Sandata EVV with Scheduling and Billing
This channel includes all the features of how to use Sandata EVV with Scheduling and Billing
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Welcome
Video Library Introduction
Channel 1: System Overview
1. Initial Login Process
Channel 2: Security and User Management
1. Security Overview
2. Manage Users Screen
3. Create User
4. Modify User
5. User Account Lock/Unlock
6. Delete User
7. Create User Role
8. Modify User Role
9. Delete User Role
10. Security - Change Password
Channel 3: Adding Clients and Client Maintenance
1. Searching for a Client
2. Creating a Client
3. Adding a Client and Authorization
4. Modifying a Client's Record
5. Adding a New Program to a Client
6. Setting up a Contingency Plan
7. Adding a Designee
8. Discharging a Client
9. Reactivating a Client
Channel 4: Adding Employees and Employee Maintenance
1. Searching for an Employee
2. Creating an Employee
3. Modifying an Employee's Record
4. Deactivating an Employee
5. Reactivating an Employee
Channel 5: Scheduling
1. Creating a Schedule for a Single Day
2. Creating Schedules for Multiple Days
3. Rescheduling a Visit
4. Cancelling a Visit
5. Remove or Replace an Employee on a Schedule
6. Creating a Recurring Schedule Template
7. Copying a Recurring Schedule Template
8. Generating Recurring Schedule Templates
9. Creating a Schedule Request
10. Requesting a Schedule Change
Channel 6: Authorizations
1. Searching for an Authorization
2. Creating an Authorization
3. Updating an Authorization
4. Viewing an Authorization
Channel 7: Alert Settings
1. Setup Holidays
2. Setup Work Schedules
3. Setup a User or Supervisor to Receive Alerts
Channel 8: Visit Maintenance
1. Visit Maintenance - Filter and Sort
2. Visit Review Grid
3. Visit Details Screen
4. Acknowledging Exceptions
5. Unknown Client Exceptions
6. Unknown Employee Exceptions
7. Unauthorized Service Exceptions
8. Missing Service Exceptions
9. Missing Call In/Call Out Exceptions
10. Unscheduled Visit Exceptions
11. No Show Exceptions
12. Unmatched Payroll and Scheduled Hours Exceptions
13. Entering Adjusted Times
14. Create Call
15. Merge Calls
16. Member Visit Approval
17. Searching for Group Visits
18. Creating a Group Visit Manually in EVV
19. Adding a Group Visit Code
Channel 9: Plan of Care
1. Searching for a Plan of Care
2. Creating a New Plan of Care
3. Updating a Plan of Care
4. Viewing a Plan of Care
5. Closing a Plan of Care
Channel 10: Billing
1. Investigating Items Not OK to Bill
2. Editing Bill Rates
3. Cloning Bill Rates
4. Creating an Invoice
5. Creating a PDF Invoice
6. Updating a Client's DOB for Billing
7. Submitting an Invoice
8. Reviewing Submitted Billing Exports
9. Resubmitting a Rejected Invoice
10. Resubmitting an Invoice due to an Incorrect HCPCS Code, Modifier, or Rev Code
11. Resubmitting an Invoice due to Incorrect Authorization Number
12. Resubmitting an Invoice due to Incorrect Demographic Data
Channel 11: Reports
1. Running Reports
2. Active Clients Report
3. Active Employees Report
4. Call Listing Report
5. Call Summary Report
6. Visit Listing Report
7. Client Visit Summary Report
8. Summary Visit Status Report
9. Time Sheet Report
10. Visit Verification Report
11. Visit Verification Activity Summary Report
12. Visit Log Report
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3:21
Sandata EVV with Scheduling & Billing (NEW)
