EVV Billing Error Guides for Colorado

The following PDF documents are guides for Electronic Visit Verification (EVV) billing errors: Group Codes Multiple ID’s and STX Accounts Timing of Records

Release 6.8 Email Auditing & Other Updates

Recorded: 2/22/21 Length: 1:35 minutes This clip contains a few highlights from CentralReach’s 6.8 release, including how to audit email addresses for upcoming security enhancements.

Visit Verification Filters

The “Visit Verification” grid can be filtered by: Entering search terms, such as contact, billing, and service code labels, and places of service, in Search Visit Verification. Clicking the Date range and selecting: Today Yesterday Last 7 days Last 30 days This month Last month Custom Range The All, Pending, Accepted, Rejected, or Unsent Sandata …

How to Add Credentials to Visit Verification Settings

Sandata provides organizations with sets of credentials that must be used to authenticate connections. These credentials are entered in the “Visit Verification Settings,” where credentials are sorted by state if the organization operates in multiple states. To add new credentials to the “Visit Verification Settings”: Log in to the organization account Navigate to the Dashboard …

Viewing Trends and Forecasts

Users can visualize data trends and predict what future data may look like using the “Analyze It” menu in Widgets. Please note, this feature is currently only available for line charts. To view Trends from a Dashboard: Navigate to the Insights module and select Insights Home In Custom Reports, select a custom dashboard In a …

Purchasing Additional Licenses

Organizations automatically have two designer licenses, but users with the (Manage Designer Seats) permission enabled can purchase additional licenses in the “Settings” section of the Insights module. To purchase additional designer licenses: After adding the maximum number of licenses, a message will appear at the top of the list, stating, “Maximum number of licenses have …

Managing Designer Licenses

Organizations with the Advanced Business Intelligence dashboards enabled will automatically have two designer licenses. Users with the (Settings > Designer Seat Management) permission enabled can manage designer licenses in the “Settings” section of the Insights module. To add designer licenses: Navigate to the Insights module and select Settings In the “Type to add designer…” search …

Adding Additional Widgets to a Dashboard

Dashboards can hold more than one chart or widget, and display multiple forms of data. To add more widgets to a dashboard: Create a custom dashboard Click + Widget Click the + next to “Values” on the left-hand side When hovering over the +, “Add +” will appear highlighted in yellow. 4. Search or select …

Adding Filters to Dashboards

Filters can be added to dashboards to provide different views of the dashboard. To add a filter to a dashboard: Navigate to the Insights module and select Insights Home Select the custom dashboard being modified in the “Custom Reports” folder on the left-hand side Click Filter your Dashboard on the right-hand side Search or select …

Duplicating and Deleting a Dashboard

Once a dashboard has been created, users can edit, duplicate, and delete the dashboard.  To duplicate a dashboard: Navigate to the Insights module and select Insights Home Select the custom dashboard being modified in the “Custom Reports” folder on the left-hand side Click the vertical ellipsis icon on the right-hand side and select Duplicate Click …