 554.904
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"text": "To capture 'Current Location' users can select 'Current Location' (upper left-hand side of screen)",
"marker": "-"
},
{
"id": "p7.4.2",
"order": 6,
"type": "list_item",
"bbox": {
"l": 317.399989,
"t": 535.656,
"r": 578.154438,
"b": 524.9639999999999
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"text": "To 'Search Location' users can select 'Search Location' (upper right-hand side of screen)",
"marker": "-"
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"text": "Note: if manually entered addresses are not populating as ‘Verified’ the in-app location tools will assist with appropriately capturing GPS information to accurately calculate trips"
},
{
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"order": 8,
"type": "heading",
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"t": 93.36,
"r": 228.72,
"b": 79.92
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"text": "Add to Favorites-Locations List Note:",
"attrs": {
"block_label": "paragraph_title"
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"level": 3
},
{
"id": "p7.7",
"order": 9,
"type": "list_item",
"bbox": {
"l": 65.52,
"t": 79.92020000000002,
"r": 341.76,
"b": 34.08
},
"text": "To add frequented addresses_to favorites on the App select 'Add to Favorites' (selection indicated by grey checkbox and will populate on locations list)"
},
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"type": "footer",
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"r": 541.2,
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"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
}
}
],
"excluded_furniture": {
"first": [],
"last": []
}
}
Page 8
11 item(s)
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1 · FIGURE
2 · LIST
3
4
5
6
7
8
9 · FIGURE
10 · FOOTNOTE
11 · FOOTER
Page 8 JSON
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"type": "list_item",
"bbox": {
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"t": 758.88,
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"b": 744
},
"text": "Verify number of miles traveled under 'Miles' and 'Total Miles'",
"marker": "14."
},
{
"id": "p8.2.2",
"order": 4,
"type": "list_item",
"bbox": {
"l": 76.56,
"t": 732,
"r": 517.68,
"b": 717.12
},
"text": "If the entry was a 'Round Trip' select 'Round Trip' (selection indicated by purple toggle)",
"marker": "15."
},
{
"id": "p8.2.3",
"order": 5,
"type": "list_item",
"bbox": {
"l": 76.56,
"t": 705.36,
"r": 360.72,
"b": 690.96
},
"text": "Reimbursement amount will calculate under 'Amount'",
"marker": "16."
},
{
"id": "p8.2.4",
"order": 6,
"type": "list_item",
"bbox": {
"l": 76.8,
"t": 678.96,
"r": 302.4,
"b": 664.32
},
"text": "Enter note on visit under 'Purpose of Visit'",
"marker": "17."
},
{
"id": "p8.2.5",
"order": 7,
"type": "list_item",
"bbox": {
"l": 76.32,
"t": 652.32,
"r": 578.16,
"b": 622.56
},
"text": "If mileage requires attachments due to parking fees/tolls attach using the camera icon and select 'From Camera' 'File' or 'From Photo Library'",
"marker": "18."
},
{
"id": "p8.2.6",
"order": 8,
"type": "list_item",
"bbox": {
"l": 77.04,
"t": 610.56,
"r": 269.04,
"b": 595.68
},
"text": "Select 'Done' to save mileage entry",
"marker": "19."
}
]
},
{
"id": "p8.3",
"order": 9,
"type": "figure",
"bbox": {
"l": 20.16,
"t": 564.48,
"r": 612,
"b": 21.12
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"text": "",
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},
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"t": 553.92,
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"b": 473.76
},
"text": "'Round Trip' Note:\nSelect 'Round Trip' if you are\ntraveling from point A to point B\nand back to point A\n(no other stops taken in between)",
"attrs": {
"block_label": "vision_footnote"
}
},
{
"id": "p8.5",
"order": 11,
"type": "footer",
"bbox": {
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"t": 11.28,
"r": 541.44,
"b": 0.48
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"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
}
}
],
"excluded_furniture": {
"first": [],
"last": []
}
}
Page 9
11 item(s)
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figure (3)
footer (1)
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list (1)
list_item (4)
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1 · FIGURE
2 · TEXT
3 · FIGURE
4 · LIST
5
6
7
8
9 · FIGURE
10 · FOOTNOTE
11 · FOOTER
Page 9 JSON
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"text": "20. To save trips list entered select 'Add To Invoice' (purple button at the top right-hand side of screen)"
},
{
"id": "p9.3",
"order": 3,
"type": "figure",
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"text": "",
"attrs": {
"block_label": "image",
"embedded_text": "Trip Details Note:\nFor additional entries to an\ninvoice select the ‘Add Trip’\nbutton (purple plus sign at the\nright-hand side of screen)"
}
},
{
"id": "p9.4",
"order": 4,
"type": "list",
"bbox": {
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"t": 443.82,
"r": 587.76,
"b": 342.24
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"text": "",
"attrs": {
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"children": [
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"bbox": {
"l": 85.92,
"t": 443.82,
"r": 565.2,
"b": 428.16
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"text": "To edit 'Trip Details': select purple arrow on specific trip >"
},
{
"id": "p9.4.2",
"order": 6,
"type": "list_item",
"bbox": {
"l": 86.4,
"t": 427.3802,
"r": 567.84,
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"text": "To delete 'Trip Details': select purple trashcan icon on specific trip; select 'Delete Invoice' to permanently delete"
},
{
"id": "p9.4.3",
"order": 7,
"type": "list_item",
"bbox": {
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"text": "Enter the invoice description if not pre-populated (invoice will indicate mileage amount and reimbursement amount to be submitted)",
"marker": "22."
},
{
"id": "p9.4.4",
"order": 8,
"type": "list_item",
"bbox": {
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"text": "Once all fields are entered select the purple 'Save' button (upper right-hand side of screen) once all information",
"marker": "23."
}
]
},
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"text": "Trip Details Note:\nFor additional entries to an invoice select the 'Add Trip' button (purple plus sign at the right-hand side of screen)",
"attrs": {
"block_label": "vision_footnote"
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{
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"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
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"excluded_furniture": {
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Page 10
14 item(s)
JSON
figure (5)
footer (1)
list (2)
list_item (5)
text (1)
1 · FIGURE
2 · LIST
3
4
5 · FIGURE
6
7 · LIST_ITEM
8 · FIGURE
9 · LIST
10
11
12 · FIGURE
13 · FIGURE
14 · FOOTER
Page 10 JSON
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"text": "Attention screen will indicate mileage was saved successfully; Select 'OK'",
"marker": "24."
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{
"id": "p10.2.2",
"order": 4,
"type": "list_item",
"bbox": {
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"text": "Invoice will populate in the app as ‘Submitted’ under the ‘View’ option",
"marker": "25."
}
]
},
{
"id": "p10.3",
"order": 5,
"type": "figure",
"bbox": {
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"t": 676.56,
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"children": [
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"text": "Receipt\nReceipt saved successfully with 0 attachments"
}
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},
{
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"order": 7,
"type": "list_item",
"bbox": {
"l": 86.4,
"t": 394.0797,
"r": 514.08,
"b": 363.84
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"text": "To delete: select purple dropdown icon on specific invoice; select 'Delete Invoice' to permanently delete"
},
{
"id": "p10.5",
"order": 8,
"type": "figure",
"bbox": {
"l": 518.16,
"t": 385.44,
"r": 567.84,
"b": 357.12
},
"text": "",
"attrs": {
"block_label": "image"
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},
{
"id": "p10.6",
"order": 9,
"type": "list",
"bbox": {
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"t": 360.6362,
"r": 483.786769,
"b": 320.004
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"text": "",
"attrs": {
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"children": [
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"bbox": {
"l": 108.002274,
"t": 360.6362,
"r": 483.786769,
"b": 349.944
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"text": "To copy: select purple dropdown icon on specific invoice; select 'Copy invoice' and select Yes, to copy",
"marker": "-"
},
{
"id": "p10.6.2",
"order": 11,
"type": "list_item",
"bbox": {
"l": 108.003898,
"t": 330.6962,
"r": 331.583484,
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"text": "To edit: select purple arrow on specific invoice",
"marker": "-"
}
]
},
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"t": 272.88,
"r": 570.72,
"b": 127.2
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"text": "",
"attrs": {
"block_label": "image"
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"id": "p10.9",
"order": 14,
"type": "footer",
"bbox": {
"l": 501.6,
"t": 11.28,
"r": 540.96,
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"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
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"first": [],
"last": []
}
}
Page 11
21 item(s)
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caption (1)
figure (3)
footer (1)
footnote (1)
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1 · FIGURE
2 · HEADING
3 · FIGURE
4
5
6 · HEADING
7 · CAPTION
8 · TEXT
9 · FIGURE
10
11
12
13
14
15
16
17
18
19
20 · FOOTNOTE
21 · FOOTER
Page 11 JSON
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"text": "Other Than Personal Services (OTPS) Transportation Reimbursement Steps\neVeroPortal Website",
"attrs": {
"block_label": "paragraph_title"
},
"level": 3
},
{
"id": "p11.3",
"order": 3,
"type": "figure",
"bbox": {
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"t": 690.72,
"r": 580.32,
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"text": "1. Log into eVeroPortal at signin.evero.com\n*Username and Password selected by user\n2. Select 'Sign In'"
},
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"order": 5,
"type": "text",
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"text": "Forgotten User/Password:\nSelect 'Forgot your username' or 'Forgot your password' or 'Forgot your login information' (blue hyperlinks on right-hand side or bottom center) and follow onscreen instructions for Username or Password"
}
]
},
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"text": "3. Once signed in, the user will be shown the account summary page",
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"text": "myCarePortal™ Powered by eVero",
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"block_label": "figure_title"
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"order": 8,
"type": "text",
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"text": "Switch Individual Agency Protocol arep"
},
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"attrs": {
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"embedded_text": "4. Select the three-line dropdown in the top left corner to reveal list of options\n5. Under ‘SDS’ select ‘Invoice’ to enter reimbursement request"
},
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"order": 10,
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"text": "Dashboard"
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"text": "myCarePortal™ Powered by eVero",
"attrs": {
"block_label": "paragraph_title"
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"level": 3
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"order": 12,
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"text": "SDS"
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"order": 13,
"type": "text",
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"text": "SDS Summary"
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"text": "$ Payments"
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"order": 17,
"type": "text",
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"text": "Daily Note"
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"order": 18,
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"text": "< September 2025"
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"order": 19,
"type": "text",
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"text": "4. Select the three-line dropdown in the top left corner to reveal list of options\n5. Under 'SDS' select 'Invoice' to enter reimbursement request",
"attrs": {
"block_label": "vision_footnote"
}
},
{
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Page 12
15 item(s)
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figure (4)
footer (1)
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1 · FIGURE
2 · TEXT
3 · FIGURE
4 · TEXT
5 · TEXT
6 · FIGURE
7 · TEXT
8 · TEXT
9 · TEXT
10 · TEXT
11
12 · TEXT
13 · TEXT
14 · FIGURE
15 · FOOTER
Page 12 JSON
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"text": "6. Select the 'Orange Plus Sign' (top right-hand corner) under 'Invoice List'"
},
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"text": "7. Select the Program: SDS- Other than Personal Service Items and the Category: Personal Use Transportation"
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"text": "Invoice Note: After selecting the applicable program and category, the funding status and battery bar icon for that specific funding line will appear to the right of the category dropdown to assist with managing available budget balances in real-time"
},
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"type": "figure",
"bbox": {
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"text": "8. Enter the following information for OTPS Personal Use Transportation"
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"type": "text",
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"text": "o Date of Service (if entering multiple dates use last date of service)"
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"order": 9,
"type": "text",
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"text": "Program: SDS- Other Than Personal Services (OTPS)"
},
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"type": "text",
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"t": 342.48,
"r": 336,
"b": 329.28
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"text": "○ Category: Personal Use Transportation",
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"text": "o Paid To: (person requesting reimbursement)"
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"text": "9. Select orange 'Add Trips' button to enter transportation"
},
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"type": "figure",
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Page 13
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"text": "10. Enter the following information in Trips Window:"
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"text": "- If mileage includes a toll this will be entered in the field Toll (fees must have associated attachments included in trip entry for reimbursement)"
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Page 14
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"text": "11. To save a location as a favorite address enter full address and select the grey star icon (righthand side of 'Leaves From/Goes To' in trips window)"
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Page 15
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Page 16
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9 · FOOTER
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Page 17
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"id": "p17.6.1",
"order": 9,
"type": "list_item",
"bbox": {
"l": 87.12,
"t": 470.3398,
"r": 266.4,
"b": 454.08
},
"text": "To copy invoice, select copy icon"
},
{
"id": "p17.6.2",
"order": 10,
"type": "list_item",
"bbox": {
"l": 87.36,
"t": 440.4,
"r": 266.64,
"b": 424.8
},
"text": "To delete select orange trashcan"
}
]
},
{
"id": "p17.7",
"order": 11,
"type": "figure",
"bbox": {
"l": 281.76,
"t": 440.4,
"r": 294,
"b": 426
},
"text": "",
"attrs": {
"block_label": "image"
}
},
{
"id": "p17.8",
"order": 12,
"type": "footer",
"bbox": {
"l": 510.24,
"t": 588.72,
"r": 549.84,
"b": 561.12
},
"text": "",
"attrs": {
"block_label": "footer_image"
}
},
{
"id": "p17.9",
"order": 13,
"type": "footer",
"bbox": {
"l": 501.6,
"t": 11.04,
"r": 540.96,
"b": 0.72
},
"text": "R. Oct-26",
"attrs": {
"block_label": "footer"
}
}
],
"excluded_furniture": {
"first": [],
"last": []
}
}