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EVV - Using the Action Buttons

EVV - Using the Action Buttons

Using the Action Buttons

This section will cover the action buttons located at the top of the EVV Visits screen.

How It works

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, Date and Time.
This will add the scheduled visit to the aide's CareChamp app.

📽️ Watch Video: Add a Scheduled EVV Visit

Edit

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

📽️ Watch Video: Fix EVV Visit to Correct Visit Time

Complete

Use Complete to finialize visits that were not completed using EVV.
Visits must be completed in EVV for billing to process.
The Complete button may appear after 48 hours, allowing time for EVV data to sync. Each agency is setup differently.

📽️ Watch Video: Complete Non-EVV Visits

Cancel

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

📽️ Watch Video: Cancel Visit

Finish

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.
📽️ Watch Video: Complete Visits Aide Forgot to Clock Out of

REMOVE -- Use Caution with the Remove button:

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

📩 Need help? Contact Barnestorm Support

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Tags:

EVV Cancel, EVV Visits