Any real margin review, whether you run it yourself or hand it to a read-only tool, needs the same three things: the authorizations that set what you were entitled to bill, the visits that record what you actually delivered, and the claims that show what you submitted and were paid. Reconciling those three is how you find care that was delivered but never billed, authorizations that lapsed, and claims that paid short.
WellSky holds all three. This guide walks through pulling each export for a single closed billing month, which is the right scope for a first review: recent enough to still be inside timely-filing windows, closed enough that the numbers have settled.
The three exports, and where they live
1. Authorizations
- Go to Reports → Billing → Authorization Summary.
- Set the date range to a single closed billing month.
- Click Export → CSV.
This tells the review the ceiling: the units each client was authorized for, by service code, over the period. Recoverable margin is always capped at what a payer authorized, so this is the anchor.
2. Visits (EVV)
- Go to Reports → EVV → Visit Detail for the same date range.
- Export as CSV.
This is the record of what was actually delivered. Comparing delivered visits against authorized units surfaces two things at once: authorized care that was delivered but never billed, and visits that ran up against an expiring authorization.
3. Claims (optional but useful)
- If you use WellSky Billing, add the Claim Status Report from the same Billing menu.
- Export it for the same month.
This is the third leg: what you submitted and what came back. It is not strictly required, because a review can infer missing claims from the gap between authorized-and-delivered and billed. But including it sharpens the picture and lets the review catch underpayments, where a claim paid at less than the contracted rate.
What to do with the exports
Once you have the files, the work is a line-level reconciliation: match authorized units to delivered visits to submitted claims, and flag every place they fail to line up. An authorized visit that was delivered with no matching claim is an unbilled visit. A visit delivered after an authorization's expiration is a lapsed-auth exposure. A claim that paid below the contracted rate is a silent underpayment.
You can do this by hand in a spreadsheet for a small book, though it gets impractical fast as volume grows. Or you can hand the same three exports to a read-only tool that runs the reconciliation and returns the recoverable dollars, ranked by amount and by how close each is to its filing deadline. Either way, the exports above are the raw material.
A note on data safety
The exports are standard reports you already control. For a read-only review, client names should be de-identified before any analysis runs, or the review can be done screen-to-screen so the file never leaves your building. A read-only review writes nothing back to WellSky; it only reads what you exported.
For what the reconciliation actually finds, see what a margin teardown finds and home-care visit reconciliation. For the deadline that decides what is still recoverable, see timely filing limits by payer, and for the full process, the guide to home care revenue recovery.
Reeve reads your WellSky authorization, visit, and claim exports read-only, reconciles them, and returns the recoverable margin ranked by dollars and filing deadline. Free teardown, no commitment.
Questions about exporting from WellSky
What reports do I export from WellSky?
The Authorization Summary (Reports → Billing) for authorized units, the Visit Detail report (Reports → EVV) for delivered visits, and optionally the Claim Status Report (Reports → Billing) for submitted claims. Set each to the same single closed billing month and export to CSV.
Does this work with all WellSky versions?
Menus vary by product line and version. If you do not see these exact names, look for anything labeled Authorization and Visit or EVV under Reports. The column contents matter more than the report name, as long as you can export authorized units, delivered visits, and ideally claims to CSV or Excel for a date range.
What file format should I use?
CSV is ideal and universally readable; Excel (.xlsx) also works. The goal is a structured export with one row per authorization line and one per visit, including dates, service codes, units, and where available the paid amount.
Is my data safe when I export it?
The export is a standard report you control. For a read-only review, client names should be de-identified before analysis, or the review can run screen-to-screen so the file never leaves your building. A read-only review writes nothing back to WellSky.