Understanding Documentation and Billing Statuses in Case Manager

Below is an image of the display you will see after selecting Documentation from the menu. Notice there are two separate Status filters:

Documentation Status

The first Status is for Documentation. All types of records (Service Records, Progress Notes, Case Notes and Supports) will move through the Documentation Statuses. Clicking on the drop-down arrow will display the Status filter options:

This table explains the statuses.

Case Manager Documentation StatusMeaningService RecordProgress RecordCase NoteSupport

Not signed

The record is not signed

XXXX

Signed

The record is signed

XXXX

Approved

The record is approved

XXXX

Rejected

The record has been rejected. This is where a signed or approved or posted record is rejected

XXXX

Revised

When a rejected record has been signed, it moves to this status.

XXXX
PostingThis is the status of the record while it is being replicated to Billing Manager.X
PostedThis is the status of the record after it is replicated to Billing Manager.X

Billing Status

The second Status is Billing Status. Clicking on the drop-down arrow will display the Status filter options:

Service Records used for billing are the only record type that will move through these statuses.

Case Manager Billing StatusesMeaning

Not Billable

Records where the associated activity is not marked as billable.

Not yet in BillingRecords that have not been replicated to Intuition.

Unmatched

Records that have been replicated to Intuition and are not matched in Service Billing.

Resolved

Records that have been replicated to Intuition and have been resolved (soft delete) in Service Billing.

Matched

Records that have been replicated to Intuition and are matched in Service Billing.

Batched

Records that have been replicated to Intuition and are included in a billing batch.

Invoiced

Records that have been replicated to Intuition and are included in an invoice.

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