How to Edit Correct SD as PSW (v4; 12.4.20) | p 1

How to Update, Edit or Correct a Service Delivery (SD) Billing Entry as a Personal Support Worker (PSW)

(updated 12/4/2020)

A Personal Support Worker (PSW) is a provider of services to I/DD individuals. And as a provider of services managed and paid via eXPRS Plan of Care (POC), it is the PSW’s responsibility to ensure that their Service Delivery (SD) billings for services provided are true and accurate for authorized service and time worked. That means PSW providers may need to review their billings and make any needed corrections or edits before the SD billings are submitted for payment

Edits to SD billing entries for PSWs are allowed as shown below:

SD billing entry Status Action available to PSWs

Draft

SD data (Begin Date/Time or End Date/Time) can be changed and new information saved to the draft SD.

SD can be submitted with the new data.

Suspended

SD data (Begin Date/Time or End Date/Time) can be changed, and new information saved to the suspended SD.

SD can be re-submitted with the new data.

Pending SD cannot be changed by the PSW.

If edits are needed, the PSW will need to contact CDDP or Brokerage to reject or void the billing.

Approved SD cannot be changed by the PSW.

If edits are needed, the PSW will need to contact CDDP or Brokerage to void the billing.

Rejected SD cannot be changed.

If edits are needed, the PSW can create and submit a new SD with correct information.

Denied SD cannot be changed.

If edits are needed, the PSW can create and submit a new SD with correct information.

Void SD cannot be changed.

If edits are needed, the PSW can create and submit a new SD with correct information.

This assistance guide will show how a PSW can make changes/edits to SD billing entries that are in draft or suspended status.

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To update, edit or correct SD billing entries as a PSW provider:

1. Login to eXPRS.

2. From the left-hand, navigation menu, click on the blue box labeled Create

Service Delivered Entries from Single Service Authorization.

This will take you to a new page to find the services you are authorized to provide.

3. In the Create Service Delivered Entries from Single Service Authorization

search page, search for service authorizations that have SD billing entries needing edits or corrections. At least one piece of search criteria is required to successfully search.

PRO TIP: PSW providers only need to search using a date range. No other search criteria information is needed.

Effective Date = the first work date for the SD billings that need to be edited or corrected. eXPRS defaults to first day of the current month, but the date can be changed as needed.

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End Date = the last work date for the SD billings that need to be edited or corrected. eXPRS defaults to last day of the current month, but the date can be changed as needed.

Click Find to get a list of authorizations for the work dates entered.

Even though a date range is all that is needed to search, more criteria can be used if desired. The more criteria you enter the more specific or narrow the search results will be.

4. From the list of service authorizations returned (if any), click on the $ icon next

to the authorization that have SD billings that need updated, edited or corrected.

PRO TIP: right-click on the $ icon to open the page in a new tab or window. This will allow you to easily return to your original search results list.

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5. In the Service Delivered by Service Authorization page you can now make changes, corrections or edits to SD entries, if needed. For SD billing entries in draft or suspended status, the data entry fields will

remain open. This means the information in that field can be edited or changed if needed.

If changes are made, be sure to click Save All to save that new information.

6. NEW FEATURE: The service Begin Date/Time and service End Date/Time

data has been reformatted to include the both date and time for Service Begin and Service End information in the same data field.

mm/dd/yyyy hh:mm:ss AM/PM PST

This is to accommodate changes made to support eXPRS Mobile EVV billing for services in a different time zone. When manually entering the SD billing date and time information, you can change the “PST” to reflect the actual time zone the service was provided in, such as to MST for Mountain time zone if needed for those individuals living on the Oregon/Idaho state border.

! Important: The eXPRS default display will be to show the SD date and times as in the Pacific time zone. If SD billings are manually entered for services provided in a different time zone, once the SD is saved as a draft, the data will re-display in eXPRS as the Pacific time zone equivalent for the different time zone data entered. For example: an SD billing is manually entered with a begin date and

time as 11/15/2020 10:00:00 AM MST. Once that SD billing is saved as a draft, eXPRS will display that information as: 11/15/2020 9:00:00 AM PST. This is because 10 o’clock in Mountain time is the same as (equivalent to) 9 o’clock in Pacific time.

7. For changes made to the SD billing information (#1 below; updated the end

time from 9:45 AM to 10:15 AM), click Save All (#2 below) to save the new

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information. eXPRS will give a confirmation message (#3 below) to tell you the changes were saved.

8. Keep in mind that only draft and suspended SD billings can be edited or

changed. For SD billing entries in other statuses, such as Approved or Pending, the

open data fields WILL NOT show. This means the information in that field is locked and CANNOT be edited or changed.

! IMPORTANT: Please remember that you may need to submit an UPDATED, signed timesheet that includes any edits, changes or new SD billing entries created and are in pending status to the CDDP or Brokerage for review.

9. Repeat steps #3 – #6 if additional SD billing edits or changes are needed for

other services/authorizations.