As of September 2025, the new look Billing Dashboard is now live in the Sandata EVV Billing module.
This dashboard provides a quick view of your account information in the Billing module.
Learn about the new features in the Billing Dashboard in this page.
Here is a peek at the new look: Color coded cards, and new visuals to help you find information more quickly.
Across the top of the Dashboard screen, you will find the top navigation bar designed to help you quickly jump into the various Billing areas.
Here is where each takes you:
Dashboard: Dashboard home screen.
Payer Settings: Displays all the Payers configured in the system. More details can be found below.
Visits: The total of billing items that have not been added to a batch before is displayed here.
Batches: Allows the user to browse through the list of multi-Payer billing item batches that have been created.
Claims: Displays the Claims page. The Claims grid is provided as quick access to any claim the agency has ever created, sent, or processed.
Claim Responses: This shows the incoming messages from Claims.
Reports: This brings you to the Billing exports/reports screen. From here you can choose from Visits Reports or Claims Reports.
Transactions: Displays the inbound and outbound transactions.
Payers Settings
Under Payers Settings, you will see a list of Payers that have been configured in the system.
You can configure billing rules for the Payers by selecting the Payer and choosing +Add Billing Rule.
These rules you create will help determine the billing date for this Payer. These are the areas you can configure:
Start date: select the calendar icon to select the start date from the calendar. You can use arrows to browse the calendar to display past and future dates.
Repeat Type: use the dropdown menu to select from Daily, Weekly, or Monthly
Every X days: type in the number of days the Payer should be billed or use up and down arrows to select the number of days. In this example, 7 was chosen.
End Rule: use the dropdown menu to schedule when this rule should end. You can choose from Never to keep the rule in place without an end date. On a certain Date, if you select this option, an end date box will appear for you to enter the date. The last option is after a certain number of occurrences; a box will appear to enter the occurrence number when this rule ends.
Be sure to select Submit to save the newly created billing rule.
This information is now displayed on the Dashboard for your quick reference.
Dashboard Settings
Use the Dashboard settings to configure the day ranges for aging buckets.
You can customize by adding more day ranges. Enter the number of the day range you would like to see displayed or use the arrows to select the number of days. Then select, Add Bucket.
As you add buckets, you will see a preview of the billing items in the day range. In this example, 1 day and 5 days have been added. Be sure to select Save Changes for any additional day ranges you add.
X12 File Upload
Use the Upload X12 File button to upload a remittance file to the system.
Date Range and Payer
You can select a date range and choose to only see information for a certain Payer or all Payers.
Dashboard Billing Tiles
Here is a summary of the Dashboard tiles:
Total Visits: Displays the total number of billable visits in your filtered range.
Ready-to-Bill Visits: Number of visits ready for billing (no exceptions, not batched) within the selected filters.
Visits with Billing Exceptions: Billable visits within the selected filters that have billing exceptions and are not in a batch.
Unsubmitted Visits in Batches: These visits are in a batch but remain unsubmitted. This displays the number of batches awaiting claim submission.
Rejected Claims: Claims rejected typically due to a technical issue.
Total Inbound Files: Total number of transaction files in the system.
Ready to Bill Visits – Aging Analysis
This area of the Dashboard displays the number of visits ready to bill. This is according to the date range and Payer filters you have selected.
Overdue Claims
On this chart, you will see the number of claims with no Payer response after being submitted. They are displayed by how many days have passed. You can see this information by count or by amount.
Claims By Status
This chart displays a view of all the current distribution of claims. It is categorized by processing status (Draft, Sent, To Review, Payment in Progress, Balanced, and Errored).
Ready to Bill Visits By Payer
In this area, you can view the number of visits ready to be billed (no exceptions, not a part of a batch) within the date range filter you selected. Use the dropdown menu to select a different Payer’s information to be displayed.
Upcoming Billing Days
Here you can view each Payer's next scheduled billing date and how many visits are currently ready to be billed for the visits not in a batch and without exceptions within the selected filters. Use the gear icon to set up billing days for each Payer.
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