Billing management database

Pride Vocational Services is a very small company that does vocational rehabilitation services for workers' compensation cases. I need to have a database designed and program written that allows me to track cases and automatically generate and send a PDF of the state-mandated billing form. I also need it to track bills that are sent and when payment is received. There are many other business processes that I would like to eventually automate/improve with software, so a good experience would likely lead to requests for phased expansion of the scope of the software in the future to include: - Generation of additional forms and letters - Support for online use of the software to allow a secretary to enter case information remotely - expansion to support cases in other fields closely related to vocational rehabilitation ## Deliverables Software must allow me to: - enter new case information - enter information about MCOs (the organizations that assign cases to me and pay me) - enter details of work that I do on each case - allow me to select a case and have a billing report generated (report format must very closely match the format of the state-mandated billing form) - generate a PDF of the completed billing form and email or fax it to the appropriate MCO based on MCO preference (if integrated faxing is a big problem, then print the form so I can fax it manually) - track which line items were billed and mark them as paid when a check is recieved - allow for partial payment of a bill and for re-billing of line items that were rejected Attached files show some samples of the current Excel sheet we use to handle biling. There is one set of blank forms, one set of forms that was filled out for one of our cases, and one page of the tracking sheet to keep track of what bills were sent and what bills have been paid. NOTE: the main form (C19) that this software needs to generate is included in the "blank billing [login to view URL]" file with lots of notes about where each piece of data comes from. Hopefully this will be very helpful to understand the requirements.