Re-Ranking Payers to Correctly Link Authorizations

Introduction

In the Sandata Electronic Visit Verification (EVV) system, multiple payers are listed according to the order they were added. This may mean that you will need to re-rank payers so that those with current authorizations are listed first. 

Correctly ranking current authorizations will allow visits to link correctly and be in a verified status to help avoid delays in payment. 

Re-Ranking Payers

1. Log into the Sandata EVV system using your credentials. 

2. Go to the Client module and select Client Management. 

3. You can search for the Client or Select the Client from the list.

4. Inside of the Client profile, select the Program tab. 

5. View the Authorizations section and identify the payer(s) with the current authorization dates. 

You may have multiple authorizations with the same date ranges. You will need to identify which authorization should be the primary authorization for ranking. 

6. In the Payers section, identify the payer that should be the primary authorization.

This payer will typically be Rank 2 or lower. 

7. To edit the ranking, select the pencil icon.


 

8. Select the drop down in the Rank box and choose "1.

Depending on your program's configurations, you may need to add the Client Payer ID.

You can add a Start Date and End Date if available. Be sure to align the date of the active authorization for the primary payer. For non-active payers, enter an End Date for at least one day prior to the Start Date of the primary payer.

After adding, select Save.

You will see a green box with a success message and your payers will appear with the new rankings.

Follow this process to re-rank any other Payers.