Managing Billing and Visit Maintenance Exceptions

Managing Exceptions: Billing and Visit Maintenance Exceptions 
In Sandata EVV, there are two types of exceptions that you will encounter.
Visit Maintenance exceptions, and Billing exceptions. Here is a quick video on how to view Billing exceptions. 

All Visit Maintenance exceptions must be resolved. Once visits have a verified status, you will see these visits in the Billing module. These visits can now be added to a batch to be processed for payment.

Here are a few examples of Visit Maintenance exceptions that need to be resolved. Remember, our goal is to ensure all visits are verified and free of exceptions. 
 

Visit Maintenance Exceptions	Description
Missing Client	There is no Client associated with the visit.
Missing Employee	There is no Employee record associated with the visit.
Missing Date of Service	The date of the service of the visit needs to be updated on the visit record.
Missing Time of Service	The time of the service of the visit needs to be updated on the visit record.
Missing Type of Service	There is no service on the visit

Here are a few examples of Billing exceptions that need to be resolved.  

Billing Exceptio

Billing Exceptions	Description
Client Date of Birth	There is no Date of Birth on the Client profile. Update the Client profile in Visit Maintenance.
No authorization match	The authorization information in the Client profile needs to be added or updated.
Missing Diagnosis code	The diagnosis code in the Client profile needs to be added.

For Billing exceptions, many can be resolved in the Client profile, under the Program tab.