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EVV - Using the EVV Visits Screen

EVV - Using the EVV Visits Screen

****Please reference the YouTube video on Monitoring EVV Visits for much more detail.****

EVV Visits allows you to see today's scheduled visits and monitor them as employees start and complete their EVV timestamps in the field. We recommend monitoring each day.

There is a From and To date so you can choose the timeframe you want to monitor. There are shortcut buttons to allow you to see a day, week, or month at a time.

Program: dropdown allows you select one program at a time.

Status: gives you the option to filter the list down to one status type.

Pending = Still needs verified; EVV Verified = Has been sent to an aggregator; Send Failed = has errors that need resolved; Blank = Payer is not Sandata or HHAeXchange payer or visit is in progress or visit not started or started but not finished (In-Progress).

EVV Payers: This filter will help with focusing on one type of payer or All.

Verifying Visits

Barnestorm is set up to send straight Medicaid visits to Sandata nightly. The weekdays will go back 30 days to pick up visits in the pending, send failed or verified visits that were modified.

Double-clicking will send pending visits / resend already verified visits.

Editing a visit already verified will run the verify process to send the modified visit to Sandata.

EVV Status Descriptions

Sandata Payers: The visit has been sent to Sandata - Care Champ, Telephony or Manual. HHAX/CareBridge: Verified does not mean the visit has been imported via Barnestorm, it means the visit is complete and ready for import process.

The visit is pending to be sent to an aggregator.

Any starting with Send Failed means the visit failed to send to the aggregator due to incorrect patient, employee or visit information. A short description of the error will follow. You can see the article for resolving Sandata errors for full details.

Status Icon Description

The patient is scheduled for a visit. The employee has not clocked in yet for the visit.

The employee has clocked in via Care Champ or Telephony. The Actual column will show you the time the employee clocked in.

A) The employee has clocked out via Care Champ or Telephony. B) An office staff manually keyed information using the EVV Visits screen.

The employee forgot to clock out of their previous visit. If they clock in for another visit within 48 hours then the visit will automatically clock out, capturing the GPS coordinates.

Each agency decides if they want to use the Late Clock In. You will be able to set the number of minutes considered as a late clock in. This icon will show up if the visit has not been started yet.

Indicators on how the visit was completed - This is the Type column

One of the columns on the EVV Visits screen will show icons on how the visit was started. When a visit is finished there will be two icons: one for clocking in and one for clocking out. There can be two different icons if the same method was not used for both clock in/out.

When you click a visit on EVV Visits, you will see some additional navigation buttons pop up.

All Visits: this is the default and shows all visits for the time frame selected.

Patient Summary: shows all visits for the selected patient for the selected time frame

Emp Summary: shows all visits for the selected employee for the selected time frame

Patient and Emp Summary will show a total of visits, scheduled hours and + - hours at the top and bottom of visit list.