If your workflow requires that the total charges in CAVO's IB module must match the total amount billed by the provider, here are some tips and tricks to quickly get the totals to match up.

The first thing you should check is if CAVO accurately recognized all pages of your IB.

When a document goes through processing, CAVO checks each page to see if it contains IB data. If it is determined to contain IB data, CAVO will add the IB tag to that page, which means the IB lines on that page are being represented in the IB module.

So, in our example below, we uploaded a 16 page itemized bill and want to check that CAVO recognized all pages. We can do that by clicking the 3 dots next to the IB tag on the document. We can see that CAVO recognized all 16 pages as IB. That means we aren't missing any pages.

If you are missing pages, please stop right there and reach out to the CAVO chat bubble. Our support team will almost certainly be able to get the missing pages recognized for you within a few minutes.

Note: CAVO won't tag UB, rev code summaries, cover sheets, etc. as IB pages. It is no problem to include those pages, but that may be the reason you see a mismatch in pages uploaded and pages tagged.

Once you have all the necessary pages tagged, you'll want to check for any charges that stand out as being obviously too high or obviously too low. Sometimes a single line may have an incorrect extra digit that can turn a $20,000 charge into a $200,000 charge!

However, these charges are often easy to quickly identify. We would do this by sorting the charge column in descending order. We can then use the cross referencing feature by clicking on the row number of a line to verify the accuracy of any charges that seem suspicious.

We can then sort the Charge column in ascending order to see if there are any suspiciously low charges.

If we have a UB or Total Charges by Rev Code Summary, we would be able to use CAVO to quickly identify where the mismatch of charges is located.

First, we could check the Summary tab in the IB Module to get a per-rev code summary.

We can see the rev codes on the left and their respective total qty and charges on the right.

Back on the Manual tab, we can also filter the IB for a singular rev code and check the total amount billed in the bottom summary box.

We can continue to filter one rev code at a time, stopping to QA any totals that don't match our UB or Rev Code Summary.

If we sort our IB by description and can slowly scroll down, we will be able to easily identify outlier charge by keeping an eye out for any charges that don't fall within the pattern of descriptions.

Once we've exhausted all other steps here, we would resort to looking for missing lines. We can easily see which lines CAVO has identified as itemized bill lines by slowly hovering our mouse down the bill. Every line recognized will show a gray bar over it as you hover over it.

If there is no gray bar, then that line was not recognized and would need to be added manually.

If you are still having trouble, please feel free to reach out in the CAVO Chat Bubble. Our support team will be happy to offer suggestions on identifying potential issues causing a mismatch.