For county-funded agencies
Each county writes its own billing rules: which staff types may bill which services, how minutes turn into billable units, what time can’t be billed, which county is responsible for a client, and how many days you have to enter a service.
Most errors are found weeks later, when the county or the state denies the service. By then the clinician has moved on and the fix takes longer than the original work.
Your settings say which county contracts you hold and how your clinicians are recorded in each county’s system.
Each service is checked against that county’s rules for that date of service: practitioner type against the county record, codes and units, time that can’t be billed, county of responsibility, room left under the contract’s cap, and the entry deadline.
Problems show up for the biller in one list, and for the clinician at the moment they sign the note, with the rule and its source.
Fictional example
A peer support specialist’s service is coded as therapy, which their practitioner type can’t bill in that county. Flagged before billing, with the county rule quoted.
On our live site with a made-up agency: settings, batch checks and undo all passed (63 of 63 checks), then the agency was deleted.
Still missing: a real agency’s services.
Ready to pilot means built, switched on and tested end to end on our live site with a made-up agency. None has run on a real agency’s files yet. What works today
Any time: a look back over a whole year
Revenue checkReady to pilotFinds county money you earned but were never paid, and says what you can still fix and by when.
After the county pays
Denial queueReady to pilotPuts an owner, a plain reason and a deadline on every denial, so none is forgotten.
Before the county reviews your charts
Audit checkReady to pilotReviews every chart the way a county reviewer would, not just a sample.
Month-end and year-end
Cost reportsReady to pilotSplits shared costs to each contract and drafts the cost reports your funders require.