Sandata Agency Management 05-Episode Tracker

The Search Filters at the top of the screen allow users to narrow the Results List to meet specific criteria. It is possible to use a particular field as well as a combination of fields.

Field	Description
Company	Use this field to filter results by the associated company.
Location	Use this field to filter results by the associated location.
Admit Type	Use this field to filter results by the associated admission type.
Team	Use this field to filter results by the associated team.
Status	Use this field to filter results by the associated status.
First Name	Use this field to filter results by the Client’s first name.
Last Name	Use this field to filter results by the Client’s last name.
Chart ID	Use this field to filter results by the associated chart identification number.
Payor	Use this field to filter results by the associated payer.
From	Use this field to filter results by date range beginning with this day.
To	Use this field to filter results by date range ending with this day.
Hide Cancelled Episodes	Select this checkbox to remove canceled episodes from the search results.

Results List Closed

The results list displays episodes that match the criteria selected in the search filters.

Field	Description
Client	Displays the Client’s name.
ChartID	Displays the Client’s chart identification number.
SOC	Displays the Client’s start of care date.
EOC	Displays the Client’s end of care date.
Begins	Displays the day the episode begins.
Ends	Displays the day the episode ends.
Type	Displays the episode’s OASIS RFA type.
Assess	Displays the date the client was assessed on.
HIPPS	Displays the episode’s HIPPS code, when applicable.
LUPA	Displays the episode’s LUPA code, if applicable.
V	Displays the validation code affiliated with the OASIS.
Calculated	Displays the grouper and pricer calculated amount for the episode.
Billed	Displays the amount billed for the episode.
S	Select this checkbox to indicate the OASIS has been signed by the physician.This field remains blank until all physician orders (485s and 487s) for the Episode have been tracked as ‘Signed’ in the Tracker.
Status	Displays the status of the invoice associated with the episode.
As of Date	Displays the date of the most recent activity on the invoice.

View a Client’s Profile Closed

A Client’s Profile can be viewed by:

Navigate to the Episode Tracker screen under Main Menu > Billing > Episode Tracker.
Use the filters to locate the episode.
Next, right click on the episode.
Select View.
Select Client.

View an Invoice Closed

The invoice associated with an episode can be viewed by:

Go to the Episode Tracker window under Main Menu > Billing > Episode Tracker.
Use the filters to locate the appropriate episode.
Right click on the episode.
Select View.
Then select Invoice.

View an OASIS Assessment Closed

The OASIS Assessment associated with an episode can be viewed by:

Go to the Episode Tracker window under Main Menu> Billing > Episode Tracker.
Use the filters to locate the appropriate episode.
Right click on the episode.
Select View.
Select Oasis.

Edit an Episode Status Closed

When an agency is using electronic billing and electronic remittance, an Episode’s status can be manually changed to 05-Billable, 09-Hold, or 10-Cancelled. The status of an episode can be changed by:

Go to the Episode Tracker window under Main Menu > Billing > Episode Tracker.
Use the filters to locate the appropriate episode.
Right click on the episode.
Select Edit.
Select Change Status.
Choose the new status.