What is the recommended setup strategy?
Implementation of BOCES Direct will take place after the district has been adequately trained with IEP Direct. Considering the necessity for extreme data integrity, the audience for BOCES Direct training should be small and supervisor level access should be limited to billing personnel. BOCES Direct implementation will cover the following topic areas:
Permissions: Setting up BOCES Direct User Permissions
Maintenance: Setup of all BOCES Direct Maintenance Screens
Assignments: Assigning Programs and Related Services
Billing Preview: Billing Preview
Processing of Billing: Process Billing