VISIT MAINTENANCE • MULTI-SEGMENT BILLING
Merge Visit
Combine eligible completed visit segments for billing while preserving separate payroll and audit evidence.
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 Merge Visit tab supports a controlled handoff workflow when one service period contains multiple completed visit segments from different DSPs.
Detailed Functions
Review merge eligibility, reason, merged check-in and check-out, total minutes, total units, individual visit segments, primary segment, billing DSP, and merge reason. The design supports one billing record without erasing separate payroll segments.
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.