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  2. Product Help
  3. Sandata Agency Management
  4. Billing
  5. Billing Module

View a Client's Profile

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A Client’s Profile can be viewed by:

1. Navigate to the Episode Tracker screen.

Main Menu > Billing > Episode Tracker

2. Use the filters to locate the episode.

3. Right clicking on the episode.

4. Click View.

5. Click Client.

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  • Searching Billing Review
  • Using Navigate to: on the Billing Review Screen
  • Setting a Visit Status From Billing Review
  • Creating an Invoice
  • Changing an Invoice Status from Billing Review
  • Searching for an Invoice
  • Adding Supplemental Codes to an Invoice
  • Removing Supplemental Codes from an Invoice
  • Posting a Payment
  • Voiding a Payment

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