EVV - Mark SANDATA Visit as Non-Billable
EVV — Mark a Sandata Visit as Non-Billable
Correct a verified Sandata visit that was recorded under the wrong date by marking the incorrect visit as non-billable.
This process updates a verified visit that has already been sent to Sandata so it is marked as a non-billable visit. Only use this process for mistakes such as incorrect dates or accidental visits.
Important Notes - Do NOT use this process to change visit times just to match authorizations.
- NC DHHS requires you to report the actual time worked. If needed, adjust other visits later.
Step 1 — Mark the Incorrect Visit as Non-Billable
- Go to EVV Visits and select the incorrect visit.
- Click Edit (🔓 unlock if the visit is already charged).
- Uncheck Bill Visit, then click Update Visits.
- This sends an update to Sandata marking the visit as non-billable.
- The visit will show in Barnestorm as Cancelled.
- Optional: Once confirmed in Sandata as non-billable, you may:
- Edit the visit in Barnestorm to a non-chargeable visit code, or
- Remove the visit entirely.
- ✅ You’re done if the visit does not need to be replaced.
Step 2 — Add the Correct Visit Manually
- While still in EVV Visits, make sure the correct patient is selected.
- Click Add Visit.
- Enter the correct date and time.
- Check Bill Visit.
- Click Reload Tasks and select the needed tasks.
- Click Add Visit.
- Double-click the new visit to send it to Sandata.