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

Sandata Agency Management 31-No Show Feature

Sandata Agency Management 32-COVID Vaccine Compliance

Add a Payment to an Account

Change an Invoice Status

Create an Invoice

Export an Invoice

Master Rates

Perform a Write Off from Manual Remittance

Post a Payment

Post an Adjustment from the Balance Adjustment Screen

Preview and Save the Cash General Ledger Export

Preview and Save the Revenue General Ledger Export

Review an Adjustment

Rollback Resubmission Process

Search Billing Review

Search for an Invoice

Set a Visit Status from Billing Review

Set to 05 Billable Resubmission

Supplemental Codes on Invoices

Transfer a Balance

Use Navigate To on the Billing Review Screen

View a Client's Profile

View an Exported Claim

View an Invoice

View an OASIS Assessment

Void a Payment

Void a Payment on an Account

Void an Invoice

Void Individual Line Items

Account Statement

Accrued Schedule Minutes Report

Activity Report

Activity Report by Client

Activity Report by Hours

Activity Report by Payor

Activity Report by Staff

Activity Report Summary

Aged Invoices 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

AR Transactions Report (CSV)

Billing Audit Sheet Report

Billing Entries Report

Billing Entries Report (CSV)

Billing Entry Journal Report

Billing Review Report (CSV)

Billing Review by Client Report

Billing Review by Client (Separate) Report

Cash and Adjustment Receipts Detail Report (CSV)

Cash and Adjustment Receipts - Summary Report

Cash Receipts Report

Cash Receipts by Batch Report

Cash Receipts Detail Report

Cash Receipt Summary Report

Denied and Pending Claims Report

Invoice Detail Report (CSV)

Invoices - Open Items Report

Invoice Summary Extract Report (CSV)

Payor List Report

Payor Rate Report (CSV)

Sales Register Report

Spread of Hours Detail Report (CSV)

Unbilled Aging Report

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

Sandata Agency Management 15-Exports

Sandata Agency Management 17-Electronic Remittance

Add a New Admission

Add a New Client

Add a Medication

Add a New Referral Source

Change a Client's Payor

Change a Client's Status

Create a Surplus Invoice

Edit a Medication

Edit a Referral Source

Export OASIS Information

Open a Client's Profile

Print a Client List

Reassign a Manager or Coordinator

Remove a Medication

Remove a Referral Source

Search for a Medication

Search for a Referral Source

Add a Week to a Client's Schedule

Add an Address to Client Profile

Add Image to a 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

Edit an Address

Exclude a Staff Member from a Client Profile

Goals in the Client Profile

Google Map View

Merge Calls on a Schedule in a Client Profile

Payors in the 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

Split Schedules on a Client's Profile

View an Address

View an Inactive Address

View an Invoice in Client Profile

Active Client Roster Report

Active Client Roster with Visit Count Report

Active Client TAL Emergency Report

Addresses Report

Admission List Report

Admissions by Primary Diagnosis Report

Authorization Requests by Referral Source Report

Authorization Summary Report

Client Birthdays Report

Census by Reason Report

Clients Report

Client Compliance Comments Report

Contacts List Report

Client by Coordinators Report

Disaster Groups Report

Discharge by Reason Report

Discharges Report

DNR Status Report

Expiring Authorizations by Payor Report

Folders Report

Holds by Reason Report

Individual Client Task Activity Report

Insurances Report

List - With Last Scheduled Date Report

Live In Clients by Supervisor Unit Report

Medication Profile Report

Medication Worksheet Report

Non-Compliant Clients Report - Detail Report

Permanent Schedule Templates Report

Phone List Report

Recertifications Report

Referral Source Detail Report

Search Report

Status History Client Report

Unduplicated Census 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

Electronic Visit Verification (EVV) Visit Data Report (CSV)

EVV Compliance Report (CSV)

EVV Transaction Status Report (CSV)

Getting Started with Sandata Agency Management

Passwords

Sandata Agency Management Payors

Change the Status of a Payroll Item

Export Payroll

Payroll Review Screen

Payroll Type (Date Range) Setup

Payroll Detail Report

Payroll Review Report

Add a New Physician

Edit a Physician

Remove a Physician

Search for a Physician

Oasis E System Updates and Workflow Modifications – Sandata Agency Management System

Oasis E System Updates and Workflow Modifications – Sandata Point of Care (SPoC)

Overview and Resource Guide - January 1, 2023 Medicare Changes

Field Training Plan and Video Library

Office Training Plan and Video Library

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

Create a New Schedule

Create a Permanent Schedule

Manually Confirm Schedules

Mass Edit Schedules

Open a Schedule

Remove a Client from an Existing Schedule

Remove a Staff Member from an Existing Schedule

Remove an Event Code from a Schedule

Search for a Schedule

View a Permanent Schedule

Authorization Schedule Variance Report (CSV)

Calendar by Client Report

Calendar by Staff Report

Schedules by Client Report

Client Calendar Report

Schedules by Client (Separate) Report

Schedules by Client Weekly Report

Schedules by Date Report

Non-Working Active Employee Report

Pending Hold Schedules Report (CSV)

Scheduling by Staff Report

Staff Calendar Report

Schedules by Staff - Detailed Report

Schedules by Staff (Separate) Report

Schedules by Staff Weekly Report

Travel Time Eligibility Report

Unassigned Cases Report

Schedule Verification Report

Schedule Verification Additional Details Report

Scheduling Overview Screen

Access the GPS Screen for a Visit

Add a Client to a Schedule

Add a Staff Member to a New Schedule

Change Schedule View

Create a New Event

Create a Permanent Schedule

Edit Schedule

Inventory Items Screen

Inventory Items Window

Inventory Source Screen

Inventory Source Window

Manage Documents in Schedules

Manage Event Codes in Schedules

Manage Inventory Items

Manage Inventory Sources

Manage Supplies in a Schedule

Manage Tasks in Schedules

Manually Confirm Schedules

Mass Edit Schedules

Mobile Device GPS Functionality

New Events Screen

Open a Schedule

Refresh Rates

Remove a Client from a Schedule

Remove a Staff Member from a Schedule

Santrax Maintenance Screen

Schedule Confirmation Screen

Schedule Detail Screen

Search for Schedules

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

Manage a Class Roster

Manage Classes

Mark Class Attendance

Memberships in Staff Member Profiles

Open a Staff Member's Schedule

Payroll Rates in Staff Member Profiles

Print a Certificate

Print a Sign-Up Sheet

Refresh Rates on a Staff Member’s Profile

Register Staff Members for a Class

Remove a Staff Member from a Class

Search for a Staff Member

Update Permissions on a Staff Member’s Profile

View a Staff Member's Non-Compliant Documents

View a Staff Member's Schedules

View a Staff Member's Unavailability

Address List Report

Attributes Report

Compliance Statistical Report

Compliance Summary Report

Data by Program Staff Worked Report

Demographics Report (CSV)

Documentation Renewal Report

Employee Compliance Sheet Report

Employee Profile Report

Employee Schedule History Report

List by Hire/Rehire Date Report

Hours Exceeding Threshold Report

Influenza Statistics Report

Inservices Report

Security Group Permissions Report

Status History Report (CSV)

Third-Party Staff Demographics Report (CSV)

Training by Staff Report

Training Inservice Record Report

Training by Topic Report

Add a New Schedule to a Staff Member's Profile

Add a New Staff Member

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

Class Detail Screen

Class Master Screen

Class Roster Screen

Employee Registration Window

Manage a Class Roster

Manage Admission Types on Staff Members' Profiles

Manage Attributes

Manage Classes

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

Manage Staff Member Addresses

Mark Staff Attendance

Open a Staff Member's Schedule

Print a Staff Member's Schedule

Print Certificates

Print Signup Sheet

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

Results List

Search Filters

Search for a Staff Member

Staff Personal Screen

Staff Search Screen

Update Permissions on a Staff Member's Profile

View a Staff Member's Compliance History

View a Staff Member's Schedules

View a Staff Member's Unavailability

View Non-Compliant Documents on a Staff Member's Profile

Manage System Setup

Manage System Setup for an Admission Type

Manage System Setup for a Company

Manage System Setup for a Group

Manage System Setup for a Location

Manage System Setup for a Service

Manage System Setup for a Staff Position

Third-Party Authorization Transactions Report (CSV)

Third-Party Billing Exception Report

Third-Party Caregiver Exceptions Report (CSV)

Third-Party Demographic Transactions Report (CSV)

Abandoned Visit Exception

Actual Hours More Than Scheduled Hours Exception

Assigned Staff Updated by Caller Exception

Carfare Exception

Different Service Entered on Call Exception

GPS Distance Exception

Merge Calls in Sandata Agency Management

Missed Visit Exception

Missing Service Exception

No Call In Exception

No Call Out Exception

No Service Exception

No Show Exception

Payroll Hours Less Than Scheduled Hours Exception

Santrax Exceptions List

Task Exception

Travel Time Exceeds Threshold Exception

Unknown Client Exception

Unknown Staff Exception

Unmatched Client ID/Phone Number Exception

Unscheduled Event Exception

Visits Without Calls Exception