ROLE PRIVILEGES NEEDED: <udl-white>View Verified Services<udl-white>

BILL ONLY | PAY ONLY | AUTO VERIFIED ONLY | INCLUDE ATTACHMENTS | FILTER | REPORTS

You can view all services that have been verified paid and billed by going to

1. Patients
2. Verified Services

You can filter by Service Date From/To...

Verification Date From/To...

Or search by last or first name

BILL ONLY <returntomenu>menu ↑<returntomenu>

Check the "Bill Only" box as necessary to only look at verified records for billing (Note: You can only check one of these boxes, not both; data automatically displays based on the box you select)

PAY ONLY <returntomenu>menu ↑<returntomenu>

Check the "Pay Only" box as necessary to only look at verified records for payroll (Note: You can only check one of these boxes, not both; data automatically displays based on the box you select)

AUTO VERIFIED ONLY <returntomenu>menu ↑<returntomenu>

Check the "Auto Verified Only" box as necessary to view records that were automatically verified using this feature (data automatically displays based on the box you select)

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INCLUDE ATTACHMENTS <returntomenu>menu ↑<returntomenu>

You can include a listing of supplies that you attached to a verified service as part of your Verified Services Report (PDF and Spreadsheet versions only).

FILTER <returntomenu>menu ↑<returntomenu>

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Patient

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Associate..

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Service...

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Agency...

You can filter by selecting the drop down <btn>   All     ▾   <btn> under Payer Name...

Or you can filter by selecting the drop down <btn>   All     ▾   <btn> under Status.

Click <btnw>   Search   <btnw> once you are satisfied with your options.

REPORTS <returntomenu>menu ↑<returntomenu>

Verified Services <btnw>   PDF     ▾  <btnw> includes:

• Agency
• Patient
• Associate
• Service
• Svc Date
• Time In
• Time Out
• Bill Date
• Bill Units
• Charge Amount
• Invoice
• Payer Name
• Pay Units
• Pay Dollars
• Paid Date
• Margin
• Patient Count Per Agency
• Total Charge Amount Per Agency
• Total Pay Dollars Per Agency
• Total Margin Per Agency
• Total Patient Count per Organization
• Total Charge Amount per Organization
• Total Pay Dollars Per Organization
• Total Margin Per Organization

Verified Services <btnw>   Spreadsheet     ▾  <btnw> includes:

• AgencyName
• Associate
• Patient
• Patient DOB
• Patient City
• Service
• Is Billable
• Svc Date
• Time In
• Time Out
• Billed Date
• Bill Units
• Charge Amount
• Invoice ID
• Payer Name
• Travel/Mileage Amount
• Travel Duration
• Pay Units
• Pay Dollars
• Paid Date
• Number
• HCPC Code
• Modifier 1
• Modifier 2
• Modifier 3
• Modifier 4
• Revenue Code
• Billing Description
• Margin
• Modified by
• ID
• Modify Date

<btnw>   Associate Service Summary     ▾  <btnw> (PDF) includes:

• Associate
• Discipline
• Classification
• Agency
• Service Category
• Occurrences
• Hours
• Travel Time
• Number of Associates
• Totals

<btnw>   Associate Activity Detail   ▾  <btnw> includes:

• Agency
• Associate
• Service category
• Start Date
• Visit Duration
• Travel Duration
• Miles
• Service Code
• Service Description
• Payer

<btnw>   Associate Activity Summary  ▾  <btnw> includes:

• Agency
• Associate
• Service Code
• Service Description
• Visit Duration
• Travel Duration
• Miles