Accounting

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

Bulk Approve Shifts

Bulk Update Status option is the quickest way to approve the Multiple shifts in One go.

Written by Rohan Unvi
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 Rohan Unvi
Updated over a week ago

QuickBooks Desktop integration steps

Written by Rohan Unvi
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 Rohan Unvi
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 Rohan Unvi
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 Rohan Unvi
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