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

Billing Module

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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
  • Voiding Individual Line Items
  • Transferring a Balance
  • Voiding an Invoice
  • Adding a Payment to an Account
  • Voiding a Payment on an Account
  • View a Client's Profile
  • View an Invoice
  • View an OASIS Assessment
  • Performing a Write Off from Manual Remittance
  • Adding a Master Rate
  • Editing a Master Rate
  • Removing a Master Rate
  • Preview and Saving a Detail Version of the Revenue General Ledger Export
  • Preview and Saving a Detail Version of the Cash General Ledger Export
  • Exporting a Summary Version of the Revenue General Ledger
  • Exporting a Summary Version of the Cash General Ledger
  • Posting an Adjustment from the Balance Adjustment Screen
  • Reviewing an Adjustment
  • Rollback Resubmission Process
  • Set to 05 Billable Resubmission
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