02.34 Match Charges to Active Patients
Location: Reports > Billing > 02.34 Match Charges/Patients
Overview
- Cross-checks charges vs. active patients using flexible options.
- Great as a pre-billing quality check to catch timing/payer/job-code issues.
- Includes tools for EVV validation (Ohio support and general EVV checks).
How to Run
- From/Thru: Date range of charges to review.
- Program(s) / Payer(s): Filter by program/payer; leave blank for all.
- Select one or more options (A–I) below, then click Print.
Options - A — Charges Outside Admit/DC Dates: Finds charges before admit or after discharge.
- B — Patients With No Chargeable Visits: No billable visits in the selected date range.
- C — Chargeable Visits < 8 Minutes: Flags sub-8-minute visits that will cause billing issues.
- D — Overlapping Times: Finds overlapping visits.
- Option: check Assessments instead of visits.
- Option: skip supervisory visits (enter a partial description to skip).
- Option: ignore overlaps < 8 minutes.
- E — Patient Charges With Missing Payers: Charges exist but payer not on the patient’s Referral.
- F — Patients With < 30 Minutes Charged (CAP/PCS): Finds visits under 30 minutes.
- G — Mismatched JobCode & PayerCode (CAP/PCS): For agencies that match payer code ↔ job code (e.g., payer
001 with job code 001); run after all visits entered and before creating billing batches. - H — Match Visits to M0150: Compares visits against M0150 settings.
- I — Mismatched EVV Visits (CAP/PCS, imported entries only): Compares EVV Visit times to Visit Entry; flags mismatches or missing EVV.
Validate Visits vs. Sandata EVV Spreadsheet (Ohio)
Compare Barnestorm visit data to the EVV export to confirm times, types, and mapping.
- Download the EVV spreadsheet from Sandata; note the save location.
- In the report screen, use the File Name browse box to select the spreadsheet.
- (Optional) Set Auto adjust times if within __ minutes to sync minor differences.
- (Optional) Check Show Validated EVV Visits to include visits without issues.
- Click Validate Charge Visits vs EVV to generate results.
Problems Column – What it Means - OK: No issues found.
- Times changed from …: Barnestorm updated start/end time to match spreadsheet (within your auto-adjust window).
- No matching visit found: No Barnestorm visit matches the EVV record—verify if an entry is missing.
- Client/Employee Name not found: Names must match between the spreadsheet and Barnestorm.
- HCPCS Mismatch: EVV HCPCS differs from Barnestorm’s—review payer/job code mapping.
EVV_Visits (General EVV Check)
- Validates visits with EVV HCPCS:
G0156, G0299, G0300, T1001, T1002. - Enter From/Thru, optional Program(s) and Payer(s) (or leave blank for All), then click Print.
- Review the Problems column and fix items as indicated.
Tip: Run 02.34 as part of your weekly/month-end pre-billing checklist to reduce denials and rework.