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