How to complete end of month invoicing within Casamba SMART... From the Billing Tab, then the Tx Location”

How to complete end of month invoicing within Casamba SMART software:
From the Billing Tab, then the Tx
Billing Sub-Tab, click on “Select
Location”
In the popup box, find the
location by entering the name or
number of the facility in the
search box.
Highlight the facility
Click on “Select” in the
bottom of the popup
With the facility showing in the
“Select Location”, next click on
a row on the left
Click on Adjustments
After clicking “Adjustments” on the
left, if any names show on the right,
these need to be reviewed and
approved. If no names show on the
right, there are no adjustments.
For clarification, adjustments are created only AFTER a month has been
invoiced AND then changes are entered to the invoiced month.
For example, if a patient comes into the building on July 29 and we make
our best guess for the RUG as an H and proceed with invoicing. Later, we
learn the patient hit a VH instead, and make the changes in the software.
This will show an adjustment to be approved.
After the “Adjustments” are resolved, click on either Pre-Bills with Errors or Clean Pre Bills on the left
In this case, we are looking at the Pre-Bills with Errors tab. These errors
need to be resolved before we can complete the invoicing process.
Click on the row to highlight
in green.
Next, click ‘View Errors’ to see
what still needs to be
corrected.
Finally, after making the corrections
in the software, click on the “ReCreate” button.
The system will assess if all
corrections have been made. If yes,
the building will move to the “Clean
Pre Bills” tab during the ‘Re-create’
process.
When the facility shows under the
Clean Pre Bills tab…
AND…
Your name shows here (under Biller
Name)
AND…
Adjustments are approved…
Then send the email to
eominvoice@selectrehab.com
Recap:
Once adjustments are approved AND the building sits in the Clean Pre Bill area with your name in the
column titled “Biller Name”, then send an email to eominvoice@selectrehab.com