BILLING • STEP 3
Visit Review
Review completed visits, calls, GPS, corrections, units, and readiness before batch creation.
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
Visit Review is the final operational validation stage before an EVV Submission Batch is created. It combines Visit Maintenance, Individual readiness, DSP readiness, schedule data, actual calls, GPS, corrections, units, authorization, service, payer, and prior batching status.
Header Actions
| Action | Function |
|---|---|
| Prints the current Visit Review result. | |
| Export Report | Exports the authorized readiness report. |
| Refresh | Reloads visit and readiness data. |
Readiness Cards
Total Visits, Ready, Not Ready, Manual Corrections, and Already Batched provide an immediate operational picture. Manual Corrections identifies visits whose billing time or related EVV data has been adjusted by authorized office staff.
Filters
| Filter | Function |
|---|---|
| From / To | Selects the service-date range. |
| Individual / DSP | Limits results to a specific Individual or employee. |
| Service | Filters by service or procedure. |
| Readiness | Filters Ready, Not Ready, over schedule, under schedule, or other conditions. |
| Search | Searches by Individual, DSP, or Visit ID. |
| Reset to Current Week | Returns the date range to the current weekly review period. |
Batch Creation Controls
Only Ready visits that are not already batched or submitted can be selected. The page shows selected visit count, total units, and estimated amount. Print PROMISe Worksheet supports downstream Pennsylvania billing preparation. Create EVV Submission Batch groups eligible visits for Step 4.
Visit Maintenance Readiness Table
Each row compares schedule in/out and scheduled units with actual in/out, actual time, and billing units. Validation indicators confirm Individual, DSP, Visit, Calls/GPS, Correction, and Sequence readiness. Missing/Invalid explains exact exceptions such as over-schedule or under-schedule minutes. View opens details; Update opens the correction workflow.