Billing/Invoicing

Billing/Invoicing: Standard Operating Procedure

District: E-Signature Workflow (SOP)

Files Pending My Signature: Dedicated section or queue within a user's account that displays all documents that require their signature
Labels: Backbone for many search and reporting features in CentralReach.
Delete Timesheets: Timesheets are deleted to remove billing entries from the billing screen. Entries can also be voided.
Reassign/Delete Signature Request File: Workflow for re-assigning the signee of a signature request file.

Timesheet Audit (SOP)

Files Pending My Signature: Dedicated section or queue within a user's account that displays all documents that require their signature
E-Signature Workflow: Process of how the DES or DES Designee will sign Service Verifications using an e-signature.
Timesheet Labels: Labels attached to timesheets
Invoices/Payments: District generated invoice for the Agency
Scheduling Module: View as Grid: In CentralReach's Scheduling Module, "View as Grid" refers to a different display formats or layouts available for organizing and visualizing appointments and provider schedules
Delete Timesheets: Timesheets are deleted to remove billing entries from the billing screen. Entries can also be voided.
Edit Timesheets: Timesheets are edited to allow the provider to make changes to a billing entry.

District: Invoices/Payments (DRAFT)

E-Signature Workflow: Process of how the DES or DES Designee will sign Service Verifications using an e-signature.
Timesheet Audits: Process of reviewing and verifying timesheet data to ensure accuracy, completeness
Filters: Pre-set grouping of labels for quick searching.
Notifications: Additional messaging (i.e., email, texts) for CentralReach updates.
Tasks: Assignment of specific activities in the system.

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