BILLING • EXECUTIVE READINESS
Billing Dashboard
Review Sandata readiness across Individuals, DSPs, Visits, batches, and Provider integration status.
Billing and EVV pages may contain PHI, Medicaid identifiers, employee identifiers, service information, visit dates, GPS evidence, claim-supporting data, and submission credentials. Screenshots in this public guide use redacted or demonstration information. Production access must be role-based, Provider-scoped, logged, and limited to the minimum information necessary.
True Care System has implemented the Sandata Alternate EVV workflow for Client, Employee, Visit, Call, correction, batching, transaction tracking, rejection review, and resubmission. The platform has completed the applicable Sandata testing and production-onboarding work for its certified payer program. Sandata certification is program-specific; availability in another state or payer program requires that program's registration, testing, approval, credentials, and current technical specifications.
True Care System sends required EVV data to the Sandata Aggregator. After accepted EVV submission, the Provider completes the Medicaid billing or claim workflow through the applicable state claims system, such as Pennsylvania PROMISe, unless the payer program specifies a different process.
Purpose
The Billing Dashboard is the executive and operational command center for Sandata EVV readiness. It summarizes whether the Provider, Individuals, DSPs, Visits, and submission batches are ready for production use.
Header Actions
| Action | Function |
|---|---|
| Opens a printable readiness snapshot for authorized operational or compliance review. | |
| Refresh Dashboard | Reloads readiness counts and Provider integration status from the current backend data. |
| Open Provider Setup | Opens Provider Setup when Production configuration requires review. |
Readiness and Submission Cards
| Card | Function |
|---|---|
| Individuals Not Ready | Counts Client records that do not yet satisfy required Sandata fields. |
| DSPs Not Ready | Counts Employee records that require correction before submission. |
| Visits Not Ready | Counts visits with missing calls, GPS, correction, authorization, unit, or other readiness issues. |
| Pending EVV Batches | Counts batches created and waiting for submission. |
| Submitted / Accepted / Rejected / Resubmitted | Shows the current transaction lifecycle across Sandata responses. |
Four-Stage Workflow
The workflow cards provide direct visibility into Individual Readiness, DSP Readiness, Visit Review, and Sandata Submission. Each card displays status, the ready count, and whether action is required.
Provider Sandata Status
The Provider status panel displays the active environment, Sandata enabled status, UAT configuration, Production configuration, Provider qualifier, Provider ID, last accepted submission, and last rejected submission. This makes integration readiness visible without exposing passwords.