📌 Add Visit

• Use this feature to add a quick visit. Note that schedules are not tied to the visit when using this method. This step is not typical for payers where EVV is required. 
• If a visit is missing from EVV Visits, check the Aide Plan and Aide Schedule to determine why it isn’t appearing.

📌 Schedule

• Use this to add an unexpected scheduled visit, such as a Hospice visit.
• Select any schedule or visit for the patient you are adding.  
• Select the Schedule button and change the following information, as needed: Employee, Payer and Job Code (most likely needs changed), Date and Time.
• This will add the visit to the aide’s CareChamp app.

📽️ Video Tutorial: [ Add a Scheduled EVV Visit]

• Use Edit to make changes to a visit or schedule.
• If the visit is In-Progress, you will also see a Finish button.

📌 Complete

• Use Complete to finalize visits that were not completed using EVV.
• Visits must be completed in EVV for billing to process.
• The Complete button will only appear after 48 hours, allowing time for EVV data to sync.

• Use Cancel if the visit was canceled for any reason.
• Cancelled visits do not get sent to an aggregator and will not be billed.

• If a visit is In-Progress because an aide forgot to clock out, use Finish to close the visit.
• Note: All tasks will be marked as completed—you must edit the visit to mark tasks as incomplete if needed.

❌ Do not remove visits unless you are absolutely sure they are incorrect.
❌ Once removed, visits cannot be retrieved.
❌ Removing visits from the EVV Visits screen does NOT remove them from the EVV Vendor it was sent to.