How to pull a billing export from WellSky for a Margin Review.
A Margin Review starts with three exports: what a payer authorized, what the people who deliver the care recorded, and what you billed and were paid. In WellSky Personal Care, all three are standard reports. Here is where they live.
The three exports
- 01AuthorizationsReports → Billing → Authorization Summary
Set a single closed billing month, then Export to CSV.
- 02Visits (EVV)Reports → EVV → Visit Detail
Export the same date range to CSV.
- 03Claims (optional)Billing → Claim Status Report
Export the same month so paid and denied lines line up.
What the review does with them
Reeve lines the three up row by row: what the record says, against what the claim carried, against what the remittance paid. In an hourly program that means authorized units against delivered EVV records against billed and paid claim lines. Where they disagree is where the money is, delivered visits that were never billed, authorizations that lapsed mid-period, claims paid below the authorized rate, and denials still inside the appeal window.
It runs in your own browser. Client names and member identifiers are replaced with a coded reference locally before any analysis. Nothing with a name on it is uploaded.
A note on safety
These are standard, controlled reports you already have permission to run. Reeve is read only. Nothing it finds is written back into WellSky, filed, or paid out. If you would rather not export at all, the review can run screen to screen.
Menu paths vary by version and configuration. Look for anything labeled Authorization, Visit or EVV, and Claims or Billing. WellSky is a trademark of its owner. Reeve is independent and unaffiliated.
Plain answers, on the record.
Collect is money you never captured. Cover is money a payer can still take back.
Reeve reports the two separately and never adds them together, because only one of them is yours to go and get. The Margin Review reads both on your own export and costs nothing.
One pass over your own export, in your browser. The findings are yours to keep, with no obligation.
The recovery lane. Care you delivered and never billed, units short of what was authorized, lines paid under the published rate.
Everything in Collect, plus the exposure lane. Retired codes, authorizations at the end of their period, care delivered past what was approved.
Month to month, no annual contract. Read-only in every tier. Run the free review.
Try it yourself. Free, in your browser.
Export the three reports, open the review, and see your authorized, delivered, billed, and paid columns lined up.