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Accounting
Create an Invoice (Billing)A step by step guide to creating an invoice in Caresmartz360
Generate EDI File for BillingA step by step guide to generating EDI files for billing in Caresmartz360
Process PayrollA step by step guide to processing payroll in Caresmartz360
TELLUS Reason Codes & DescriptionsA list of the Tellus reason codes and when they apply
How to Add a Taxonomy CodeSome Aggregators and Clearinghouses require that the taxonomy code be part of the file that is sent from CareSmartz360.
Preparing for EVV/EDI PresentationCS360 Portal configuration for successful EVV/EDI submission
$0 Invoices marked fully paidIf you choose to create $0 they will be automatically marked as "paid"
Office Staff PayrollUsing CareSmartz to process your staff payroll
EVV/EDI TroubleshootingThings to check before you reach out to support
Bill and Pay Rate HierarchiesHow are rates configured?
Sandata Exception CodesEach state has different codes for manual schedule manipulation.
HHA Exchange--High Level ProcessA graphic of the steps for HHAExchange Process
Submitting your EVV Data to Tellus- PresentationHow to prepare and post EVV information to Tellus
Bulk Approve ShiftsBulk Update Status option is the quickest way to approve the Multiple shifts in One go.
Sandata Process--High Level GraphicThe steps to getting Sandata set up in your CareSmartz360 portal
Paychex IntegrationThis article will help the agencies to integrate with Paychex
Tapcheck Integration
Billable Hours and Payable Hours DiscrepanciesWhy don't the billable hours and the payable hours match?
Submitting your EVV Data to Sandata - PresentationHow to prepare and post EVV information to Sandata
Posting your EVV Data to HHA Exchange WebinarSlide Deck from our live webinar in April 2021
Posting your EVV Data to HHA Exchange WebinarA recording of our live webinar hosted in April 2021
Creating an EDI File for 837P and 837I Claims WebinarA recording of the webinar we hosted in April 2021
Posting your EVV Data to Tellus WebinarA recording of the live webinar we hosted in April 2021
Setting Up Your CS360 Portal for EVV and EDI WebinarA recording of our live webinar from April 2021
Submitting your EVV Data to Sandata WebinarA recording of our live Webinar from April 2021
Changing Bill RatesHow to update your rates when things change
Setting Up the Portal for
Successful EVV/EDI SubmissionEnsure all your set-up is done correctly for your Medicaid and VA claims and EVV verification
Example InvoiceA Sample Invoice with each feature selected
Invoice Auto NotificationsAutomatically send invoices to your payers
Travel Time and MileageSettings for paying caregivers for travel between clients
HHA in PennsylvaniaCodes you may need for your portal set up
Exporting Invoices and Payroll Timesheets to QuickBooks
QuickBooks Desktop integration steps
Auto Clock In/OutHow does Auto Clock in/out work?
Update in TellUS Workflow
Sandata User InterfaceUpdates to our Sandata integration to make things easier for office staff
How to Post to TellusAgency need to setup the respective EVV aggregator for Medicaid claims. There are few steps and requirements which needs to be done.
Billing and Payroll Steps ChecklistThe steps to successfully complete your billing and payroll
How to Post to AuthentiCare
QuickBooks Online ChecklistThe steps to successfully complete your billing and payroll to submit to QBO
QuickBooks Desktop ChecklistThe steps to successfully complete your billing and payroll to submit to QBD
How to Post to Tellus
Setting up Billing for Multiple Clearinghouses
EDI 837 P Files (clearinghouses)Setting up your portal to generate 837 P files for Medicaid claims
Send a "Paid" receipt to a payer
EDI--837 I (clearinghouses)
Credit Card Payment Processing through Celero (Formerly Transnational)How do I process credit cards for payment in CareSmartz?
Unable to change the Bill Type of a schedule
New invoice batch and unable to see some schedules
Payroll batch: caregivers not showing
Inactive Payer: eliminate from the payer invoices.
Overnight schedule: billing/payroll divided between the two days?
Credit/adjustment to invoice payment received.
Understanding the Payroll Export File for ADP
QuickBooks Online Integration Guide
Split Invoices between Multiple Payers
Receive payment on multiple invoices
Export Payroll for ADP
Refund against an Invoice
E-Payments
Create an ALP Invoice
Account Registry Overview
Pay scheduled featurePay unit type
How To Sync Diagnosis CodeDiagnosis codes are required in order to submit the claims and needs to be associated on shifts.
Payroll export to Quickbooks DesktopGuide to export payroll from Caresmartz360 to Quickbooks desktop
Sage50If you use Sage50 for Billing and/or Payroll, you will need these steps
EDI Claim DenialsHow to submit corrected or replacement claims