Enter I-SATS Provider ID into Procentive

1. Go to the Settings module.
2. Click on the Billing tab.
3. I-SATS Provider ID: Enter the Minnesota I-SATS Provider ID.
   • Be sure to include the MN at the beginning of the ID.
4. Scroll to the bottom.
5. Click Change.

If your IDs are dependent on location:

Required Clinical Documents

Verify the following clinical documents are available to you and your staff. When you run the Report 5055, the report consolidates data from these clinical documents. If you do not have these documents available, Create a Support Ticket to request them. 

DAANES Client Admission documents:

• PRO-1140: DAANES Client Admission (receives dataflow from PRO-1131 Comprehensive Assessment)
  • Or: PRO-245G-E1140 DAANES Client Admission (receives dataflow from PRO-245G-E1100 Comprehensive Assessment)
  • Or: your agency's custom DAANES Client Admission document which has been linked to the 5055 Report.
• PRO-1141 DAANES Comprehensive Assessment
• PRO-245G-E1100 Comprehensive Assessment or your agency's custom DAANES Comprehensive Assessment document. 
  
  

  Important: The document must be checked as Audit Ready when it is complete.

  The Assessment Date must fall within the valid to and from dates on the Service Agreement. If it does not, Report 5055 will error.

   

  Note: The assessment date pulls from PRO-1141 DAANES Comprehensive Assessment specifically, which has to match the PRO-245G-E1100 Comprehensive Assessment. If there isn't a PRO-1141 for the client, the assessment date will display as 12/31/0002 on Report 5055.

DAANES Discharge documents:

• PRO-1440: DAANES Discharge (receives dataflow from PRO-1131 Comprehensive Assessment)
• Or: PRO-245G-E1440 DAANES Client Discharge (receives dataflow from PRO245G-E1100 Comprehensive Assessment)
• Or: your agency's custom DAANES Client Discharge document which has been linked to the 5055 Report.
  
  

  Important: The document must be checked as Audit Ready when it is complete.

Required Client Data

Report 5055 also exports the following data.  Prior to running Report 5055, verify these fields have been entered and are accurate. 

Run Report 5055

1. Go to the Reports module.
2. Enter 5055 in the search box at the top. 
3. Click on Minnesota DAANES Report.
4. Enter the Audit Ready Date range.
5. Select any other applicable search filters. 
   • If your agency has multiple I-SATS numbers (per location) you will need to filter each download by location.  
6. Click Display.
   • The report will open in a new window.
   • If the report alerts you of errors, fix these errors and run the report again.
7. To download the zip file, click on the link that says Click here.
8. Extract the zip file.

Process at the State Site

1. Upload the file.
2. Deal with any errors you may receive regarding the file (re-upload until there are no errors)
   • If you make a correction here, such as DOB, SS#, PMI, you must also go back to Procentive and update the information there.
3. Manually add the assessment date as well as the content within the assessment for each client.
4. Wait one day before billing.
5. Check the missing DAANES report regularly.

Once Client File is Approved at the State Site

• Mark the clinical document(s) as Printed and Filed, then Lock and Inactivate them.
• This will keep it from showing again on Report 5055.