Billing Workflow
Overview
Successful billing starts at the beginning of the client's creation. Correct authorization entries and scheduling according to the authorization are the leading roles to a successful billing experience. See below for a generic walkthrough of the Ankota billing workflow. For more details, particular for state Medicaid billing practices, see the State-Specific Guidance portion of our HelpSite.
Flow
The complete Billing Workflow is as follows:
- Client Management
- Setting Authorized Service for Clients (entering authorizations)
- Schedule Visits - Calendar-Based Scheduling (or for those who prefer the classic approach, Creating Visits from Patterns)
- Visit Management
- Caregivers complete visits or timesheets are entered manually through the office
- Visits are approved automatically or visits are approved by office
- More specifically, ensure visits are closed, then review and clear the Visit Approval Dashboard
- Billing Management
- Calculate Billing
- Review the Billing Report (Client) and complete invoices
- Export the Merged Healthcare Claim and upload into your clearinghouse or state Medicaid portal
- If you use Tellus, note we automatically send Tellus data as soon as you complete invoices; there is no file to export and upload
- Search the database for guides for EMOMED, Availity, etc.
- See Accounts receivable on the AR Screen
- Process Remittance (835s received from MMIS)
- Post Payments
- Make Billing Adjustments
- Review Billing Reports
- See also: Collections Report, Exceptions Report