Overview: Finance

The Finance section of the Dashboard is where administrators manage billing, service codes, payers, timesheets, and claims. It helps keep billing records accurate and organized for reporting, auditing, and compliance.

The Finance section includes four areas: Claims, Timesheets (or Payroll), Codes, and Payer Management.

The Claims section is used to review billable service activity, audit billing records, and prepare claims for submission.

To access Claims:

The Claims section includes five areas: Dashboard, Service Records, Claims, Batched Claims, and Manual Records.

The Dashboard provides an overview of billing and service activity, including:

Service Records displays all shifts that included a billable service within the selected date range. Information includes the client, service code, payer, rate, estimated pay, clock-in/out location, status, and more.

Use this area to review and audit billing records. The table can be filtered, customized, and exported.

Claims displays billable services within the selected date range and summarizes units and estimated pay by client and service code. Information includes the client, service code, payer, rate, unit type, units used, estimated pay, and more.

Click a row to expand it and view the individual billing records associated with the claim. The table can be filtered, customized, and exported for billing, review, and documentation.

See Managing Claims and Service Records for Billing for more information.

Batched Claims is used to organize claims before sending them to external billing systems. Claims are grouped in the Claims section and can then be reviewed in Batched Claims.

See Managing Claims and Service Records for Billing and Submitting Claims with Integrated Billing for more information.

Manual Records allows admins to create and manage manual billing records. Create custom views (tabs) and filter records by client, service code, or staff member.

Adding a manual record automatically creates a service record, generates a claim, and deducts the corresponding amount from the client's budget.

What appears in this section depends on whether your agency has completed Payroll setup.

If Payroll is not set up: This area is labeled Timesheets and opens directly to the Timesheets page.

If Payroll is set up: This area is labeled Payroll and includes Timesheets, Requests, Reimbursements, Pay Rules, Staff Management, Documents, Reports, and Settings.

See Getting Started With Payroll for more information on Payroll.

Timesheets displays caregivers who worked during the selected date range, along with their total hours, pay rate, and earnings. This information can be exported for payroll processing.

Click a caregiver's name to view their shifts, including clock-in and clock-out times, breaks, hours worked, and total pay. Click an individual shift to view details about the services provided.

Use the date range selector to view a different period.

Note: Once Payroll is set up, Timesheets includes a Payroll Status column and is accessed through Payroll > Timesheets. See Running Payroll for more information about payroll statuses.

The Codes section is where you create and manage billable and non-billable service codes. These codes are available for DSPs to select when clocking in, based on the budgets configured for each client.

Codes can be reused across clients and staff.

To access Codes:

See Adding Service Codes for detailed instructions.

Payer Management is where you create and manage the entities that pay for your services and receive your claims.

To access Payer Management:

When exporting claims, you can filter by payer to ensure claims are directed to the appropriate entity.

Adding payers is an important step in setting up billing. See Adding Payers, Service Codes, and Budgets for detailed instructions.

Use the Filter button above the Service Records or Claims tables to narrow your results.

Both tables can be filtered by client or service code. The Service Records table can also be filtered by staff member.

Select your filters and click Apply Filters. To remove filters, click Filter and select Reset Filters.

Use the date range selector to adjust the Start Date and End Date.

You can customize the Service Records and Claims tables by showing or hiding columns, freezing columns, and separating client names.

Available columns include fields under General, Client, Staff/Caregiver, and Agency.

Frozen columns remain visible as you scroll horizontally.

This displays the client's first and last name in separate columns.

Important: Table customization settings apply across all Finance tables. All visible columns are also included when you export the table.