Sandata Agency Management 15-Exports

The Billing Export window allows users to generate an electronic claim file that can be exported for Payers that are configured for electronic billing. This window displays all recorded confirmed billable invoices that have been invoiced based on the filters selected.

The displayed invoices are converted into a claim data file based on the selected Payer’s configuration. Only billable items should be included in an export file. Therefore, by default the Show only Billable Items option is selected.

If this option is unchecked, the screen will display invoices with any status. You should not export claims in any status other than Billable or Resubmit.

Export files are created by Payor. If the Payor is not selected, the window will display invoices by any filters selected, but an export file cannot be created until a Payor is selected from the dropdown menu. Once the Payor is selected, the electronic format used for that Payor is also set, and the file name that will be assigned to the export is displayed.

To access the Billing Exports window, select Exports under Main Menu > Billing > Exports.

Only Payors that are configured for electronic billing will be displayed in this menu; Payors that are configured for paper transport method will not be displayed and cannot be created as an export file.

Parts of the Billing Export Window Closed

Filters

The Search Filters section allows you to narrow the results list to meet specific criteria.

Field	Description
Client	Use this dropdown to filter invoices by client. If a partial last name is entered, possible matches display in the drop down.
Company	Use this dropdown to filter invoices by company.
Location	Use this dropdown to filter invoices by location.
Admit Type	Use this dropdown to filter invoices by admit type.
Team	Use this dropdown to filter invoices by team.
Region	Use this dropdown to filter invoices by region.
Payor	Use this dropdown to filter invoices by Payer.
Status	Use this dropdown to filter invoices by status. Only Billable or Resubmit should be selected for export.
Format	Displays the current format configured by the Payer.
Provider ID	Use this dropdown to filter invoices by the Provider id number.
FileName	Displays the file name as configured by the Payer.
Date From	Select this checkbox to filter invoices beginning with this date.
Date To	Select this checkbox to filter invoices ending with this date.
Show Only Billable Items	Select this checkbox to filter for only items that can be billed. This includes invoices in Resubmit status.
Send As Test	Select this check box to produce a downloadable test file for review. When selected, the export file does not mark the invoice as Bill Sent and adds a T to the export history for claim file.

Results List Closed

The Results List displays a list of invoices that match the criteria selected in the Search Filters.

File	Description
Date	Displays the date that the invoice was created.
Client	Displays the name of the Client associated with the invoice.
Chart ID	Displays the chart id associated with the invoice.
Invoice	Displays the invoice number.
Items	Displays the number of line items included on the invoice.
Amount	Displays the original billed amount of the invoice.
Balance	Displays the current balance of the invoice.
Status	Displays the status of the invoice. Only invoices in Resubmit or Billable should be exported.
Comments	Displays any comments associated with the invoice.
As Of	Displays the date of the most recent invoice activity.