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63 articles in this collection
Written by
Ruby Mehta,
Jeff,
Rohan Unvi
and 2 others
TELLUS Reason Codes & Descriptions
A list of the Tellus reason codes and when they apply
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Written by
Kate Lewis
Updated over a week ago
How to Add a Taxonomy Code
Some Aggregators and Clearinghouses require that the taxonomy code be part of the file that is sent from CareSmartz360.
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Written by
Kate Lewis
Updated over a week ago
Preparing for EVV/EDI Slide Deck
Portal configuration for successful EVV/EDI submission
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Written by
Kate Lewis
Updated over a week ago
$0 Invoices marked fully paid
If you choose to create $0 they will be automatically marked as "paid"
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Written by
Kate Lewis
Updated over a week ago
Office Staff Payroll
Using CareSmartz to process your staff payroll
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Written by
Kate Lewis
Updated over a week ago
EVV/EDI Troubleshooting
Things to check before you reach out to support
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Written by
Kate Lewis
Updated over a week ago
Manual Override for Invoicing
How to override the total units or bill rate fields while creating an invoice.
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Written by
Kate Lewis
Updated over a week ago
Bill and Pay Rate Hierarchies
How are rates configured?
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Written by
Kate Lewis
Updated over a week ago
Sandata Exception Codes
Each state has different codes for manual schedule manipulation.
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Written by
Kate Lewis
Updated over a week ago
HHA Exchange--High Level Process
A graphic of the steps for HHAExchange Process
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Written by
Kate Lewis
Updated over a week ago
Submitting your EVV Data to Tellus- Presentation
How to prepare and post EVV information to Tellus
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Written by
Kate Lewis
Updated over a week ago
Sandata Process--High Level Graphic
The steps to getting Sandata set up in your CareSmartz360 portal
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Written by
Kate Lewis
Updated over a week ago
Paychex Integration
This article will help the agencies to integrate with Paychex
Written by
Rohan Unvi
Updated over a week ago
Tapcheck Integration
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Written by
Kate Lewis
Updated over a week ago
Billable Hours and Payable Hours Discrepancies
Why don't the billable hours and the payable hours match?
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Written by
Kate Lewis
Updated over a week ago
Submitting your EVV Data to Sandata - Presentation
How to prepare and post EVV information to Sandata
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Written by
Kate Lewis
Updated over a week ago
Posting your EVV Data to HHA Exchange Webinar
Slide Deck from our live webinar in April 2021
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Written by
Kate Lewis
Updated over a week ago
Posting your EVV Data to HHA Exchange Webinar
A recording of our live webinar hosted in April 2021
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Written by
Kate Lewis
Updated over a week ago
Create EDI file for Billing
Deck slides from our webinar on EDI Billing
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Written by
Kate Lewis
Updated over a week ago
Creating an EDI File for 837P and 837I Claims Webinar
A recording of the webinar we hosted in April 2021
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Written by
Kate Lewis
Updated over a week ago
Posting your EVV Data to Tellus Webinar
A recording of the live webinar we hosted in April 2021
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Written by
Kate Lewis
Updated over a week ago
Setting Up Your CS360 Portal for EVV and EDI Webinar
A recording of our live webinar from April 2021
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Written by
Kate Lewis
Updated over a week ago
Submitting your EVV Data to Sandata Webinar
A recording of our live Webinar from April 2021
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Written by
Kate Lewis
Updated over a week ago
Changing Bill Rates
How to update your rates when things change
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Written by
Kate Lewis
Updated over a week ago
Setting Up the Portal for Successful EVV/EDI Submission
Ensure all your set-up is done correctly for your Medicaid and VA claims and EVV verification
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Written by
Kate Lewis
Updated over a week ago
Example Invoice
A Sample Invoice with each feature selected
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Written by
Kate Lewis
Updated over a week ago
Invoice Auto Notifications
Automatically send invoices to your payers
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Written by
Kate Lewis
Updated over a week ago
Travel Time and Mileage
Settings for paying caregivers for travel between clients
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Written by
Kate Lewis
Updated over a week ago
HHA in Pennsylvania
Codes you may need for your portal set up
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Written by
Kate Lewis
Updated over a week ago
Exporting Invoices and Payroll Timesheets to QuickBooks
Written by
Tarini Sharma
Updated over a week ago
QuickBooks Desktop integration steps
Written by
Tarini Sharma
Updated over a week ago
Auto Clock In/Out
How does Auto Clock in/out work?
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Written by
Kate Lewis
Updated over a week ago
Update in TellUS Workflow
Written by
Tarini Sharma
Updated over a week ago
Sandata User Interface
Updates to our Sandata integration to make things easier for office staff
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Written by
Kate Lewis
Updated over a week ago
How to Post to Tellus
Agency need to setup the respective EVV aggregator for Medicaid claims. There are few steps and requirements which needs to be done.
Written by
Tarini Sharma
Updated over a week ago
Billing and Payroll Steps Checklist
The steps to successfully complete your billing and payroll
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Written by
Kate Lewis
Updated over a week ago
How to Post to AuthentiCare
Written by
Tarini Sharma
Updated over a week ago
QuickBooks Online Checklist
The steps to successfully complete your billing and payroll to submit to QBO
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Written by
Kate Lewis
Updated over a week ago
QuickBooks Desktop Checklist
The steps to successfully complete your billing and payroll to submit to QBD
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Written by
Kate Lewis
Updated over a week ago
How to Post to Tellus
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Written by
Kate Lewis
Updated over a week ago
Setting up Billing for Multiple Clearinghouses
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Written by
Kate Lewis
Updated over a week ago
EDI 837 P Files (clearinghouses)
Setting up your portal to generate 837 P files for Medicaid claims
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Written by
Kate Lewis
Updated over a week ago
Send a "Paid" receipt to a payer
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Written by
Kate Lewis
Updated over a week ago
EDI--837 I (clearinghouses)
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Written by
Kate Lewis
Updated over a week ago
Credit Card Payment Processing through Transnational
How do I process credit cards for payment in CareSmartz?
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Written by
Kate Lewis
Updated over a week ago
Delete a payment received
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Written by
Jeff
Updated over a week ago
Unable to change the Bill Type of a schedule
Written by
Ruby Mehta
Updated over a week ago
New invoice batch and unable to see some schedules
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Written by
Jeff
Updated over a week ago
Payroll batch: caregivers not showing
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Written by
Jeff
Updated over a week ago
Inactive Payer: eliminate from the payer invoices.
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Written by
Jeff
Updated over a week ago
Overnight schedule: billing/payroll divided between the two days?
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Written by
Jeff
Updated over a week ago
Credit/adjustment to invoice payment received.
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Written by
Jeff
Updated over a week ago
Understanding the Payroll Export File for ADP
Written by
Ruby Mehta
Updated over a week ago
QuickBooks Online Integration Guide
Written by
Ruby Mehta
Updated over a week ago
Split Invoices between Multiple Payers
Written by
Ruby Mehta
Updated over a week ago
Receive payment on multiple invoices
Written by
Ruby Mehta
Updated over a week ago
Process Payroll
Written by
Ruby Mehta
Updated over a week ago
Export Payroll for ADP
Written by
Ruby Mehta
Updated over a week ago
Refund against an Invoice
Written by
Ruby Mehta
Updated over a week ago
E-Payments
Written by
Ruby Mehta
Updated over a week ago
Create an ALP Invoice
Written by
Ruby Mehta
Updated over a week ago
Account Registry Overview
Written by
Ruby Mehta
Updated over a week ago
Create a New Invoice
Written by
Ruby Mehta
Updated over a week ago