Sandata Agency Management 15-Service Detail Window

The General section of the Service Detail window displays the basic information and settings for a service.

Field	Description
ID	Use this field to enter the service identification code.
Name	Use this field to enter the service name.
External Description	Use this field to enter a short description of the service.
This Service is a Skilled Service	Select this checkbox to indicate that this is a skilled service.
This Service is a Therapy Service	Select this checkbox to indicate that this a therapy service.
This Service is Active	Select this checkbox to indicate that this service is active.
Home Delivered Meals	Select this checkbox to indicate that this service includes home delivered meals.
Use Schedule Proposed Times for Advanced Visit Processing	Select this checkbox to indicate that this service uses proposed times when processing before the visit occurs.
Allow Scheduling from Authorizations	Select this checkbox to indicate that this service can be scheduled from a Client’s authorization.
Lock Cancelled Visits	Select this checkbox to lock cancelled visits scheduled for this service.
Do not send alerts for this Service	Select this checkbox to not send an email alert for this service when a Caregiver is late to perform a visit.
Include in EVV Compliance Reporting	Select this checkbox to include this service in EVV Compliance Reporting.
Allow Supplies	Select this checkbox to indicate the service has associated supplies that may need to be used.
Default Bill Type	Use this dropdown to select the default billing type.
Default Pay Type	Use this dropdown to select the default payment type.
Third Party Service	Use this dropdown to select any associated third-party services.

Agency Costs Closed

The Agency Costs section displays the cost amount associated with performing the service during a visit. This can include costs incurred through supplies, mileage, or other fees.

This helps assist with overhead for the cost of different services.

Field	Description
Base	Use this field to enter the base cost of the service.
Total	Use this field to enter the total cost of the service.

Late/Missed Visit Handling Closed

The Late/Missed Visiting Handling section of the Service Detail window displays the settings for determining if a visit is being performed late or missed entirely.

Field	Description
Processing Type	Use this field to determine the processing type for a visit.
Late Threshold	Use this field to enter the time for a late visit.
Unit	Use this field to select the unit type for a late visit.
Missed Threshold	Use this field to enter the time for a missed visit.
Unit	Use this field to select the unit type for a missed visit.

Add a Late/Missed Visit Handling Line Closed

To add a line for Late/Missed Visit Handling processing:

Go to the Services window under Main Menu > Admin > System Setup > Services.
Double click on the service needing processing.
Select the Add icon.
Use the fields to enter the processing information.
Select the Save button.

Edit a Late/Missed Visit Handling Line Closed

To edit a line for a Late/Missed Visit Handling processing:

Go to the Services window under Main Menu > Admin > System Setup > Services.
Double click the service that needs editing.
Make the corrections to the line as needed.
Select the Save button.

Remove a Late/Missed Visit Handling Line Closed

To remove an expired or invalid Late/Missed Visit Handling Line:

Go to the Services window under Main Menu > Admin > System Setup > Services.
2. Double click on the service that needs editing.
Select the line to be removed.
Select the Delete icon.
Select the Save button.