VISIT MAINTENANCE • PAYER CONTROL
Authorization Information
Confirm that the visit is supported by an active authorization, correct service line, effective period, and available units.
Visit Maintenance may display PHI, workforce information, EVV evidence, GPS coordinates, billing data, authorization data, and audit history. Screenshots in this public guide use redacted or demonstration information. Certain validation logic, adjustment rules, Sandata workflows, billing controls, security rules, and internal automation are intentionally summarized and are trained directly for authorized Provider customers.
Purpose
The Authorization tab confirms that the visit is connected to an applicable payer authorization and service line.
Detailed Functions
Review authorization number, payer, program, service code, effective dates, maximum approved amount, used amount, remaining balance, and status. The system can compare the visit date, service, payer, program, and calculated units with the connected authorization.
Professional Controls
Only authorized Provider roles should review or change visit evidence.
Original evidence, adjustments, actors, timestamps, and connected status information support compliance review.
The tab supports connected scheduling, authorization, payroll, billing, Sandata, reporting, and claims workflows.