[ { "page": 1, "items": [ { "page": 1, "type": "TITLE", "location": { "l": 36.72, "t": 766.56, "r": 586.56, "b": 724.56 }, "text": "Other Than Personal Services (OTPS) Transportation Reimbursement Steps\neVeroPortal App and Website", "reading_order": 0, "level": 3 }, { "page": 1, "type": "TEXT", "location": { "l": 161.52, "t": 706.56, "r": 448.08, "b": 688.56 }, "text": "OTPS Transportation can be reimbursed for:", "reading_order": 1 }, { "page": 1, "type": "LIST_ITEM", "location": { "l": 27.84, "t": 674.88, "r": 546.24, "b": 658.08 }, "text": "When a self-directed person is independently traveling to a destination for personal use", "marker": "•", "list_id": "L1", "level": 0, "reading_order": 2 }, { "page": 1, "type": "LIST_ITEM", "location": { "l": 28.32, "t": 655.92, "r": 569.52, "b": 621.6 }, "text": "When a family member is transporting the self-directed person to a destination for personal use", "marker": "•", "list_id": "L1", "level": 0, "items": [ { "page": 1, "type": "LIST_ITEM", "location": { "l": 100.08, "t": 618.96, "r": 366.24, "b": 601.44 }, "text": "Participant must be present (in the vehicle)", "marker": "▪", "list_id": "L1", "level": 1, "reading_order": 0 } ], "reading_order": 3 }, { "page": 1, "type": "TEXT", "location": { "l": 150.72, "t": 583.44, "r": 459.36, "b": 565.44 }, "text": "OTPS Transportation cannot be reimbursed for:", "reading_order": 4 }, { "page": 1, "type": "LIST_ITEM", "location": { "l": 44.4, "t": 551.52, "r": 555.84, "b": 534.72 }, "text": "Any transportation to a service/location to or from Medicaid funded budget categories", "marker": "•", "list_id": "L2", "level": 0, "items": [ { "page": 1, "type": "LIST_ITEM", "location": { "l": 116.64, "t": 533.04, "r": 209.76, "b": 517.2 }, "text": "■ IDGS budget", "marker": "▪", "list_id": "L2", "level": 1, "reading_order": 0 }, { "page": 1, "type": "LIST_ITEM", "location": { "l": 116.4, "t": 515.04, "r": 422.64, "b": 498.72 }, "text": "Direct Provider Purchased Community Habilitation", "marker": "▪", "list_id": "L2", "level": 1, "reading_order": 1 }, { "page": 1, "type": "LIST_ITEM", "location": { "l": 116.64, "t": 495.84, "r": 331.44, "b": 479.76 }, "text": "■ Direct Provider Purchased Respite", "marker": "▪", "list_id": "L2", "level": 1, "reading_order": 2 } ], "reading_order": 5 }, { "page": 1, "type": "TITLE", "location": { "l": 232.56, "t": 451.44, "r": 377.76, "b": 435.84 }, "text": "Additional AIM Supports:", "reading_order": 6, "level": 4 }, { "page": 1, "type": "TEXT", "location": { "l": 25.2, "t": 434.4, "r": 583.44, "b": 381.84 }, "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)", "reading_order": 7 }, { "page": 1, "type": "TEXT", "location": { "l": 25.68, "t": 369.6, "r": 582.96, "b": 317.52 }, "text": "Direct Pay- AIM offers a direct payment option with all direct pay cleared vendors. This allows AIM to directly pay the provider and for the person receiving supports to avoid initial out of pocket expenses.", "reading_order": 8 }, { "page": 1, "type": "TEXT", "location": { "l": 25.2, "t": 303.84, "r": 580.32, "b": 234.96 }, "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", "reading_order": 9 }, { "page": 1, "type": "TEXT", "location": { "l": 25.92, "t": 218.88, "r": 475.44, "b": 201.6 }, "text": "AIM Self-Direction Web Portal- https://www.aimservicesinc.org/self-direction/", "reading_order": 10 }, { "page": 1, "type": "TEXT", "location": { "l": 25.68, "t": 172.08, "r": 534.72, "b": 137.28 }, "text": "eVeroPortal- utilized by individuals or representatives to submit reimbursement requests. Reimbursement Requests can be submitted on the mobile app or website", "reading_order": 11 }, { "page": 1, "type": "TEXT", "location": { "l": 27.36, "t": 121.92, "r": 565.68, "b": 69.36 }, "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/", "reading_order": 12 }, { "page": 1, "type": "TEXT", "location": { "l": 46.08, "t": 53.28, "r": 564.96, "b": 19.44 }, "text": "Note: this document is designed to show individuals, families, and advocates how to upload invoices for reimbursement", "reading_order": 13 } ] }, { "page": 2, "items": [ { "page": 2, "type": "TITLE", "location": { "l": 49.68, "t": 765.84, "r": 592.32, "b": 724.8 }, "text": "Other Than Personal Services (OTPS) Transportation Reimbursement Steps\neVeroPortal App", "reading_order": 0, "level": 3 }, { "page": 2, "type": "FIGURE", "location": { "l": 68.64, "t": 683.52, "r": 607.92, "b": 20.4 }, "text": "", "reading_order": 1 }, { "page": 2, "type": "LIST_ITEM", "location": { "l": 89.9996, "t": 679.14, "r": 207.0367, "b": 667.14 }, "text": "Log into eVeroPortal", "marker": "1.", "list_id": "L3", "level": 0, "reading_order": 2 }, { "page": 2, "type": "LIST_ITEM", "location": { "l": 89.9996, "t": 664.5002, "r": 177.409, "b": 652.5 }, "text": "Select ‘Sign In’", "marker": "2.", "list_id": "L3", "level": 0, "reading_order": 3 }, { "page": 2, "type": "LIST_ITEM", "location": { "l": 86.64, "t": 652.5, "r": 209.76, "b": 651.36 }, "text": "Select 'Sign In'", "marker": "2.", "list_id": "L3", "level": 0, "reading_order": 4 }, { "page": 2, "type": "LIST_ITEM", "location": { "l": 11.76, "t": 599.76, "r": 239.04, "b": 509.04 }, "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", "list_id": "L3", "level": 0, "reading_order": 5 }, { "page": 2, "type": "LIST_ITEM", "location": { "l": 406.08, "t": 528.48, "r": 502.8, "b": 515.76 }, "text": "Forgot your login information?", "list_id": "L3", "level": 0, "reading_order": 6 }, { "page": 2, "type": "LIST_ITEM", "location": { "l": 87.12, "t": 472.08, "r": 519.84, "b": 443.04 }, "text": "eVeroPortal App user can review 'Dashboard' screen for Invoice Status ( Rejections or Paid section) upon login:", "marker": "3.", "list_id": "L3", "level": 0, "reading_order": 7 }, { "page": 2, "type": "TITLE", "location": { "l": 277.92, "t": 441.84, "r": 334.08, "b": 427.44 }, "text": "Dashboard", "reading_order": 8, "level": 4 }, { "page": 2, "type": "TEXT", "location": { "l": 443.76, "t": 428.4, "r": 579.84, "b": 386.88 }, "text": "Dashboard Note: Select Close in the top right-side corner to access Menu Launchpad", "reading_order": 9 }, { "page": 2, "type": "TITLE", "location": { "l": 201.36, "t": 417.36, "r": 272.64, "b": 402.96 }, "text": "AVERAGE, JOE", "reading_order": 10, "level": 4 }, { "page": 2, "type": "TITLE", "location": { "l": 204.72, "t": 386.4, "r": 307.44, "b": 368.64 }, "text": "Budget Summary", "reading_order": 11, "level": 3 }, { "page": 2, "type": "TEXT", "location": { "l": 208.08, "t": 365.04, "r": 292.56, "b": 291.6 }, "text": "Budget Amount\n$133810.00\nSpent Year to Date\n$0.00", "reading_order": 12 }, { "page": 2, "type": "TEXT", "location": { "l": 346.08, "t": 354.72, "r": 380.88, "b": 340.56 }, "text": "100 %", "reading_order": 13 }, { "page": 2, "type": "TEXT", "location": { "l": 232.08, "t": 303.36, "r": 359.76, "b": 290.16 }, "text": "Remaining Balance: $133810.00", "reading_order": 14 }, { "page": 2, "type": "TITLE", "location": { "l": 204.96, "t": 271.44, "r": 277.2, "b": 252.48 }, "text": "Rejections", "reading_order": 15, "level": 3 }, { "page": 2, "type": "TEXT", "location": { "l": 204.48, "t": 241.68, "r": 321.36, "b": 162.24 }, "text": "Transportation\nIndividual Summary Note\nInvoice", "reading_order": 16 }, { "page": 2, "type": "TITLE", "location": { "l": 204.48, "t": 143.04, "r": 301.92, "b": 124.32 }, "text": "Review Pending", "reading_order": 17, "level": 3 }, { "page": 2, "type": "TITLE", "location": { "l": 205.2, "t": 104.88, "r": 249.12, "b": 85.68 }, "text": "E Paid", "reading_order": 18, "level": 3 }, { "page": 2, "type": "TEXT", "location": { "l": 210.48, "t": 71.76, "r": 275.28, "b": 59.04 }, "text": "Transportation", "reading_order": 19 }, { "page": 2, "type": "TEXT", "location": { "l": 210.48, "t": 41.28, "r": 244.56, "b": 29.76 }, "text": "Invoice", "reading_order": 20 } ] }, { "page": 3, "items": [ { "page": 3, "type": "TEXT", "location": { "l": 130.56, "t": 750, "r": 368.4, "b": 735.6 }, "text": "4. Select 'Invoice' icon on the Menu Launchpad", "reading_order": 0 }, { "page": 3, "type": "TEXT", "location": { "l": 292.8, "t": 679.44, "r": 319.68, "b": 667.2 }, "text": "Menu", "reading_order": 1 }, { "page": 3, "type": "FIGURE", "location": { "l": 195.12, "t": 677.52, "r": 414.48, "b": 387.12 }, "text": "", "reading_order": 2 }, { "page": 3, "type": "LIST_ITEM", "location": { "l": 130.08, "t": 336.24, "r": 368.88, "b": 320.4 }, "text": "5. Select 'Add' to enter reimbursement request", "marker": "5.", "list_id": "L3", "level": 0, "reading_order": 3 }, { "page": 3, "type": "FIGURE", "location": { "l": 182.64, "t": 282, "r": 427.92, "b": 49.68 }, "text": "", "reading_order": 4 } ] }, { "page": 4, "items": [ { "page": 4, "type": "LIST_ITEM", "location": { "l": 87.12, "t": 718.8, "r": 381.36, "b": 705.6 }, "text": "Enter the following information for OTPS Transportation", "marker": "6.", "list_id": "L3", "level": 0, "items": [ { "page": 4, "type": "LIST_ITEM", "location": { "l": 123.84, "t": 703.44, "r": 461.76, "b": 690.72 }, "text": "Date of Service (if entering multiple dates use last date of service)", "marker": "o", "list_id": "L3", "level": 1, "reading_order": 0 }, { "page": 4, "type": "LIST_ITEM", "location": { "l": 124.08, "t": 689.52, "r": 369.6, "b": 675.84 }, "text": "Program: Other Than Personal Services (OTPS)", "marker": "o", "list_id": "L3", "level": 1, "reading_order": 1 }, { "page": 4, "type": "LIST_ITEM", "location": { "l": 123.6, "t": 674.4, "r": 333.84, "b": 661.44 }, "text": "Category: Personal Use Transportation", "marker": "o", "list_id": "L3", "level": 1, "reading_order": 2 }, { "page": 4, "type": "LIST_ITEM", "location": { "l": 123.6, "t": 659.76, "r": 359.52, "b": 646.56 }, "text": "Paid To: (person requesting reimbursement)", "marker": "o", "list_id": "L3", "level": 1, "reading_order": 3 } ], "reading_order": 0 }, { "page": 4, "type": "LIST_ITEM", "location": { "l": 87.12, "t": 630.96, "r": 377.28, "b": 617.28 }, "text": "Select purple 'Add Trips' button to enter transportation", "marker": "7.", "list_id": "L3", "level": 0, "reading_order": 1 }, { "page": 4, "type": "FIGURE", "location": { "l": 198.24, "t": 606.96, "r": 413.76, "b": 358.8 }, "text": "", "reading_order": 2 }, { "page": 4, "type": "TEXT", "location": { "l": 120.48, "t": 322.8, "r": 456.72, "b": 308.4 }, "text": "9. To add trip, select the purple plus sign (right-hand side of screen)", "reading_order": 3 }, { "page": 4, "type": "FIGURE", "location": { "l": 185.04, "t": 299.76, "r": 430.08, "b": 119.28 }, "text": "", "reading_order": 4 } ] }, { "page": 5, "items": [ { "page": 5, "type": "LIST_ITEM", "location": { "l": 88.08, "t": 719.04, "r": 356.4, "b": 705.6 }, "text": "10. Under 'Trip Detail' enter the following information:", "list_id": "L4", "level": 0, "items": [ { "page": 5, "type": "LIST_ITEM", "location": { "l": 122.88, "t": 704.16, "r": 516.72, "b": 690.96 }, "text": "Date of Service (using the calendar icon to select appropriate date of service)", "marker": "o", "list_id": "L4", "level": 1, "reading_order": 0 }, { "page": 5, "type": "LIST_ITEM", "location": { "l": 122.88, "t": 689.28, "r": 533.04, "b": 662.16 }, "text": "Starting Point/Destination ('Start' indicated by a green icon; 'Stop' indicated by a red icon)", "marker": "o", "list_id": "L4", "level": 1, "reading_order": 1 }, { "page": 5, "type": "LIST_ITEM", "location": { "l": 123.12, "t": 660.24, "r": 525.36, "b": 632.4 }, "text": "Roundtrip is only used for traveling from point A to point B and back to point A (no other stops taken in between)", "marker": "o", "list_id": "L4", "level": 1, "reading_order": 2 }, { "page": 5, "type": "LIST_ITEM", "location": { "l": 123.6, "t": 631.2, "r": 398.64, "b": 617.28 }, "text": "Miles*(auto-populates when addresses are entered)", "marker": "o", "list_id": "L4", "level": 1, "reading_order": 3 }, { "page": 5, "type": "LIST_ITEM", "location": { "l": 124.08, "t": 615.84, "r": 222.96, "b": 603.12 }, "text": "Purpose of Visit", "marker": "o", "list_id": "L4", "level": 1, "reading_order": 4 }, { "page": 5, "type": "LIST_ITEM", "location": { "l": 123.36, "t": 602.16, "r": 473.28, "b": 588 }, "text": "Paid To: (auto-populates to the person selected for reimbursement)", "marker": "o", "list_id": "L4", "level": 1, "reading_order": 5 }, { "page": 5, "type": "LIST_ITEM", "location": { "l": 123.36, "t": 587.28, "r": 401.76, "b": 572.88 }, "text": "Amount* (auto-populates based on calculated miles)", "marker": "o", "list_id": "L4", "level": 1, "reading_order": 6 } ], "reading_order": 0 }, { "page": 5, "type": "TEXT", "location": { "l": 147.84, "t": 558, "r": 463.68, "b": 544.08 }, "text": "Please Note: Odometer reading is not required for mileage entry", "reading_order": 1 }, { "page": 5, "type": "FIGURE", "location": { "l": 53.52, "t": 547.68, "r": 552.24, "b": 7.2 }, "text": "", "reading_order": 2 }, { "page": 5, "type": "TEXT", "location": { "l": 252.48, "t": 36.72, "r": 265.92, "b": 26.4 }, "text": "O", "reading_order": 3 }, { "page": 5, "type": "TEXT", "location": { "l": 66.24, "t": 16.32, "r": 160.8, "b": 7.44 }, "text": "NO ATTACHMENTS AVAILABLE", "reading_order": 4 } ] }, { "page": 6, "items": [ { "page": 6, "type": "LIST_ITEM", "location": { "l": 88.32, "t": 718.8, "r": 408.72, "b": 705.12 }, "text": "11. Select 'New' to enter new location or select from locations list", "list_id": "L5", "level": 0, "reading_order": 0 }, { "page": 6, "type": "FIGURE", "location": { "l": 47.04, "t": 697.68, "r": 576.24, "b": 484.08 }, "text": "", "reading_order": 1 }, { "page": 6, "type": "LIST_ITEM", "location": { "l": 292.8, "t": 620.16, "r": 554.64, "b": 588.48 }, "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)", "marker": "-", "list_id": "L6", "level": 0, "reading_order": 2 }, { "page": 6, "type": "LIST_ITEM", "location": { "l": 293.76, "t": 576.72, "r": 561.12, "b": 544.8 }, "text": "User can edit or delete by selecting the pencil icon or trashcan)", "marker": "-", "list_id": "L6", "level": 0, "reading_order": 3 }, { "page": 6, "type": "LIST_ITEM", "location": { "l": 84.96, "t": 468.72, "r": 539.28, "b": 440.88 }, "text": "12. For new addresses, users will enter the following information for 'Leaves From' and 'Goes To'", "list_id": "L6", "level": 0, "items": [ { "page": 6, "type": "LIST_ITEM", "location": { "l": 120, "t": 438.48, "r": 196.32, "b": 425.76 }, "text": "Description", "marker": "o", "list_id": "L6", "level": 1, "reading_order": 0 }, { "page": 6, "type": "LIST_ITEM", "location": { "l": 120.24, "t": 423.36, "r": 171.12, "b": 411.36 }, "text": "Street", "marker": "o", "list_id": "L6", "level": 1, "reading_order": 1 }, { "page": 6, "type": "LIST_ITEM", "location": { "l": 120.24, "t": 408.48, "r": 159.6, "b": 396.72 }, "text": "City", "marker": "o", "list_id": "L6", "level": 1, "reading_order": 2 }, { "page": 6, "type": "LIST_ITEM", "location": { "l": 120.24, "t": 393.84, "r": 166.32, "b": 382.56 }, "text": "State", "marker": "o", "list_id": "L6", "level": 1, "reading_order": 3 }, { "page": 6, "type": "LIST_ITEM", "location": { "l": 120.24, "t": 379.44, "r": 155.52, "b": 366.72 }, "text": "Zip", "marker": "o", "list_id": "L6", "level": 1, "reading_order": 4 } ], "reading_order": 4 }, { "page": 6, "type": "TITLE", "location": { "l": 148.08, "t": 350.88, "r": 464.16, "b": 336.72 }, "text": "Please Note: Start/Stop Times are not required for mileage entry", "reading_order": 5, "level": 4 }, { "page": 6, "type": "FIGURE", "location": { "l": 42.72, "t": 321.6, "r": 579.6, "b": 40.56 }, "text": "", "reading_order": 6 } ] }, { "page": 7, "items": [ { "page": 7, "type": "LIST_ITEM", "location": { "l": 77.52, "t": 770.16, "r": 350.16, "b": 755.52 }, "text": "13. Select 'Done' to save address to individual trip entry", "list_id": "L7", "level": 0, "reading_order": 0 }, { "page": 7, "type": "FIGURE", "location": { "l": 48.48, "t": 750.24, "r": 599.04, "b": 62.88 }, "text": "", "reading_order": 1 }, { "page": 7, "type": "LIST_ITEM", "location": { "l": 298.8, "t": 567.6, "r": 582.72, "b": 538.56 }, "text": "To capture 'Current Location' users can select 'Current Location' (upper left-hand side of screen)\n- To 'Search Location' users can select 'Search Location' (upper right-hand side of screen)", "marker": "•", "list_id": "L8", "level": 0, "reading_order": 2 }, { "page": 7, "type": "LIST_ITEM", "location": { "l": 300, "t": 538.32, "r": 584.4, "b": 506.88 }, "text": "To ‘Search Location’ users can select ‘Search Location’ (upper right-hand side of screen)", "marker": "•", "list_id": "L8", "level": 0, "reading_order": 3 }, { "page": 7, "type": "TEXT", "location": { "l": 317.52, "t": 495.6, "r": 589.68, "b": 435.6 }, "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", "reading_order": 4 }, { "page": 7, "type": "TITLE", "location": { "l": 48.24, "t": 93.36, "r": 228.72, "b": 79.92 }, "text": "Add to Favorites-Locations List Note:", "reading_order": 5, "level": 4 }, { "page": 7, "type": "LIST_ITEM", "location": { "l": 65.52, "t": 78.72, "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)", "marker": "•", "list_id": "L9", "level": 0, "reading_order": 6 } ] }, { "page": 8, "items": [ { "page": 8, "type": "LIST_ITEM", "location": { "l": 76.8, "t": 758.88, "r": 400.32, "b": 744 }, "text": "Verify number of miles traveled under 'Miles' and 'Total Miles'", "marker": "14.", "list_id": "L10", "level": 0, "reading_order": 0 }, { "page": 8, "type": "LIST_ITEM", "location": { "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.", "list_id": "L10", "level": 0, "reading_order": 1 }, { "page": 8, "type": "LIST_ITEM", "location": { "l": 76.56, "t": 705.36, "r": 360.72, "b": 690.96 }, "text": "Reimbursement amount will calculate under 'Amount'", "marker": "16.", "list_id": "L10", "level": 0, "reading_order": 2 }, { "page": 8, "type": "LIST_ITEM", "location": { "l": 76.8, "t": 678.96, "r": 302.4, "b": 664.32 }, "text": "Enter note on visit under 'Purpose of Visit'", "marker": "17.", "list_id": "L10", "level": 0, "reading_order": 3 }, { "page": 8, "type": "LIST_ITEM", "location": { "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.", "list_id": "L10", "level": 0, "reading_order": 4 }, { "page": 8, "type": "LIST_ITEM", "location": { "l": 77.04, "t": 610.56, "r": 269.04, "b": 595.68 }, "text": "Select 'Done' to save mileage entry", "marker": "19.", "list_id": "L10", "level": 0, "reading_order": 5 }, { "page": 8, "type": "FIGURE", "location": { "l": 20.16, "t": 564.48, "r": 612, "b": 21.12 }, "text": "", "reading_order": 6 }, { "page": 8, "type": "TEXT", "location": { "l": 381.36, "t": 553.92, "r": 560.4, "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)", "reading_order": 7 } ] }, { "page": 9, "items": [ { "page": 9, "type": "TEXT", "location": { "l": 60.72, "t": 750.24, "r": 559.68, "b": 735.36 }, "text": "20. To save trips list entered select 'Add To Invoice' (purple button at the top right-hand side of screen)", "reading_order": 0 }, { "page": 9, "type": "FIGURE", "location": { "l": 73.92, "t": 704.64, "r": 567.6, "b": 473.76 }, "text": "", "reading_order": 1 }, { "page": 9, "type": "TEXT", "location": { "l": 420.24, "t": 686.88, "r": 568.32, "b": 613.68 }, "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)", "reading_order": 2 }, { "page": 9, "type": "LIST_ITEM", "location": { "l": 85.92, "t": 443.76, "r": 565.2, "b": 428.16 }, "text": "To edit 'Trip Details': select purple arrow on specific trip >", "marker": "•", "list_id": "L11", "level": 0, "reading_order": 3 }, { "page": 9, "type": "LIST_ITEM", "location": { "l": 86.4, "t": 425.28, "r": 567.84, "b": 396.48 }, "text": "To delete 'Trip Details': select purple trashcan icon on specific trip; select 'Delete Invoice' to permanently delete", "marker": "•", "list_id": "L11", "level": 0, "reading_order": 4 }, { "page": 9, "type": "LIST_ITEM", "location": { "l": 27.36, "t": 386.4, "r": 570.72, "b": 358.8 }, "text": "Enter the invoice description if not pre-populated (invoice will indicate mileage amount and reimbursement amount to be submitted)", "marker": "22.", "list_id": "L11", "level": 0, "reading_order": 5 }, { "page": 9, "type": "LIST_ITEM", "location": { "l": 28.32, "t": 357.36, "r": 587.76, "b": 342.24 }, "text": "Once all fields are entered select the purple 'Save' button (upper right-hand side of screen) once all information", "marker": "23.", "list_id": "L11", "level": 0, "reading_order": 6 }, { "page": 9, "type": "FIGURE", "location": { "l": 212.4, "t": 337.44, "r": 400.08, "b": 27.84 }, "text": "", "reading_order": 7 } ] }, { "page": 10, "items": [ { "page": 10, "type": "LIST_ITEM", "location": { "l": 76.56, "t": 732.96, "r": 449.52, "b": 718.32 }, "text": "Attention screen will indicate mileage was saved successfully; Select 'OK'", "marker": "24.", "list_id": "L11", "level": 0, "reading_order": 0 }, { "page": 10, "type": "LIST_ITEM", "location": { "l": 76.56, "t": 703.68, "r": 438.24, "b": 688.56 }, "text": "Invoice will populate in the app as ‘Submitted’ under the ‘View’ option", "marker": "25.", "list_id": "L11", "level": 0, "reading_order": 1 }, { "page": 10, "type": "FIGURE", "location": { "l": 62.4, "t": 676.56, "r": 550.08, "b": 425.52 }, "text": "", "reading_order": 2 }, { "page": 10, "type": "TEXT", "location": { "l": 83.76, "t": 565.92, "r": 219.84, "b": 527.28 }, "text": "Receipt\nReceipt saved successfully with 0 attachments", "reading_order": 3 }, { "page": 10, "type": "LIST_ITEM", "location": { "l": 86.4, "t": 392.4, "r": 514.08, "b": 363.84 }, "text": "To delete: select purple dropdown icon on specific invoice; select 'Delete Invoice' to permanently delete", "marker": "•", "list_id": "L12", "level": 0, "reading_order": 4 }, { "page": 10, "type": "FIGURE", "location": { "l": 518.16, "t": 385.44, "r": 567.84, "b": 357.12 }, "text": "", "reading_order": 5 }, { "page": 10, "type": "LIST_ITEM", "location": { "l": 87.84, "t": 362.64, "r": 486.72, "b": 334.56 }, "text": "To copy: select purple dropdown icon on specific invoice; select 'Copy invoice' and select Yes, to copy\n- To edit: select purple arrow on specific invoice", "marker": "•", "list_id": "L13", "level": 0, "reading_order": 6 }, { "page": 10, "type": "LIST_ITEM", "location": { "l": 87.36, "t": 334.32, "r": 545.52, "b": 318.48 }, "text": "To edit: select purple arrow on specific invoice", "marker": "•", "list_id": "L13", "level": 0, "reading_order": 7 }, { "page": 10, "type": "FIGURE", "location": { "l": 65.04, "t": 272.88, "r": 570.72, "b": 127.2 }, "text": "", "reading_order": 8 } ] }, { "page": 11, "items": [ { "page": 11, "type": "TITLE", "location": { "l": 27.36, "t": 763.68, "r": 584.16, "b": 722.64 }, "text": "Other Than Personal Services (OTPS) Transportation Reimbursement Steps\neVeroPortal Website", "reading_order": 0, "level": 3 }, { "page": 11, "type": "FIGURE", "location": { "l": 34.8, "t": 690.72, "r": 580.32, "b": 521.04 }, "text": "", "reading_order": 1 }, { "page": 11, "type": "LIST_ITEM", "location": { "l": 90.24, "t": 675.12, "r": 352.08, "b": 633.6 }, "text": "Log into eVeroPortal at signin.evero.com\n*Username and Password selected by user\n2. Select 'Sign In'", "marker": "1.", "list_id": "L14", "level": 0, "reading_order": 2 }, { "page": 11, "type": "LIST_ITEM", "location": { "l": 36.48, "t": 613.68, "r": 265.44, "b": 521.04 }, "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", "list_id": "L14", "level": 0, "items": [ { "page": 11, "type": "LIST_ITEM", "location": { "l": 89.52, "t": 499.2, "r": 431.28, "b": 485.04 }, "text": "Once signed in, the user will be shown the account summary page", "marker": "3.", "list_id": "L14", "level": 1, "reading_order": 0 } ], "reading_order": 3 }, { "page": 11, "type": "TEXT", "location": { "l": 67.44, "t": 475.44, "r": 189.84, "b": 460.56 }, "text": "myCarePortal™ Powered by eVero", "reading_order": 4 }, { "page": 11, "type": "TEXT", "location": { "l": 378.96, "t": 471.12, "r": 496.08, "b": 462.24 }, "text": "Switch Individual Agency Protocol arep", "reading_order": 5 }, { "page": 11, "type": "FIGURE", "location": { "l": 29.04, "t": 467.04, "r": 541.92, "b": 6.72 }, "text": "", "reading_order": 6 }, { "page": 11, "type": "FIGURE", "location": { "l": 69.36, "t": 457.44, "r": 496.32, "b": 291.6 }, "text": "", "reading_order": 7 }, { "page": 11, "type": "LIST_ITEM", "location": { "l": 88.8, "t": 265.92, "r": 480.96, "b": 236.4 }, "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", "list_id": "L15", "level": 0, "reading_order": 8 }, { "page": 11, "type": "TEXT", "location": { "l": 357.36, "t": 219.12, "r": 422.16, "b": 205.92 }, "text": "Dashboard", "reading_order": 9 }, { "page": 11, "type": "TITLE", "location": { "l": 53.28, "t": 192, "r": 273.12, "b": 165.6 }, "text": "myCarePortal™ Powered by eVero", "reading_order": 10, "level": 2 }, { "page": 11, "type": "TEXT", "location": { "l": 356.4, "t": 191.76, "r": 405.12, "b": 173.76 }, "text": "SDS", "reading_order": 11 }, { "page": 11, "type": "TEXT", "location": { "l": 357.6, "t": 162, "r": 439.92, "b": 147.6 }, "text": "SDS Summary", "reading_order": 12 }, { "page": 11, "type": "TEXT", "location": { "l": 357.12, "t": 133.44, "r": 419.52, "b": 118.56 }, "text": "$ Payments", "reading_order": 13 }, { "page": 11, "type": "TEXT", "location": { "l": 354.96, "t": 105.6, "r": 410.16, "b": 88.32 }, "text": "Invoice", "reading_order": 14 }, { "page": 11, "type": "TEXT", "location": { "l": 63.36, "t": 96, "r": 121.92, "b": 81.84 }, "text": "Attendance", "reading_order": 15 }, { "page": 11, "type": "TEXT", "location": { "l": 357.36, "t": 75.12, "r": 420.96, "b": 60.96 }, "text": "Daily Note", "reading_order": 16 }, { "page": 11, "type": "TEXT", "location": { "l": 66.48, "t": 66.48, "r": 153.12, "b": 52.08 }, "text": "< September 2025", "reading_order": 17 }, { "page": 11, "type": "TEXT", "location": { "l": 253.44, "t": 64.08, "r": 287.52, "b": 52.32 }, "text": "Actions", "reading_order": 18 } ] }, { "page": 12, "items": [ { "page": 12, "type": "LIST_ITEM", "location": { "l": 90.24, "t": 719.52, "r": 457.92, "b": 704.4 }, "text": "6. Select the 'Orange Plus Sign' (top right-hand corner) under 'Invoice List'", "marker": "6.", "list_id": "L16", "level": 0, "reading_order": 0 }, { "page": 12, "type": "FIGURE", "location": { "l": 42, "t": 695.04, "r": 568.08, "b": 626.4 }, "text": "", "reading_order": 1 }, { "page": 12, "type": "LIST_ITEM", "location": { "l": 89.76, "t": 616.8, "r": 533.04, "b": 588 }, "text": "7. Select the Program: SDS- Other than Personal Service Items and the Category: Personal Use Transportation", "marker": "7.", "list_id": "L17", "level": 0, "reading_order": 2 }, { "page": 12, "type": "TEXT", "location": { "l": 68.88, "t": 572.88, "r": 540.96, "b": 533.52 }, "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", "reading_order": 3 }, { "page": 12, "type": "FIGURE", "location": { "l": 116.88, "t": 534.48, "r": 491.76, "b": 417.6 }, "text": "", "reading_order": 4 }, { "page": 12, "type": "LIST_ITEM", "location": { "l": 89.76, "t": 386.88, "r": 449.28, "b": 372.96 }, "text": "Enter the following information for OTPS Personal Use Transportation", "marker": "8.", "list_id": "L18", "level": 0, "items": [ { "page": 12, "type": "LIST_ITEM", "location": { "l": 125.76, "t": 372, "r": 465.36, "b": 358.32 }, "text": "Date of Service (if entering multiple dates use last date of service)", "marker": "o", "list_id": "L18", "level": 1, "reading_order": 0 }, { "page": 12, "type": "LIST_ITEM", "location": { "l": 126.72, "t": 357.12, "r": 396.96, "b": 343.92 }, "text": "Program: SDS- Other Than Personal Services (OTPS)", "marker": "o", "list_id": "L18", "level": 1, "reading_order": 1 }, { "page": 12, "type": "LIST_ITEM", "location": { "l": 126.72, "t": 342.48, "r": 336, "b": 329.28 }, "text": "Category: Personal Use Transportation", "marker": "o", "list_id": "L18", "level": 1, "reading_order": 2 }, { "page": 12, "type": "LIST_ITEM", "location": { "l": 126.96, "t": 328.08, "r": 362.88, "b": 313.68 }, "text": "Paid To: (person requesting reimbursement)", "marker": "o", "list_id": "L18", "level": 1, "reading_order": 3 } ], "reading_order": 5 }, { "page": 12, "type": "LIST_ITEM", "location": { "l": 90, "t": 298.8, "r": 382.56, "b": 284.64 }, "text": "Select orange 'Add Trips' button to enter transportation", "marker": "9.", "list_id": "L18", "level": 0, "reading_order": 6 }, { "page": 12, "type": "FIGURE", "location": { "l": 75.36, "t": 259.68, "r": 501.84, "b": 45.84 }, "text": "", "reading_order": 7 } ] }, { "page": 13, "items": [ { "page": 13, "type": "LIST_ITEM", "location": { "l": 90.48, "t": 719.04, "r": 349.44, "b": 705.6 }, "text": "10. Enter the following information in Trips Window:", "list_id": "L19", "level": 0, "items": [ { "page": 13, "type": "LIST_ITEM", "location": { "l": 108.48, "t": 703.68, "r": 204.24, "b": 691.44 }, "text": "Date of Service", "marker": "o", "list_id": "L19", "level": 1, "reading_order": 0 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 108, "t": 690, "r": 457.92, "b": 675.6 }, "text": "Paid To: (auto-populates to the person selected for reimbursement)", "marker": "o", "list_id": "L19", "level": 1, "reading_order": 1 } ], "reading_order": 0 }, { "page": 13, "type": "TEXT", "location": { "l": 108.48, "t": 674.88, "r": 247.2, "b": 661.68 }, "text": "○ 'Trip From' and 'Trip To'", "reading_order": 1 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 163.68, "t": 659.52, "r": 290.88, "b": 646.56 }, "text": "Leaves From/Goes To", "marker": "•", "list_id": "L20", "level": 0, "reading_order": 2 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 164.16, "t": 643.68, "r": 216, "b": 632.16 }, "text": "Street", "marker": "•", "list_id": "L20", "level": 0, "reading_order": 3 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 164.16, "t": 628.56, "r": 205.68, "b": 616.08 }, "text": "City", "marker": "•", "list_id": "L20", "level": 0, "reading_order": 4 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 164.16, "t": 612.96, "r": 211.92, "b": 601.2 }, "text": "State", "marker": "•", "list_id": "L20", "level": 0, "reading_order": 5 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 163.68, "t": 597.84, "r": 201.6, "b": 585.6 }, "text": "Zip", "marker": "•", "list_id": "L20", "level": 0, "reading_order": 6 }, { "page": 13, "type": "TEXT", "location": { "l": 107.52, "t": 584.16, "r": 463.44, "b": 570.48 }, "text": "○ 'Purpose of the Trip' will require a brief description of the trip details", "reading_order": 7 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 108.24, "t": 568.8, "r": 371.52, "b": 555.84 }, "text": "Miles (auto-populates based on verified adresses)", "marker": "o", "list_id": "L21", "level": 0, "reading_order": 8 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 108.72, "t": 554.16, "r": 499.44, "b": 540.72 }, "text": "Amount (auto-populates when miles are calculated using verified addresses)", "marker": "o", "list_id": "L21", "level": 0, "reading_order": 9 }, { "page": 13, "type": "FIGURE", "location": { "l": 38.64, "t": 526.56, "r": 570.72, "b": 156.96 }, "text": "", "reading_order": 10 }, { "page": 13, "type": "TEXT", "location": { "l": 69.36, "t": 158.88, "r": 258.48, "b": 145.44 }, "text": "Round Trip and Toll/Parking Fee Note:", "reading_order": 11 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 86.64, "t": 144.24, "r": 540.96, "b": 113.76 }, "text": "Round Trip is only used for traveling from point A to point B and back to point A (no other stops taken in between)", "marker": "-", "list_id": "L22", "level": 0, "reading_order": 12 }, { "page": 13, "type": "LIST_ITEM", "location": { "l": 85.92, "t": 110.88, "r": 528.72, "b": 79.92 }, "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)", "marker": "-", "list_id": "L22", "level": 0, "reading_order": 13 }, { "page": 13, "type": "FIGURE", "location": { "l": 200.4, "t": 51.6, "r": 405.84, "b": 31.44 }, "text": "", "reading_order": 14 }, { "page": 13, "type": "TEXT", "location": { "l": 201.36, "t": 48.48, "r": 270.48, "b": 34.8 }, "text": "Toll/Parking Fee", "reading_order": 15 } ] }, { "page": 14, "items": [ { "page": 14, "type": "LIST_ITEM", "location": { "l": 90.48, "t": 719.04, "r": 526.08, "b": 689.52 }, "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)", "marker": "11.", "list_id": "L23", "level": 0, "reading_order": 0 }, { "page": 14, "type": "FIGURE", "location": { "l": 137.76, "t": 682.56, "r": 544.32, "b": 574.8 }, "text": "", "reading_order": 1 }, { "page": 14, "type": "LIST_ITEM", "location": { "l": 90.24, "t": 542.88, "r": 492.48, "b": 528.24 }, "text": "12. To enter a new location, select 'Enter Location' toggle and type address details", "marker": "12.", "list_id": "L24", "level": 0, "reading_order": 2 }, { "page": 14, "type": "FIGURE", "location": { "l": 124.8, "t": 511.92, "r": 487.68, "b": 390.96 }, "text": "", "reading_order": 3 }, { "page": 14, "type": "TEXT", "location": { "l": 79.44, "t": 363.12, "r": 532.56, "b": 318.72 }, "text": "Note: To save an address under a nickname, enter the location first, then rename the ‘Leaves From’ tab to the preferred nickname, and save as a favorite address by clicking the grey star icon. These will be saved under “Favorite Address”", "reading_order": 4 }, { "page": 14, "type": "FIGURE", "location": { "l": 55.92, "t": 292.32, "r": 572.88, "b": 154.8 }, "text": "", "reading_order": 5 }, { "page": 14, "type": "FIGURE", "location": { "l": 73.44, "t": 123.6, "r": 543.12, "b": 12.24 }, "text": "", "reading_order": 6 }, { "page": 14, "type": "TEXT", "location": { "l": 500.4, "t": 10.8, "r": 541.44, "b": 0.96 }, "text": "R. Oct-26", "reading_order": 7 } ] }, { "page": 15, "items": [ { "page": 15, "type": "LIST_ITEM", "location": { "l": 90.24, "t": 704.4, "r": 538.08, "b": 675.36 }, "text": "13. 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NameStreetCityStateZip
Average Household4227 Route 50Saratoga SpringsNY12866
108 Avenue of the Pines, Saratoga Springs, NY 1286108 Avenue of the PinesSaratoga SpringsNY12866
Aviation Mall RdAviation Mall RdQueensburyNY12804
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will populate under 'Trip List'", "marker": "16.", "list_id": "L26", "level": 0, "reading_order": 13 }, { "page": 15, "type": "FIGURE", "location": { "l": 48.24, "t": 102.96, "r": 106.32, "b": 88.56 }, "text": "", "reading_order": 14 }, { "page": 15, "type": "TEXT", "location": { "l": 60.48, "t": 101.28, "r": 89.52, "b": 89.76 }, "text": "Trip List", "reading_order": 15 }, { "page": 15, "type": "TEXT", "location": { "l": 45.6, "t": 86.16, "r": 564, "b": 54.72 }, "text": "Transportation Date Miles Amount Toll/Parking Fee Trip From Trip To Purpose of the trip", "reading_order": 16 }, { "page": 15, "type": "TEXT", "location": { "l": 45.6, "t": 54.72, "r": 564, "b": 23.28 }, "text": "01/15/2025 7.5 $5.25 $0.00 4227 NY-50 Saratoga Springs, NY 12866 108 Avenue of the Pines, Saratoga Springs, NY 12866, USA jazz concert at SPAC", "reading_order": 17 } ] }, { "page": 16, "items": [ { "page": 16, "type": "LIST_ITEM", "location": { "l": 91.2, "t": 719.04, "r": 485.76, "b": 704.4 }, "text": "17. Select orange 'Close' button once all trips are entered and saved in 'Trips List'", "marker": "17.", "list_id": "L26", "level": 0, "reading_order": 0 }, { "page": 16, "type": "TITLE", "location": { "l": 278.16, "t": 685.68, "r": 323.28, "b": 671.76 }, "text": "Close", "reading_order": 1, "level": 4 }, { "page": 16, "type": "LIST_ITEM", "location": { "l": 91.2, "t": 645.6, "r": 514.56, "b": 617.28 }, "text": "18. Mileage, amount and description will auto-populate into original invoice for all trips entered and saved", "marker": "18.", "list_id": "L27", "level": 0, "reading_order": 2 }, { "page": 16, "type": "FIGURE", "location": { "l": 126.48, "t": 593.76, "r": 465.36, "b": 456.24 }, "text": "", "reading_order": 3 }, { "page": 16, "type": "LIST_ITEM", "location": { "l": 91.92, "t": 382.32, "r": 535.68, "b": 352.8 }, "text": "19. Once all fields are entered select the orange 'Save' button (bottom right-hand corner of window)", "marker": "19.", "list_id": "L28", "level": 0, "reading_order": 4 }, { "page": 16, "type": "FIGURE", "location": { "l": 184.56, "t": 335.28, "r": 452.16, "b": 135.84 }, "text": "", "reading_order": 5 } ] }, { "page": 17, "items": [ { "page": 17, "type": "LIST_ITEM", "location": { "l": 91.2, "t": 704.16, "r": 318.96, "b": 690.72 }, "text": "20. Saved invoices will populate as ‘Submitted’", "list_id": "L29", "level": 0, "reading_order": 0 }, { "page": 17, "type": "TEXT", "location": { "l": 83.28, "t": 668.4, "r": 262.32, "b": 572.64 }, "text": "Date Service\nOccurred/Will\nOccur: 10/01/2025\nProgram: SDS-Oth\nCategory: Personal Use Transportation 76.71%\nPaid to: Jones, Joseph-Test\nService/Class provided by:\nService/Class Name:\nMileage: 8.2\nDescription: Description is listed within the trip entry\nView Trips Amount: $5.74", "reading_order": 1 }, { "page": 17, "type": "FIGURE", "location": { "l": 83.52, "t": 667.92, "r": 551.52, "b": 471.6 }, "text": "", "reading_order": 2 }, { "page": 17, "type": "LIST_ITEM", "location": { "l": 86.88, "t": 498.72, "r": 242.16, "b": 484.32 }, "text": "To edit select orange pencil", "marker": "•", "list_id": "L30", "level": 0, "reading_order": 3 }, { "page": 17, "type": "FIGURE", "location": { "l": 316.08, "t": 471.6, "r": 325.44, "b": 462.24 }, "text": "", "reading_order": 4 }, { "page": 17, "type": "LIST_ITEM", "location": { "l": 87.12, "t": 468.72, "r": 266.4, "b": 454.08 }, "text": "To copy invoice, select copy icon", "marker": "•", "list_id": "L31", "level": 0, "reading_order": 5 }, { "page": 17, "type": "FIGURE", "location": { "l": 278.64, "t": 469.44, "r": 294.72, "b": 453.36 }, "text": "", "reading_order": 6 }, { "page": 17, "type": "LIST_ITEM", "location": { "l": 87.36, "t": 438.48, "r": 266.64, "b": 424.8 }, "text": "To delete select orange trashcan", "marker": "•", "list_id": "L32", "level": 0, "reading_order": 7 }, { "page": 17, "type": "FIGURE", "location": { "l": 281.76, "t": 440.4, "r": 294, "b": 426 }, "text": "", "reading_order": 8 } ] } ]