Verified Services

PATH:
Patients
>
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 Patients > 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)

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:

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

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

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

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

Interactive Tutorial