Accounting

Ruby Mehta avatar J Rohan Unvi avatar +2
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
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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

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Written by Tarini Sharma
Updated over a week ago

QuickBooks Desktop integration steps

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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

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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.
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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

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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

Ruby Mehta avatar
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

Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

QuickBooks Online Integration Guide

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Written by Ruby Mehta
Updated over a week ago

Split Invoices between Multiple Payers

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Written by Ruby Mehta
Updated over a week ago

Receive payment on multiple invoices

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Written by Ruby Mehta
Updated over a week ago

Process Payroll

Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

Export Payroll for ADP

Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

Refund against an Invoice

Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

E-Payments

Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

Create an ALP Invoice

Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

Account Registry Overview

Ruby Mehta avatar
Written by Ruby Mehta
Updated over a week ago

Create a New Invoice

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Written by Ruby Mehta
Updated over a week ago