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How to Enter a Student or Employee ID
How to Enter a Student or Employee ID
Updated over 4 months ago

If your district requires a Student and/or Employee ID for Medicaid Billing, you can easily add this info into your Toolkit account. Both of these fields will auto populate to the 'Billing Export' report for Medicaid billing!

To add Student ID numbers, follow these steps:

  1. If you've already added your caseload, you can manually add Student ID numbers by clicking on the Caseload tab, finding the 'Student ID' column, and adding each Student ID number.
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  2. If you don't see this field listed in your Caseload tab, click on the 'Actions' button at the top of the page, choose 'Customize Caseload Fields', and then check the box beside 'Student ID'.

  3. If you haven't added your caseload yet, you can include Student ID numbers in your .csv file, and the Caseload Importer feature will import those numbers for your entire caseload!

To add an Employee ID number, follow these steps:

  1. Go to your account profile by clicking on the 'person' icon in the top right corner of your screen.

  2. Find the 'Employee ID' field and click 'Edit'.

  3. Enter your district issued Employee ID number and then click 'Save'.

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