Billing

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• 835s (ERAs, or Electronic Remittance Advice) — How to upload, process, and act on 835 Electronic Remittance Advice files in Ankota, including exception review and resubmission workflows.
• Accumulated Minutes — Some states allow the use of accumulated minutes.
• Adding a Billing Adjustment — How to create and apply positive or negative billing adjustments for clients, agencies, or caregivers in Ankota.
• Adding A Billing Adjustment — To add an adjustment for bills , follow these steps:
• Adding Calendar Holidays — Calendar holidays can be entered in your Ankota environment well in advance.
• AR Screen — of the Accounts Receivable (AR) screen in Ankota, including processing remittance advice, accessing client invoice history, and exporting AR reports.
• Back Billing / Creating Closed Visits in the Past — At times, you may need to retroactively create a visit and bill it.
• Billing Report - Completing Invoices — How to view, correct, complete, and email client invoices from the Billing Report (Client) page in Ankota.
• Billing Workflow — Successful billing starts at the beginning of the client's creation.
• Calculating Billing — How to calculate client billing in Ankota, review billable visits, resolve common issues, and create invoices.
• Cancel/Delete Previously Accepted Visits + Export Feature — Some aggregators allow for special resolutions to previously exported and accepted visits.
• Cancelling, Deleting & Correcting Billing — Typical rebilling processes within Ankota are outlined below.
• Collections Report — How to generate and export the Collections Report in Ankota after processing an 835 remittance file.
• Collections Report — How to generate and export the Collections Report after processing an 835 remittance.
• Co-Payers & Co-Payments (Split Payments) — In order to make a client eligible to pay a co-payment prior to billing the standard payer, you will need to use the client contact feature so that you can assign a co-payment.
• Credit Card Processing in Ankota (Paragon) — and setup steps for processing client credit card and ACH payments in Ankota through the Paragon integration.
• Custom Invoice Options — How to configure custom PDF invoice settings for private payers via Visit Plan Categories in Ankota.
• Downloadable Billing Reports — of the primary billing reports available in Ankota, including how to download invoices and access the Visit Data Warehouse.
• Eligibility Checks for Insurance Coverage — Eligibility checks for insurance can be done through a 270 file, a client eligibility query file, which can be turned on in environments if desired.
• Ensure All Visits Are Closed — Before you can begin the billing process, you will need to check the  billing period for any unclosed visits and any unresolved red magnifying  glasses and resolve the issues.
• Ensuring All Visits Are Closed — How to identify and resolve unclosed visits before running billing in Ankota.
• Exceptions Report (835) — How to generate and use the 835 Exceptions Report to review and resubmit rejected claims in Ankota.
• Goods and Services (Cost Sharing / Copay Model) — How to use Ankota's Goods and Services module to manage cost sharing, copays, and special goods/services billing.
• How To Calculate Billing — - Go on the main menu, choose "Billing" and choose "Calculate Billing and Payroll".
• How to Re-bill (Change to Draft) — If you need to resubmit a claim for a visit that already has an invoice you will want to change it to a draft and re-bill.
• How To Set A Separate Billing Address From Service Address — In Ankota, you have the ability to set a different billing address than the service address.
• How To Set Bill Rates — In order to set a new bill rate, the steps would be as follows:
• Monthly or Subscription Billing in Ankota — Many private pay agencies provide services under umbrella subscriptions, where regular scheduled services are unbillable but there is a monthly fee or fees.
• Multiple Visits Same Day with Same Visit Type and Same Client — How to bill multiple same-day visits of the same visit type for the same client in 837P files, including an optional safeguard that keeps invoices in DRAFT until all related visits are ready.
• Overpayments in Ankota — Some agencies regularly deal with overpayments.
• Posting Manual Payments (Accounts Receivable) — How to post manual payments, partial payments, and write-offs for client invoices via the Accounts Receivable and AR screens in Ankota.
• Setting Bill Codes and Bill Rates — How to create bill codes in Ankota and apply them to visit types, billing tables, payer descriptors, and individual clients, plus guidance for updating existing rates.
• Spend Down Functionality in Ankota — For CDS clients, the consumer is directing the care.
• Split at Midnight on Closed/Approved for Billing - Daily & Weekly — Ankota allows for several billing & payroll options for visit splitting: