VISIT MAINTENANCE • BILLING DECISION
General Visit Review
Review scheduled and actual time, apply approved billing decisions, inspect readiness, and monitor Sandata status.
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 General tab is the primary visit-review workspace. It combines planned schedule information, actual Mobile EVV activity, billing-time selection, adjustment fields, audit information, readiness indicators, and Sandata transmission status.
Detailed Functions
Scheduled and actual time, visit source, billing status, review status, adjusted time, calculated units, reason, resolution code, readiness indicators, and Sandata transmission history are reviewed here. Saving the decision updates the active visit record used by Billing Visit 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.