The Finance section in the Dashboard enables administrators to manage all billing-related operations, including service codes, payers, payroll tracking, and claims exports. It plays a key role in maintaining accurate billing and financial operations, supporting compliance with healthcare regulations, and ensuring reliable records for reporting and auditing.
The Finance section includes 4 subsections: Claims, Payroll, Codes, and Payer Management.
Claims
The Claims section is where all billable service activity is recorded and prepared for submission to payers. Use this area to review service records, audit billing, and export claims.
To access Claims:
Click Finance in the left menu
Click Claims in the left menu
The Claims section includes 4 subsections: Dashboard, Service Records, Claims, and Batched Claims.
Dashboard
The Dashboard provides a high-level overview of billing and service activity:
Financial Overview: Total dollar amounts by status (Ready to Bill, Billed, Paid, Re-Billed, or Rejected)
Status Overview: Number of service records in each status
Rejected Records: Services that have been rejected
Budget Overview: Total vs. used budget amounts, broken down by service code
Service Records
The Service Records section displays all shifts that included a billable service within the selected date range, including client, service code, payer, rate, estimated pay, clock in/out location (longitude and latitude), status, and more. It is the primary area for auditing billing on a daily, weekly, or monthly basis.
The table can be customized, filtered, and exported.
Claims
The Claims section displays a complete list of billable services within the selected date range. It summarizes total units and estimated pay by client and service code and includes information such as client, service code, payer, rate, unit type, units used, estimated pay, and more. Click any row to expand the data and view the individual billing records associated with that claim.
The table can be customized, filtered, and exported. Exported data can be submitted to payers for billing and used for review and documentation. See Managing Claims and Service Records for Billing for more information.
Batched Claims
The Batched Claims section is used to organize claims before sending them to external billing systems. Claims are first grouped (batched) in the Claims section, then can be reviewed in the Batched Claims section.
Payroll
The Payroll section shows all caregivers who worked during a selected time frame, along with their total hours, pay rate, and total earnings. This table can be exported for payroll processing.
For more detailed information, click Enable Experience at the top of the screen to open Timesheets.
Timesheets provides a breakdown of each shift the caregiver worked, including hours and pay per shift. Select a staff member to see these details, along with total hours and pay for the selected period.
The table can be exported for payroll processing.
Codes
The Codes section (formerly Code Management) is where you create and manage all billable and non-billable service codes. It functions as a central "code catalog" or selection list. DSPs can choose from these codes when clocking in (based on the budgets set up for each client). Codes are reusable across all clients and staff.
To access Codes:
Click Finance in the left menu
Click Codes in the left menu
Adding codes is a key step in setting up billing. For detailed, step-by-step instructions, see Adding Service Codes.
Payer Management
The Payer Management section is where you create and manage all entities that pays for your services and to which you submit bills.
To access Payer Management:
Click Finance in the left menu
Click Payer Management in the left menu
Payer Management keeps your billing organized and ensures claims are sent to the correct entities. When exporting claims, you can filter by payer so that each claim is directed to the appropriate recipient.
Adding payers is the first step in setting up billing—without payers in place, the rest of the billing system cannot operate. For detailed, step-by-step instructions, see Adding Payers.
Filtering the Table
Click the Filter button above the Service Records or Claims tables to narrow the results. Both tables can be filtered by client or service code, and the Service Records table can also be filtered by staff member. Select the filters you want to use, then click Apply Filters.
To remove filters, click the Filter button and select Reset Filters at the bottom of the pop-up.
Use the date range selector to adjust the start and end dates.
Customizing Table Columns
You can customize the columns in Service Records and Claims by showing or hiding columns, freezing columns, and separating the client name field.
Adding Additional Columns:
Navigate to the table
Click the Fields button
Select the columns you want to display and deselect those you want to hide, including columns under General, Client, Staff/Caregiver, and Agency
Click Apply Changes
The table will then display only the columns you chose.
Freezing Columns:
Navigate to the table
Click the Settings icon
Click the Freeze Columns box and select None, 1 Column, 2 Columns, or 3 Columns
Click Save
Once a column is frozen, it will stay visible as you scroll to the right.
Separating Client Name:
Navigate to the table
Click the Settings icon
Enable Separate Client Names to place client first and last name into separate columns
Click Save
Important: Changes to any of the tables apply across all Finance tables. All visible columns will also appear in exported reports.
For questions about the Finance section:
Contact your Customer Success Manager
Or email: [email protected]