VISIT MAINTENANCE • VALIDATION CONTROL
Visit Exceptions
Review and resolve validation issues that may prevent a visit from becoming ready for billing, payroll, Sandata, or claims.
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 Exceptions tab lists validation results that require office attention.
Detailed Functions
Review the exception code, readable exception name, severity, status, validation message, source, and creation time. Examples include missing clock, unit variance, open visit, cancellation verification, authorization mismatch, GPS issue, and manual adjustment review.
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.