Back Billing / Creating Closed Visits in the Past

Overview

At times, you may need to retroactively create a visit and bill it. This is particularly true if you are new to Ankota. 

To create past visits that are billable, you will need to:

• Enter key demographic data for the caregiver and client
  • If you need to export clients or caregivers to Sandata, Tellus, HHAx, etc., this will be done automatically at the end of the day; do not send out visits until you get a confirmation of client/caregiver add in your imported response files on the Billing Report page
• Enter the client's authorization and the care plan
• Schedule the visits
• Report care plan completion (close visit + care plan items, if needed) for the past visits
• Save the paper timesheet, if desired
• Check the Visit Approval Dashboard & approve as needed
• Complete billing

Click the articles above for further clarification on these steps.