EchoVantage

Administrative teams utilize bulk actions to select all records with a Not Ready status for streamlined processing. This EchoVantage software functionality manages large data volumes through paginated screens, allowing users to select, deselect, or delete individual service entries, fifty records per page.

This tool creates daily services for clients with matching enrollments, staff assignments, and valid diagnoses. These EchoVantage features trigger green confirmation alerts upon successful job creation, ensuring that agencies can accurately generate up to a full month of billable records.

Clinicians input specific costs manually during service creation using the Direct Fee field, which replaces standard charges. This EchoVantage feature only becomes active when service definitions are configured to permit direct fee entry for specialized items like clothing services.

Progress notes are added once service entry is complete and remain accessible by multiple staff from various screens. Using customizable forms, this functionality provides summaries and note titles based on assigned service definitions to ensure consistent, high-quality documentation of care.

Authorized users can change Done status records with zero charges back to Not Ready for reprocessing. This EchoVantage management tool removes the need for reversing transactions, enabling staff to correct unbilled services quickly and activate the blue save button.