If you are an employee of an organization and are attempting to convert an appointment, you will come across the warning message, “Grace period for late entry has expired.” This message is to notify you that you have exceeded your organization’s time limit for converting an appointment to a timesheet. Administrators with the (Billing > Override Grace Period Validation) permission can override the error and convert the appointment, but, employees without admin permissions should reach out to a manager.
Billing / Receivables / Billing / Timesheets “Missing Payor” in the Receivables Report
If a timesheet is submitted and no payor is selected, the Receivables report will display “Missing Payor.” When sorting by payor, Missing Payor will be displayed along with the IDs of the clients. When sorting by client and clicking the “+” to expand the line level, Missing Payor will display under the client’s ID. To enter a payor for the entry, go to the timesheet and edit the payor name.
Billing / Timesheets + Add New Timesheet
Create a new timesheet and convert it without having to go into the Scheduling module and create an appointment. Please note, users must have the permissions to do this.
Click here to learn how to manually create timesheets.
Billing / Timesheets Editing Timesheets
In the Billing module, timesheets can be edited in the “Edit Timesheet” screen.
Please note, locked timesheets cannot be edited without the billing admin permission. Unlocked timesheets can be edited without this permission. Click here to learn how to lock and unlock timesheets.
Users can navigate between service lines by clicking the numbers displayed horizontally at the top of the screen. A blue circle highlights the billing entry that is open and can be edited. Locked billing entries are indicated by a lock next to the number. If creating a timesheet manually, the Add Service Line button allows users to add service lines in timesheets.
Please note, if the timesheet has a service code with Visit Verification enabled, then service lines cannot be added or deleted. EVV service codes cannot be added to existing timesheets. The “Add Service Line” button will not appear and users will need to add a new timesheet.
Below the toolbar, users can access client, claim, and service line information.
The blue tab on the left-hand side contains the client and claim information. It is labeled with the client’s name and ID number and contains the following fields:
- Payor information
- Diagnosis codes
- Billing provider
- Service Facility
- Provider/Supplier
- Referring Provider
Please note, the Billing provider, Service Facility, Provider/Supplier, and Referring Provider fields are only visible for users with the (Billing > Manage Timesheets) permission enabled. Users with the (Billing > Manage Timesheets) permission enabled can also edit start and end times on converted timesheets with service codes that have Visit Verification enabled. Users are then required to add reason codes when editing times on timesheets.
Service line information is located on the right-hand side and titled with the name of the service code used in the billing entry. Service lines are automatically tagged to indicate if the billing entry has been signed by the client, signed by the provider, or locked. Any applicable warnings will display below the title and tags.
At the bottom of the screen, users can add files, notes, and signatures to timesheets.
Click here to learn how to manually create a timesheet.
Click here to learn how to edit a timesheet.
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Permissions / Billing / Timesheets Permission to Edit Timesheet
Employees with the following Billing module permission can edit their appointment information, including the service code, when doing a timesheet conversion. This permission can be enabled via the Permissions module.
- Timesheets > Access
- Access to the timesheets tab.
- Users can save changes to their unlocked timesheets.
- Timesheets > Allow Conversion Modifications
- Ability to modify timesheets while converting them from an appointment.
- Ability to attach a note to an unlocked billing entry.
Click here to learn more about attaching a note to a timesheet.
Permissions / Billing / Timesheets Permission to Manage Employee Timesheets
To manage employee timesheets, users must be connected to the client and the employee(s), and have the following Billing module permissions enabled in the Permissions module:
- Billing > Manage Timesheets
- Ability to save changes to timesheets for other providers, given the employee is connected to the provider and the client is linked to the provider.
- Users can convert appointments into timesheets for other users if they are in-network with both the client and the provider on the appointment.
- Timesheets > Access
- Access to the timesheets tab.
- Users can save changes to their unlocked timesheets.
- Users can view converted timesheets when the user is the provider.
- Timesheets > Delete
- Ability to delete timesheets until they are locked.
- It is recommended for this permission to only be granted to users who require the ability to delete other users’ timesheets.
- Please note, users also need to have the (Billing > Manage Timesheets) permission enabled to delete other users’ timesheets.
- This permission is added to the Custom permission group and is enabled by default. The following System permission groups will be enabled by default:
- Admin
- Billing Admin
- Billing Agent
- Employee
- Hidden Contacts
- Ability to delete timesheets until they are locked.
- Timesheet > Edit Visit Verification Timesheet
- Edit timesheet’s service code, service address, start time or end time when the service code has visit verification enabled.
- Please note, users can change an EVV code to a different EVV code or non-EVV code. However, a non-EVV code cannot be changed to an EVV code.
- Timesheets > Manage Timesheets
- Manage timesheets on behalf of other employees and clients in their network. This includes converting appointments and the ability to add/edit timesheets of others until they are locked.
- Timesheets > Allow Conversion Modification
- Ability to modify timesheets while converting them from an appointment.
Click here to learn how to connect employees.
Click here to learn how to connect an employee to a client.
Billing / Billing / Timesheets Rules on Adding Diagnosis Codes to Timesheets
When converting appointments to timesheets, diagnosis codes are added at the time of conversion if they have been set in the authorization or the client’s “Claim settings.” Diagnostic codes rules apply to timesheets created after converting appointments, manually created timesheets, and draft timesheets.
Diagnosis codes pull to timesheets in the following order:
- Authorization: when authorized service codes have diagnosis code(s) linked to them, the diagnosis code in the timesheet will pull from the authorization.
- Please note, diagnosis codes only pull from the authorization at the time the timesheet was created.
- Client’s Claim Settings: if there are no authorized service codes in the authorization or there is no authorization, then the timesheet will pull the diagnosis code(s) from the client’s “Claim Settings.”
Diagnosis codes retain the order in which they were saved to the authorization or the client’s profile. Diagnostic pointers are set based on the order of diagnostic codes in the authorization or client’s “Claim Settings.”
If multiple authorized codes are in the timesheet, diagnosis codes pull to the timesheet in the order they were added to the appointment. If authorized and unauthorized codes are in the timesheet, diagnosis codes rules will apply and authorized codes will pull to the timesheet before unauthorized codes.
Billing / Service Codes / Billing / Timesheets Rules on Applying Default Places of Service in Timesheets
Organizations will typically input a default place of service in the service code properties. When manually creating a timesheet, switching a code during appointment conversion, or editing an existing timesheet, the default place of service will pull into the timesheet based on information from a fee schedule, authorization, default service code, or appointment. Default place of service information will pull to timesheets from one of the sources below, in the following order:
- Fee schedule
- Authorization
- Default service code
- Appointment
Please note, this rule still applies if the “Service Location” on the service code is set to “Not Needed.”
Click here to learn how to enforce a place of service in a service code.
Billing / Draft Timesheets / Billing / Timesheets Timesheet Validation Errors
The following are common errors that can occur when converting appointments and in timesheets:
- Authorization errors:
- Service code errors:
- Required service and admin notes do not have at least 140 characters.
- The “Grace Period” for a billing entry has expired.
- Provider or client rates have not been set up or have been entered incorrectly.
- A Note Template is required.
- The service code exceeds its usage restrictions.
- Service lines errors:
- The following items are missing, if required:
- Place of Service
- Service address
- Service and Admin Notes
- Signatures
- The service line does not allow early conversion.
- The following items are missing, if required:
- Appointment errors:
- The appointment has already been converted.
- The appointment has been deleted.
- There is a missing or deleted fee schedule.
- The time for this appointment was changed offline.
- Payor is missing.
- Please note, if any payor has been deleted from the client’s profile, this validation error deters users from submitting timesheets that have authorizations with deleted payors.
- Timesheet Conversion Error
If there are any errors after completing an appointment in CR Mobile, a draft timesheet will be created.
Visit Verification errors include, but are not limited to:
- The appointment was neither started nor stopped within 300 meters.
- The service location, start time, and/or end time differs from the ones captured.
- A draft timesheet exists for the appointment being converted.
For all other questions, please open a support case for assistance.
Billing / Timesheets Unable to Add a File When Editing a Timesheet
If users cannot add a file when editing a timesheet, it is due to the following reasons:
- Users have to be shared to the file.
- The client has to own the file.
- The file cannot already be attached to the billing entry.
- i.e. Make sure that the file is not already linked by the note template.
