Sandata Agency Management
Sandata Agency Management 01-Companies Window
Sandata Agency Management 02-Company Window
Sandata Agency Management 03-Locations Window
Sandata Agency Management 04-Location Detail Window
Sandata Agency Management 05-Admission Type Window
Sandata Agency Management 06-Admission Type Window
Sandata Agency Management 07-System Attributes Window
Sandata Agency Management 08-Attribute Detail Window
Sandata Agency Management 12 Security Groups Window
Sandata Agency Management 13-Security Groups Window
Sandata Agency Management 14-Services Window
Sandata Agency Management 15-Service Detail Window
Sandata Agency Management 16-Staff Positions Window
Sandata Agency Management 17-Staff Position Window
Sandata Agency Management 18-Topic Master Window
Sandata Agency Management 19-Training Topic Detail Window
Sandata Agency Management 20-Value Items Window
Sandata Agency Management 29-Zip Codes Window
Perform a Write Off from Manual Remittance
Post an Adjustment from the Balance Adjustment Screen
Preview and Save the Cash General Ledger Export
Preview and Save the Revenue General Ledger Export
Set a Visit Status from Billing Review
Set to 05 Billable Resubmission
Supplemental Codes on Invoices
Accrued Schedule Minutes Report
Aged Invoices - Detailed Report
Aged Invoices - Detailed Extended Report
Aged Invoices - Extract Report
Aged Invoices - Summary Report
Aged Invoices Summary to 365 Report
Aged Receivables Overview Report
Aged Receivables Overview - Extended by Payor Report
Billing Review by Client Report
Billing Review by Client (Separate) Report
Cash and Adjustment Receipts Detail Report (CSV)
Cash and Adjustment Receipts - Summary Report
Denied and Pending Claims Report
Invoice Summary Extract Report (CSV)
Sandata Agency Management 01-Billing Review Window
Sandata Agency Management 02-Invoices Window
Sandata Agency Management 03-Invoice Details Window
Sandata Agency Management 04-Accounts Window
Sandata Agency Management 05-Episode Tracker
Sandata Agency Management 06-Episode Pricer Window
Sandata Agency Management 07-History Window
Sandata Agency Management 08-Manual Remittance
Sandata Agency Management 09-System Payors Feature
Sandata Agency Management 10-System Payor Window
Sandata Agency Management 11-Master Rates Window
Sandata Agency Management 12-General Ledger Window
Sandata Agency Management 13-Balance Adjustment
Sandata Agency Management 14-Billing Resubmission
Add a Week to a Client's Schedule
Add an Address to Client Profile
Add or Remove a Contact from a Client Profile
Add or Remove a Medication from a Client Profile
Add or Remove Advanced Directives from a Client Profile
Add or Remove an Allergy from a Patient Profile
Add or Remove an Attribute to a Client Profile
Add or Remove DME or Supplies from a Client Profile
Add or Remove Nutritional Requirements from a Client Profile
Add or Remove Safety Measures from a Client Profile
Add or Remove a Service from a Client Profile
Attach, View and Remove a Document in the Client Profile
Authorizations in the Client Profile
Change Status of an Inactive Address
Clone a Week on a Client's Schedule
Compliance Documents in the Client Profile
Copy a Template on a Client's Schedule
Create a Permanent Schedule for a Client
Delete a Schedule Template from a Client's Profile
Diagnoses in the Client Profile
Edit a Permanent Schedule on a Client's Profile
Exclude a Staff Member from a Client Profile
Merge Calls on a Schedule in a Client Profile
Physicians in the Client Profile
Plan of Care in the Client Profile
Referral Sources in the Client Profile
Remove an Image from a Client Profile
Replace a Staff Member on a Schedule in a Client Profile
Schedules in the Client Profile
Active Client Roster with Visit Count Report
Active Client TAL Emergency Report
Admissions by Primary Diagnosis Report
Authorization Requests by Referral Source Report
Client Compliance Comments Report
Expiring Authorizations by Payor Report
Individual Client Task Activity Report
List - With Last Scheduled Date Report
Live In Clients by Supervisor Unit Report
Non-Compliant Clients Report - Detail Report
Sandata Agency Management 01-Client Search Window
Sandata Agency Management 02-Client Profile Window
Sandata Agency Management 02-Client Profile Window 11-Permanent
Sandata Agency Management 02-Client Profile Window 12-Compliance
Sandata Agency Management 02-Client Profile Window 13-Plan of Care
Sandata Agency Management 02-Client Profile Window 14-Goals
Sandata Agency Management 02-Client Profile Window 15-Invoices
Sandata Agency Management 02-Client Profile Window 17-Diagnosis
Sandata Agency Management 03-ICD-CM Code Search Window
Sandata Agency Management 04-Medications Screen
Sandata Agency Management 04-Manage Medications
Sandata Agency Management 05-System Physicians Screen
Sandata Agency Management 05-Manage System Physicians
Sandata Agency Management 06-Manage Referral Sources
Sandata Agency Management 06-Referral Sources Screen
Sandata Agency Management 07-Client OASIS Export Screen
Sandata Agency Management 07-Export OASIS Information
Sandata Agency Management 08-CAHPS Survey Screen
Sandata Agency Management 08-Export CAHPS Survey Information
Sandata Agency Management 09-Generate and Bill the 30-Day Claim with a Notice of Admission
Sandata Agency Management 09-Create a Notice of Admission for a New Client
Sandata Agency Management 09-Export a Notice of Admission
Sandata Agency Management 09-Complete the OASIS Associated with a Notice of Admission
Sandata Agency Management 09-Notice of Admission - Payor Setup
Add, Edit, and Delete Inventory Items
Add, Edit and Delete Inventory Sources
Add a Client to an Existing Schedule
Add a Staff Member to an Existing Schedule
Add an Event Code to a Schedule
Add and Remove Documents from Schedules
Add and Remove Supplies from a Schedule
Add and Remove Tasks from Schedules
Create a Client Permanent Schedule
Remove a Client from an Existing Schedule
Remove a Staff Member from an Existing Schedule
Authorization Schedule Variance Report (CSV)
Schedules by Client (Separate) Report
Schedules by Client Weekly Report
Non-Working Active Employee Report
Pending Hold Schedules Report (CSV)
Schedules by Staff - Detailed Report
Schedules by Staff (Separate) Report
Schedules by Staff Weekly Report
Add a New Schedule to a Staff Member's Profile
Add System Login Privileges to a Staff Member’s Profile
Addresses in Staff Member Profiles
Admission Types in Staff Member Profiles
Attributes in Staff Member Profiles
Change a Staff Member's Employment Status
Change the Status of a Staff Member’s Schedule
Companies in Staff Member Profiles
Compliance Documents in Staff Member Profiles
Contacts in Staff Member Profiles
Images in Staff Member Profiles
Locations in Staff Member Profiles
Memberships in Staff Member Profiles
Open a Staff Member's Schedule
Payroll Rates in Staff Member Profiles
Refresh Rates on a Staff Member’s Profile
Register Staff Members for a Class
Remove a Staff Member from a Class
Update Permissions on a Staff Member’s Profile
View a Staff Member's Non-Compliant Documents
Add a New Schedule to a Staff Member's Profile
Add System Login Privileges to a Staff Member's Profile
Change a Staff Member's Employment Status
Change the Status of a Staff Member's Schedule
Manage Admission Types on Staff Members' Profiles
Manage Companies on Staff Members' Profiles
Manage Compliance Documents on a Staff Member's Profile
Manage Contacts in Staff Members' Profiles
Manage Group Memberships on a Staff Member's Profile
Manage Images in Staff Member Profiles
Manage Locations on Staff Members' Profiles
Manage Payroll Rates on a Staff Member's Profile
Open a Staff Member's Schedule
Print a Staff Member's Schedule
Reassign Manager or Coordinator
Refresh Rates on a Staff Member's Profile
Register a Staff Member for a Class
Remove a Staff Member from a Class
Update Permissions on a Staff Member's Profile
View a Staff Member's Compliance History
View a Staff Member's Schedules
Actual Hours More Than Scheduled Hours Exception
Assigned Staff Updated by Caller Exception
Different Service Entered on Call Exception
Merge Calls in Sandata Agency Management
Payroll Hours Less Than Scheduled Hours Exception
Travel Time Exceeds Threshold Exception