Billing Entry - Service Providers as EI Broker Employees

1. Purpose: When entering billing for a Service Provider who is an EI Broker Employee:

2. The CCB Employee checkbox is checked on the associated EI CCB Staff Object, found under Related tab of that Service Provider’s contact

3. Date of Session Activity (from Activity) is within CCB Employee Start/End Date

4. Enter units and rates as for any other Activity.

The data system will retain the Rate (Hourly) or Amount (if flat fee) and automatically calculate the Total Amount to $0.00 for Direct Service Activities.

Note: Correct amount will retain for Trust Program Activities and NOT bill $0.00 to the Trust