Knowledgebase » Knowledgebase

04.20 Billing Summary By Patient

farrah@barnestorm.com — Fri, 06 Nov 2026 07:41:57 GMT

The following information is included in this report : Payer, Chart Number, Name, From Date, Thru Date,# of Visits for each discipline, Visits $ Total, Supplies $ Total. It can also show Paid $ Amount and Difference $ amount when chosen as a filtering option (see below), and billing address as optional.

Reports > Billing > 04.20 Billing Summary By Patient

Filtering the Report

From and Thru Date pulls charges from the Visit Entry and supply charges screen.

Program(s) / Payer(s) / Team(s) -Enter a program(s) or leave blank to review all.

Reading the Report

FromDate / ThruDate - This will list the first charge and last chargeable date during the date range of the report.

Disciplines - The count will include chargeable visits that have been imported into the Visit Entry screen. This will not include visits marked as incomplete, completed or locked.

Visits$ and Supplies$ - The total of the charges for the date range. For PPS payers, this is not the HIPPs amount, it uses the rate of the visit.

Paid$ - This pulls payment code(s) from the accounts receivable for the date range.

Diff$ - The difference between Visits$/Supplies$ and Paid$.

Option to pull up “Only Those Patients With More Than The Number Of Visits Specified Below”

This option was added to help track Medicaid visits by discipline, in response to the new Medicaid limitations effective July 1, 2013. (But can be used for any purpose applicable to your agency.) Please view excerpt below.

For these fields, type in a number in the appropriate discipline box. The system will pull all patients with visits more than the number specified. For example, if you type in 12 at SN, the report will show all patients with more than 12 SN visits during the period you specified (at top of screen).

EVV - Prepare and Send EVV Visits to HHAeXchange

farrah@barnestorm.com — Fri, 06 Nov 2026 04:45:32 GMT

HHAeXchange Visit Import

Send EVV visit data from Barnestorm to HHAeXchange for MCOs like AmeriHealth, Carolina Complete, and WellCare.

📽️Watch Video: Send Visits to HHAeXchange

Requirements

Verify: Correct spelling of patient’s first/last name, date of birth, MCO payer with Medicaid ID, and ICD codes dated on or before admit date.
Visit must be recorded as an EVV Visit, not manually entered in Visit Entry.
Visit must already be imported as a charge in Barnestorm.

Filters & Options

From / Thru Dates: Use visit start dates.
Exclude Unassigned Aide: Default checked to prevent sending visits without a valid caregiver.
1 Patient: Send data for one patient only.
Programs: Filter by program code or leave blank for all.
List of Valid HHAeXchange Payers: Select a single payer to send or All option.
Only Previously Sent EVV: Use for adjustment claims only; requires TRN number (from payers remittance) entered in Accounts Receivable > ICN Edit.
- Do not send if sending failed visits again.
Check for Dupes: Searches for duplicate visits in date range.

How to Run

Billing > HIPAA Transactions > HHAeXchange/CareBridge > HHAeXchange File Create.

Select the From and Thru dates.

Click Check for Dupes. If no issues, proceed.

Click Select EVV Visits.

If errors appear, save/print the report and fix in EVV Visits.

Review visits and correct any issues before proceeding.

Click Prepare the Import File.

Click Yes to send now.

Processing Time:

HHAeXchange typically processes files within 24–48 hours. Be sure to check your portal for issues.

📎 Related Guides:

HHAeXchange – Common Errors (PDF)

Tips for Checking HHAeXchange Reports

📩 Need help? Contact Barnestorm Support

EVV - Audit EVV Visits

farrah@barnestorm.com — Fri, 06 Nov 2026 04:37:10 GMT

Audit EVV Visits Before Billing

NC Medicaid Direct (NCTracks) – Process Flow

Verify Eligibility

→

YOU ARE HERE
Visits Audited / Imported

→

Claims Created

→

Transmit to NCTracks / Post Charges

→

Post Remit File

Overview

Before creating or sending claims, EVV visit records must be complete, accurate, and verified.This step ensures billing data aligns with EVV requirements and prevents claim rejections.

Helpful Resources

Review EVV Visits

In Barnestorm, review EVV Visits screen for the billing time frame before importing charges.

Go to EVV Visits
Select Payer Type = Sandata or HHAeXchange
Select From and To billing dates

Confirm the following before moving forward:

All visits for the time frame are complete
Sandata: Visits are verified
- Note: Sandata sends EVV data to NCTracks overnight (it is not automatic)
No missing clock-in or clock-out times (In-Progress)
No Missed visits
(Sandata) No Send Failed or Pending status

Run the EVV Pre-Billing Audit

Use the EVV compliance report to confirm visits are ready for billing:

Reports > Audit > 17.37 EVV Compliance
Run using the EVV Pre-Billing Audit option

Once EVV visits pass review and audit checks, you can proceed to Import Visit Charges in the next step of the process.

EVV - Schedules or Visits in App Do Not Match Office

farrah@barnestorm.com — Fri, 30 Oct 2026 06:29:11 GMT

EVV — Fix Schedule and Visit Sync Issues

Troubleshoot schedule differences between CareChamp and Barnestorm Office, or visits that appear missed or in progress in Office but completed in the app.

1️⃣ Scheduled Visits in App Do Not Match Barnestorm Office

Sometimes when updating the Aide Care Plan or adding schedules manually, steps may be missed. This can cause scheduled visits to appear incorrectly—or not at all—in the aide’s Care Champ app.

Step 1 – Check the Aide’s Schedule in Office

Go to Aide Activity > Aide Schedule.
In the Employee field at the top, select the aide.
Review the schedule to confirm it’s correct.
If schedules are missing, go to the Aide Plan tab and recreate them before proceeding.

🔍 Note: The Sync Schedules tool only syncs scheduled visits—not completed EVV visit records.

Step 2 – Re-Sync the Aide’s Schedule

Go to Codes > Other Basic Codes > Employees.
Select the aide with schedule issues.
If they have an active Care Champ account, click Care Champ Settings.
Click Sync Schedules and wait for it to process.
The sync may take several minutes depending on the number of schedules, processor, and internet speed.
When the progress bar disappears, the sync is complete.
Ask the aide to check their schedule again in the app.

2️⃣ Visit Shows as Missed or In-Progress in Office, but Completed in App

Common Cause

This usually happens when the aide's device has weak or no cellular signal at clock-in or clock-out. The visit will not sync to Barnestorm Office until a stable connection is available.

Automatic Sync Attempts

Between 9:00 AM and 5:00 PM, the EVV system runs a sync cleanup every 30 minutes to push through any delayed visits. Wait until the aide has a stable connection before trying the steps below.

Fixing a Single Visit or One Aide/Patient

Original Care Champ App & Care Champ Pro:
- Have the aide locate the visit in the app, tap the visit, and select Resend.
- Do not complete the visit manually in Barnestorm Office unless necessary.
- The resend will attempt immediately, but may take an hour or so to show up in Office. If it fails, it will be queued to try again later.
- If tapped after 5:00 PM, the visit may not appear in Office until the next day.
Care Champ Pro users can also use the Menu > Sync Visits feature (Click here for the article).

If the Issue Affects All Visits

If all aides' visits are missing or stuck as in-progress during the same timeframe, contact Barnestorm Support to check for a possible system-wide issue.

📩 Need help? Contact Barnestorm Support

Post Electronic Remittance for NCTracks

farrah@barnestorm.com — Wed, 28 Oct 2026 11:48:39 GMT

Post Electronic Remittance for NCTracks

NC Medicaid Direct (NCTracks) – Process Flow

Verify Eligibility

→

Visits Audited / Imported

→

Claims Created

→

Transmit to NCTracks / Post Charges

→

YOU ARE HERE
Post Remit File

Overview

Accounts Receivable > Post Payments > Post Electronic Payments: Use this screen to post 835 files, save ICNs for Medicaid rebilling, view denied visit payments, and create Accounts Receivable payment/adjustment entries in Barnestorm.

Important

This feature works after downloading the 835 electronic remittance from Billing > HIPAA Transactions > Transmit to NC Medicaid.

Example of Medicaid Direct, not PHP/LME.

Select ERA Files

If your agency has multiple payer types, use the selector at the top of the screen to choose All Other.
Select the folder where the ERA files are saved.
A list of available 835 files will appear. Select the file you need to post.

Process the ERA File

Click Process this 835/ERN File.
- This saves ICNs for rebilling and creates service line posting details.

Important

The checkbox next to this button is only used if a software update requires an ERA to be re-posted, 'Reprocess 835/ERN file'.

Review & Print (Optional)

Print Summary
- Shows amount billed, amount paid, amount noncovered, and a summary for the amount noncovered with adjustment reason codes.
Print Detail
- Shows each patient dates of service range, with total amount billed and paid.
Print Denials option - run this to see which visits did not pay and why.
- This shows the EOB edit code, adjustment reason code, HIPAA remark code.
  - Include All Unpaid Services prints all unpaid lines.
  - Skip 45 omits contract adjustments to shorten the report.

Create ERA Entries & Post to A/R

Click Create ERA Entries.
- Only use the 'Replace previous posting...' checkbox if you are reposting the file.
When prompted, review the A/R Posting Date (defaults to bank date) and click OK.
- There's an optional checkbox if you have multiple NPIs posting.
Print the report if needed, then click Close.
- At this point, the process has collected the information to post. The report will show you the payment and adjustment amount for each patient/claim.
Click Post to A/R and select OK when processing completes.

Archive the ERA File

After posting is complete, click Archive This 835/ERN File to remove it from the list.

How to Post a Paper Remittance

farrah@barnestorm.com — Wed, 28 Oct 2026 11:39:49 GMT

Post Paper Remittances

Enter paper payments and adjustments, verify the batch totals, and post the entries.

Post a Paper Remittance

Where: Accounts Receivable > Post Payments > Post Paper Remittances

Enter the patient’s chart number, or select the option to search for the patient by name.
Review the patient’s Accounts Receivable history. Locate the billing month for the payment and select the line containing the balance.
The Add/Edit Accounts Receivable screen will open. Update the Transaction Date, if needed.
In Amount #1, enter the payment amount and select the appropriate payment code.
- A default payment code may appear when one is assigned to the payer.
- If a code does not appear, search by its description or enter the three-digit code.
If an adjustment is needed, enter the adjustment amount and code in Amount #2. Skip this section when there is no adjustment.
Enter any helpful notes in Comments. For example, you may document the specific dates of service included in the payment.
Click Save.
Repeat these steps for each additional patient or payment.

Review and Post the Entries

Important

Review the payment detail and verify the totals before approving and posting the batch.

After all payments have been entered, select View Detail and verify that the entries are correct.
Select Print to print the payment detail, if needed.
Select View Totals and verify that the totals are correct.
Select Approve Totals.
Select Post Entries. A message will confirm that posting is complete.
Select Refresh A/R Detail to view the posted changes.

📩 Need help? Contact Barnestorm Support

Who Unlocked That Visit?

farrah@barnestorm.com — Wed, 21 Oct 2026 08:08:51 GMT

Who Unlocked That Visit?

Use the Assessment Audit report to review who created, updated, locked, or unlocked a visit and when the action occurred.

Run the Report

Go to Reports > Assessment > 30.01 Assessment Audit, and then complete the fields needed for your search:

Log Date After / Before: Enter the date range when the visit may have been created, changed, locked, or unlocked.
Chart#: Enter the six-digit patient chart number. Separate multiple chart numbers with commas, or leave the field blank to include all patients.
- It's recommended to run one chart at time to avoid system time outs.
Employee#: Enter the four-digit employee number of the person who may have completed the action. Leave the field blank to include all employees and office staff.
Notenum (Advanced): Enter the system-generated ID assigned to the visit. This is helpful when searching a wide date range for one specific visit. The Notenum appears on the report and may also be provided by Barnestorm Support.
Action: Select an action, such as created, completed, locked, or unlocked. Leave the field blank to include all actions.
CurrentStatus: Select a current visit status, such as incomplete, unlocked, locked, or locked+charges. Leave the field blank to include all statuses.

Note: CurrentStatus shows the visit's status when the report is run. It does not show a previous status.

Read the Report

Use the following columns to review the visit history:

LogID: The identification number assigned to the audit entry.
LogTime: The date and time the action was completed.
Action: The action completed on the visit. For example, Created indicates the visit was started, while Saved indicates information was entered or updated. Locked&Charged is done by an office staff.
ActionBy: The employee number of the user who was logged into Barnestorm and completed the action.
Employee: The name of the visiting staff.
VxDate: The date of the visit.
LogMachine: The computer name used to complete the action.
Chartnum: The chart number connected to the visit.
PatName: The patient connected to the visit.
Current Status: The visit's status when the report was run.

📩 Need help? Contact Barnestorm Support

How To Bill For Flu Shots

farrah@barnestorm.com — Tue, 20 Oct 2026 08:51:51 GMT

How to Bill for Flu Shots

See attached instructional guide for steps to set up and bill flue/PPV shots.

** The Home Health Agency is responsible for making sure the correct revenue code and HCPCS codes are put in the Barnestorm system for the Flu Shot and the Flu Shot Administration. Here are common codes used in home health:

NC Medicaid Influenza Vaccine Guidelines for 2026-2027 | NC Medicaid

Vaccine Pricing | CMS

Revenue Codes for the Vaccine and Administration

Vaccine - 0636
Administration - 0771

Medicare Part B provides preventive coverage only for certain vaccines.

Influenza HCPCS codes: once per flu season (codes 90630, 90653, 90656, 90662, 90673-74, 90682, 90685-88, 90756, Q2035, Q2037, Q2039)
Pneumococcal HCPCS codes: (codes 90670, 90732, once per lifetime with high-risk booster after 5 years)

Home Health

Home health agencies can provide the influenza virus vaccine and pneumococcal pneumonia vaccination (PPV), using Type of Bill (TOB) 341: home health outpatient Part B benefit.

Hospice

Hospice agencies can provide the influenza virus and pneumococcal vaccinations to beneficiaries who request them, including those who have elected the hospice benefit. Vaccinations provided by a hospice agency may be billed on an institutional claim to the Medicare contractor. Since these services are not part of the Medicare hospice benefit, they must be billed on a separate claim and must only include charges for the vaccine and their administration. Click here for a listing of patients with Flu shots.

📩 Need help? Contact Barnestorm Support

EVV - Editing Visits and Deviations

farrah@barnestorm.com — Tue, 20 Oct 2026 06:46:49 GMT

EVV Visit Corrections and Deviations

Learn how to correct visit times, update verified EVV visits, and document deviations for reporting.

Important Notes

Do not change visit times *just* to match authorizations.
Per NC DHHS, record the actual time worked -- even if over or under authorization.
Adjust future visits in the Aide Schedule instead of editing past visits for authorization purposes.

Use these steps when:

You need to correct a clock out time due to a mistake (marks as adjusted).
Incomplete tasks need marked (telephony).
Incorrect job code was used.

⚠ Note: Check to see if the aide plan needs adjusted, as well.

Correcting Overage Time on Visits

📽️ Fix EVV Visit to Correct Visit Time

When an aide stays longer than authorized, handle it the same way you normally would per NC DHHS:

If overage was legitimate (accident, extra care needed) → Adjust the service plan. Shorten future visits on the Aide Schedule. Do not use the correction process below.
If overage was an error → Follow the steps below.

Steps to Edit EVV Visit

Go to the EVV Visits and select the visit to edit.
If visit is Charged, click the 🔓 Unlock icon.
Click Edit.
Make necessary changes (codes, payer, job code, visit type, tasks etc.).

To fix times If EVV already validated:
- Check Adjust Times → update Adjusted Start and Adjusted End.

Set Reason and Memo for change (e.g., Caregiver error).
Click Update Visit. For Sandata payers, the visit will be re‑verified if already sent.
You may need to run Employee Activity > Import Visit Charges if it was imported previously.

Recording Visit Deviations

For any visit with a deviation—such as aide left early, no substitute available, etc.—record details in the Comments field of the visit.

If the visit is cancelled → Change Visit Type to a cancellation reason AND set the End Time to match the Start Time.
Deviations will appear on the EVV Compliance Report Pre‑Billing Audit in Reports.

📩 Need help? Contact Barnestorm Support

Holiday Office Closures

farrah@barnestorm.com — Wed, 14 Oct 2026 07:24:51 GMT

Barnestorm Office Closure Notice

Veterans Day

Office Closed: Wednesday, November 11, 2026

Live support will be unavailable on Wednesday, November 11, 2026. Tickets and the knowledgebase are available 24/7.

How to Reach Us While We’re Closed

You can still submit support requests — we’ll reply as soon as we’re back!

Use the Help page inside Barnestorm
Or click below to email us and create a ticket

customersupport@barnestorm.com

For faster help, include date of service, chart #, employee name, and error text.

Our Yearly Holiday Schedule

Standard planned office closures each year

• 2 business days the week of New Year’s Day
• MLK Day
• Good Friday
• Easter Monday
• Memorial Day
• Juneteenth

• 2 business days the week of Independence Day
• Labor Day
• Election Day (Presidential year)
• Veterans Day
• Thanksgiving (Thu & Fri)
• 2 business days the week of Christmas

EVV - How to Handle Split Visits / Add a Single Schedule

farrah@barnestorm.com — Tue, 13 Oct 2026 07:06:43 GMT

EVV — Handle Split Visits

When an aide leaves during a visit and returns later, each portion must be recorded as a separate visit. A second scheduled visit is also required when a visit crosses into the next date for an HHAeXchange payer.

📽️ Watch: Add a Scheduled EVV Visit

Steps to Add the Second Visit

From EVV Visits, select today’s date if the visit is happening today.
Click the existing visit for that patient.
At the top, click Schedule.
Update fields as needed: Employee, Payer and Job Code, Date and Time.
If there are multiple Aide Plans, select the correct employee number/dates and click Reload Tasks.
Click Check All to select all tasks, or check only those needed.
Click Add Schedule at the bottom right.

Tips

Confirm times are accurate before adding the second visit.
If the split is due to an aide leaving early and not returning, record it as a deviation instead.
Always document in visit Comments why the visit was split.

📩 Need help? Contact Barnestorm Support

CareChamp - Forgot to Clock Out of Visit

farrah@barnestorm.com — Mon, 28 Sep 2026 08:28:49 GMT

Forgot to Clock Out

If you forget to clock out of a previous visit, the CareChamp app offers a built-in safeguard.

When you clock in for your next visit, the previous visit will automatically clock out.
This feature is only active if the missed visit is between 1 and 3 days old.

Why use this feature?

It captures GPS coordinates to help keep you in compliance with EVV.

Office staff should avoid completing the visit in office if this process will take place.

EVV / CareChamp - Employee Forgets to Clock Out

farrah@barnestorm.com — Mon, 28 Sep 2026 08:28:31 GMT

Complete a Visit When an Aide Forgets to Clock Out

Learn how to complete a visit that remains “In Progress” in CareChamp or Barnestorm Office because an aide forgot to clock out.

📽️ Watch: Complete a Visit When an Aide Forgets to Clock Out

Manual Visit Completion

Use this process if the visit is not clocked out and still shows “In Progress.”

See the Best Practice section later in this article for App Visits.

IMPORTANT

The Finish button may not be active until 2 days after the scheduled date.
The delay will give the visit time to sync to the office.
Each agency can set their own number of days enable the Finish button.

Steps:

In Barnestorm Office, go to EVV Visits.
Select the visit showing In Progress.
Click Finish to mark the visit as complete.
If needed, click Edit to adjust visit times or complete any missing tasks.
Verify accuracy and Update Visit.

Best Practice for Care Champ

Visits will auto-complete if the next visit occurs within 1 - 3 days of the previous in-progress visit.
When auto-completion happens, the aide will see a pop-up confirming the previous visit was marked complete.
The message disappears automatically — no action required from the aide.

If Visit Shows Completed in the App but Not in Office

Have the aide open the visit in Care Champ and tap Resend.
This will send the visit to Barnestorm Office and display it on the EVV Visits screen.
Sync may take up to 1 hour during office hours or until the next day if after hours.
Low cellular signal can delay syncing.

📩 Need help? Contact Barnestorm Support

EVV - Key Supervision Visits

farrah@barnestorm.com — Fri, 11 Sep 2026 06:28:40 GMT

Enter Supervision Visits

Enter no-charge supervision visits under Employee Activity > Visit Entry to track upcoming supervisory visits using Report 17.33.

Key Points for Setup

Supervising Employee – Assigned revenue code nursing X55X (e.g., 0550)
Go to: Codes > Other Basic Codes > Employees to verify
Visit Status Code – Description should include Supervision
Settings: Chargeable = No, Care Given = Yes, Real Visit = Yes Go to: Codes > Program Related Codes > Visit Status Codes
Job Code – Use a job code with Supervision in the description
Go to: Codes > Rates > Job Codes to view list

Steps to Add Supervisory Visits

Go to Employee Activity > Visit Entry.

Choose the visit date.

Select the employee, patient, and correct payer.

Enter the job code and visit status code (non-chargeable).

Use the description field to search by name if needed.

Add the visit time or total time.

Click Save.

📩 Need help? Contact Barnestorm Support

17.33 Print Supe Visit Due List

farrah@barnestorm.com — Fri, 11 Sep 2026 06:26:32 GMT

Supervision Visits Due — 17.33

View upcoming supervisory visits due for CAP/PCS patients based on the last supervisory visit date and the agency’s program settings.

Screen Location

Patients Histories > Authorizations > 17.33 – Supe Visit Due
Referrals > Authorizations > 17.33 – Supe Visit Due
Reports > Audit > 17.33 – Supe Visit Due

Setup Notes

Supervisory visits must be entered using an employee with a nursing revenue code.
Employee must have a nursing Rev Code under Codes → Other Basic Codes → Employees.
Enter supervisory visits in Employee Activity → Visit Entry as a non-chargeable visit.
Visit status and job code should include “Supervision”.
Only visits with “55” in the middle of the revenue code will count (e.g., 0550).

How to Run the Report

Thru Date: Include visits due on or before this date.
# of Days: Number of days between required supervisory visits (e.g., 90).
Programs / Payers / Teams: Optional filters. Leave blank to include all.
Sequence: Choose how results should be sorted.
Add Case Manager to Report: Optional checkbox to include assigned case manager (from Referrals > Employees).

How to Read the Report

Tm: Team number (Referrals > Primary Team#)
Last Vis: Most recent visit completed (Visit Entry)
Last Sup: Last supervisory visit by employee with Rev Code 0550
Next Sup Due: Based on the # of Days setting
Employee: Person who completed the last supervision visit
Case Manager: Employee listed under Referrals > Employees (if included)

Note: If no qualifying supervision visit is found, the report defaults to 60 days from admit date.

Troubleshooting Tips

Patient will not appear if the last visit is a supervisory visit.
Ensure the employee has a Rev Code with “55” in the middle (e.g., 0550).
Go to: Codes > Other Basic Codes > Employees to verify.
If changes were made, rerun the report.

📅 Last updated: 7/23/2025
📩 Need help? Contact Barnestorm Support

17.34 Print Authorized Hours Used

farrah@barnestorm.com — Fri, 11 Sep 2026 06:24:20 GMT

Authorization vs. Visit Usage Report — 17.34

Compare a patient’s authorized hours or visits with completed visits to identify the overuse or underuse of services.

Location in Barnestorm

Patient Histories > Authorizations > 17.34 – Authorized Used
Reports > Audit > 17.34 Authorized Used

Requirements for Accurate Results

Before running the report, confirm:

Patient authorizations are entered (Patient Histories > Authorizations).
Visits are entered or imported via:
- Employee Activity > Visit Entry or Import Visit Charges
- Point of Care
- EVV
- Manual entry

How to Run the Report

Filters & Options

Programs / Payers / Teams: Filter by number or leave blank for all.
Weekly / Monthly / Yearly / Discipline: Match your authorization frequency.
From / Thru Dates: Determines which visit charges are included. If two auths overlap, the most recent will be used.
PCS / CAP / All: Select patient group(s).
Include All Patients With Visits: Includes patients with visits even if no authorization exists.
Summary + Excel: Works with Weekly, Monthly, Monthly+Weekly. Provides a summary of detailed report data.
Note: VA Respite, CAP Live-in, and CAP Respite use actual hours instead of auth hours due to unique data entry.

Additional Options (Monthly Only):

Use Visit Charges Thru This Date: Includes charges up to this date and schedules for the rest of the month.
Use Schedules Instead of Charges.
Only Print Those With Hours Over or Under.

Discipline Authorizations Only:

Option to include LUPA Episodes (ending today or later with low visit counts).

How to Read the Report

Weekly / Monthly / Yearly Format

Hours Used: Visit hours within date range.
Auth: Hours from Authorization screen.
Hours Limit: Authorized hours allowed.
Hours Under / Over: Difference between used and authorized hours.
Facility Days: Days in facility (adjusts total auth).

How Monthly+Weekly Auth Hours Are Calculated / Behind-the-Scenes Logic
Expand for more details...

When using this option, the system estimates the monthly Hours Limit by converting weekly hours into a monthly total based on the number of days in the selected month.

For example:

If the weekly authorization is 35 hours
And the month has 30 days

The system performs this calculation:

30 days ÷ 7 = 4.29 weeks (approximate)4.29 × 35 hours = 150.15 monthly hours

Note: This is an estimate and does not account for weekday vs. weekend distribution. It’s intended as a close approximation for tracking purposes.

Discipline Format:

Disc: Discipline (e.g., RN, PT)
Vx Auth / Vx Done: Authorized vs. completed visits
AuthThru / Days Auth / Days Done / Days Left
Authorization #: From Patient Authorizations screen

Troubleshooting Tips

Patient Missing? – Check date range, confirm authorization exists, try "Include All Patients With Visits", verify PCS/CAP/All selection.
Hours Over/Under Incorrect? – Look for overlapping auths, confirm auth type and amounts, review visit entries in Visit Entry.

📩 Need help with this report? Contact Barnestorm Support

Common Issues Related to Updating EVV Care Plan

farrah@barnestorm.com — Fri, 11 Sep 2026 05:54:45 GMT

EVV — Common Scheduling and Care Plan Issues

Troubleshoot common issues involving Aide Care Plans, EVV Visits, and schedule updates in Barnestorm Office.

Overview

This guide covers the most common issues and misunderstandings when maintaining EVV schedules and care plans, including:

When to use Stop and Copy on the Aide Care Plan.
When to edit/recreate schedules vs. update a single entry.
What actions cause schedule/app problems and should be avoided.
When Barnestorm Support may need to help clean up existing schedules.

📎 Related: Complete Aide Care Plan Manual

Important Schedule Requirements

Each schedule must have a valid Program and Payer.
An appropriate aide Job Code
- Typically, the Job Code matches the payer code
- The Job Code should have aide revenue codes (e.g., 0570, 0571, 0599).
A chargeable visit code
A valid Employee/Caregiver who is set up correctly in Barnestorm for EVV.

If any of these pieces are missing, the aide may not see the visit/tasks on the app or may be unable to clock out.

#1 Issue – When to Use Stop and Copy on the Care Plan

The Stop function removes future EVV visits from Care Champ and adds new ones correctly. Use Stop and Copy instead of editing the existing plan when any of the following change:

the assigned aide is permanently changing (not just a substitute).
- Substitute aides can be applied on the individual schedule.
- For longer terms of leave, copy and stop and add a plan for the active aide.
the patient switches payers.
when adding or removing tasks.
when task descriptions are updated.
adjusting patient visit times, days, frequency.

Do NOT:

Do not change the Thru Date on the care plan to end services.
Changing the Thru Date will not clear future visits from the app and can cause schedule errors.

📽️ Video:EVV – Changing the Aide on the Care Plan / Ending Care Plan Early

When to Edit and Recreate Schedules

Edit/recreate schedules (rather than Stop and Copy) when data was entered incorrectly from the beginning:

You find incorrect or incomplete information on schedules that needs to be updated.
The preferred visit time of day or day of week was entered incorrectly.
- If time or day of the week is changing, then use the Stop and Copy feature.
Note that this does not keep a historical record of the aide plan.

📽️ Video: [later use]

When to Update a Single Scheduled Entry

Update a single schedule entry (instead of recreating everything) when:

The assigned aide calls off and a fill-in aide will complete that visit only.
You need to change the scheduled time in and out.

For a single visit, do NOT:

Do not remove the existing scheduled entry and manually add a brand-new one.
Do not copy a past schedule and paste it into a future date.
Do not use the Recurrence feature on the Schedule Calendar for EVV changes.

Article: EVV - Change date and / or employee on a single schedule

Issues Prevented When Steps Are Followed

Correct use of Stop and Copy, schedule edits, and single-entry updates will help prevent:

Incorrect app schedules – missing or duplicate visits on the aide’s app, even when Barnestorm Office looks correct.
Aides unable to clock out or unable to view tasks for a visit.
EVV visits that do not print on the weekly visit note.

Extra Tips for Adding/Editing Scheduled Visits

Do NOT use these screens for EVV schedules:

Do not copy previously used schedules and paste them into future dates.
Do not use Schedule Entry, Medicaid Weekly, or Medicaid Monthly screens to add EVV schedules.

✅ Recommended:

Use the EVV Visits or Schedule screen to add extra schedules.
Always be sure to select the correct Aide Care Plan when adding a new schedule.

When to Contact Barnestorm Support

If incorrect steps have already been taken on an existing care plan (for example, manual schedule edits in multiple places or incorrect Thru dates), Barnestorm Support may need to:

Clean up incorrect schedules in the background.
Remove problem visits and rebuild them using the correct EVV workflow.
Help ensure the app and Barnestorm Office are back in sync.

Tip: When in doubt, stop and copy the care plan for permanent changes, and use the EVV Visit screen for one-time schedule fixes.

EVV - Managing the Aide Care Plan

farrah@barnestorm.com — Fri, 11 Sep 2026 04:05:18 GMT

Manage Aide Care Plans

Learn how to create, edit, renew, and stop an Aide Care Plan under Aide Activity > Aide Plan.

📌 Note: This article contains collapsible sections that may not print properly. We recommend saving or bookmarking the link to ensure you have access to the most up-to-date and complete content.

Overview

The Aide Care Plan is the blueprint for a patient’s in-home care, based on their approved authorization.
It specifies the assigned aide, tasks to be completed, visit days/times, and authorized period.
When finalized, it generates schedules for the entire authorized period:
- EVV Visits screen
- Schedule Calendar screen
- Aide’s CareChamp app and telephony system

📎 Related Guides / Features that work with Aide Plan:

Quick Reference: When to Use Each Process

Important Notes

The Aide Care Plan should cover the entire approved authorization period.
❌Do NOT remove or overwrite expired plans; they are historical records for visit notes and audits.
❌Do NOT change the Start or Thru date on any plans that have documentation tied to them.
- New dates require that you copy and stop, which creates a new plan for the updated dates.

➡️ Start Here — Select an Aide Care Plan Process Below

Creating an Aide Care Plan – For New Plans

📽️ Watch Video: Add Aide Care Plan

Steps to Create an Aide Care Plan

Go to Aide Activity > Aide Plan and click New.
Adjust the From and Thru dates to match the authorization. (Auth dates appear at the bottom of the screen.)
Assign Staff & Verify Payer Information:
- Select the assigned aide and office case manager.
- For CAP/PCS: Most agencies make the payer and job code match — this is helpful for billing correct service code.
- Vst Code should be a regular chargeable visit.

Based on the service plan, select all tasks that could occur during the week.
Check the box for each day of the week the aide will visit.
Adjust the times for each day to match the service plan.
If certain tasks should not be done on specific days, uncheck them for that day.
(Optional) Use the Precautions tab to select any applicable safety notes or alerts.
(Optional) Enter notes for the aide on the Special Instructions tab. These display on the CareChamp visit Start screen.
Verify accuracy of the plan before scheduling.
Finalize the Schedule - this generates the schedules and pushes them to CareChamp
- Click Create Schedule and wait for it to process.
- Click Save Plan.
(Optional) Verify the Schedule — Go to Aide Activity > Aide Schedule and pull up the patient. Use Month View to adjust minutes as needed to match the authorization.

Changing the Aide / Ending Care Plan Early (Copy & Stop)

📽️ Watch Video: Copy and Stop Aide Care Plan

Overview

Use when the assigned aide is permanently changing (not just a substitute).
- Substitute aides can be applied on the individual schedule.
- For longer terms of leave, copy and stop and add a plan for the active aide.
Use when the patient switches payers.
Use when adding or removing tasks.
Use when task descriptions are updated.
Appropriate for adjusting patient visit times, days, frequency.
The Stop function removes future EVV visits from CareChamp and adds new ones correctly.

Important Notes

After stopping a plan, you may edit the stopped date if the plan ends on a different date than current date.

Steps to Complete

Part 1 — Copy Existing Aide Plan

Go to Aide Activity > Aide Plan.
Select the active plan and click Copy to create a new plan.

This copies all details from the existing plan into a new one.

The From date will be the effective date of the change.
The Thru date will match the end of the authorization.
UPDATES: Make necessary changes, reviewing the details carefully.
Click Create Schedules to generate schedules for the new plan's date range.
Click Save Plan.

Part 2 — Stop / Discontinue Old Aide Plan

Select the plan to be discontinued and click Stop. Confirm when prompted.
Wait for the entry to turn grey — this may take a minute.
- Behind the scenes: This sets the Stopped Date to today, removing schedules today and going forward from both Barnestorm Office and the aide's CareChamp app (for this plan only).
Click Save Plan.

Part 3 — (Optional) Changing the Stopped Date

The Stopped date equals the date the plan is no longer in effect.
Select the stopped care plan and click Edit.
Change the Stopped date (⚠ NOT the From or Thru date).
Click Save Plan.
- No need to click Create Schedules — schedules will adjust automatically.

Editing an Aide Care Plan – Correct Errors

Overview

Use this process when incorrect or incomplete data was entered originally.
This should not be used often.
Will update the plan and schedules for EVV.

Important Notes

Do NOT use this process for tasks like Switch the assigned aide, Change From / Thru dates, Switch payers.
See 'Changing the Aide / Ending Care Plan Early' for a list of appropriate uses.

Steps to Edit an Aide Care Plan

Go to Aide Activity > Aide Plan and select the plan to update.
Click Edit and make the necessary changes.
Click Create Schedules to apply updates to the schedule.
Click Save Plan once schedules are regenerated.

Renewing an Aide Care Plan

Overview

Use when the current aide care plan has expired and a new one is needed for a new authorized period.
Ensure there are no gaps in the aide’s schedule when authorization dates change.
Use one of the following reports to check aide plan / authorization thru dates:
- Reports > Audit > 17.35 Expiring Authorizations
- Reports > Audit > 17.36 Aide Plan Audits > Detailed Report, Print by Expiration Date

Steps to Complete

📽️Watch Video: Renew Aide Care Plan

Step 1 — Add the New Authorization

Go to Patient Histories > Authorization for the patient.
Select the payer and enter the new authorized dates and hours. ✅ Do not overwrite the previous authorization.
Update the authorization number if the payer requires it for claims.
📄 See: How to Add Authorization Dates and Hours

Step 2 — Copy the Expiring Care Plan

Go to Aide Activity > Care Plan and select the expiring plan.
Click Copy.
Change the From and Thru dates to match the new authorization period.
Update other details as needed:
- Aide
- Tasks
- Days or visit times
Click Create Schedules and then Save Plan to generate new schedules.

Print Options

Overview

Print a quick care plan summary or a weekly time sheet with documented visit details.

🖨️ Print Care Plan Summary

Aide Activity > Aide Plan → select the plan.
Click Print (top of the screen).
Review the basic plan details, then print or save as PDF.

🗓️ Print Weekly Time Sheet

Shows documented visits, start/end times, and tasks completed.

Aide Activity > Aide Plan → select the plan.
If more than one plan exists, choose the correct aide and date range.
Open the Aide Plan dropdown and select the week to view.
Click Print to print.

💡 Tip: If a sheet looks incomplete, verify visits were documented as EVV and assigned to a care plan.

📩 Need help? Contact Barnestorm Support

EVV - Mark SANDATA Visit as Non-Billable

farrah@barnestorm.com — Fri, 11 Sep 2026 03:32:11 GMT

EVV — Mark a Sandata Visit as Non-Billable

Correct a verified Sandata visit that was recorded under the wrong date by marking the incorrect visit as non-billable.

This process updates a verified visit that has already been sent to Sandata so it is marked as a non-billable visit. Only use this process for mistakes such as incorrect dates or accidental visits.

Important Notes

Do NOT use this process to change visit times just to match authorizations.
NC DHHS requires you to report the actual time worked. If needed, adjust other visits later.

Step 1 — Mark the Incorrect Visit as Non-Billable

Go to EVV Visits and select the incorrect visit.
Click Edit (🔓 unlock if the visit is already charged).
Uncheck Bill Visit, then click Update Visits.
This sends an update to Sandata marking the visit as non-billable.
The visit will show in Barnestorm as Cancelled.
Optional: Once confirmed in Sandata as non-billable, you may:
- Edit the visit in Barnestorm to a non-chargeable visit code, or
- Remove the visit entirely.
✅ You’re done if the visit does not need to be replaced.

Step 2 — Add the Correct Visit Manually

While still in EVV Visits, make sure the correct patient is selected.
Click Add Visit.
Enter the correct date and time.
Check Bill Visit.
Click Reload Tasks and select the needed tasks.
Click Add Visit.
Double-click the new visit to send it to Sandata.

Ways to Contact the Aide from Barnestorm Office

farrah@barnestorm.com — Fri, 11 Sep 2026 03:16:52 GMT

Contact Aides from Barnestorm Office

Use Barnestorm Messaging or CareChamp Pro notifications to contact an individual aide, a team, or all aides through in-app messages, text messages, or direct notifications.

Barnestorm Message - Single or Team

Go to Barnestorm Office > Messages.
Select New and use default Barnestorm Messages option.
Manually select employee(s) or use Team option.
Add details and click on Send.
- The aide receives the message inside the CareChamp app (no visual que or sound outside the app).
- CareChamp Pro users will also receive a mobile push notification.

Barnestorm Message - Care Champ

Go to Barnestorm Office > Messages.
Select New Message and the Care Champ option.
Manually select One User or All Users option.
Add details and click on Send.
- The aide receives the message inside the CareChamp app (no visual que or sound outside the app).

Text Message - Single, Team, or All Aides

Go to Barnestorm Office > Messages.
Select New and select the Text Message option.
Manually select employee(s), Team or the All Aides option.
Add details and click on Send.
- The aide will receive a text message if they have a valid number in Barnestorm Office.
- The aide receives the message inside the CareChamp app.
- CareChamp Pro users will also receive a mobile push notification.
- Device user can NOT text back.

Send a Push Notification (CareChamp Pro Only)

Go to Codes > Other Basic Codes > Employees, select the aide.
Click Care Champ Settings.
Type a message at the bottom of the screen.
Click Send Notification to send a notification to their mobile device.

Call the Aide

Go to EVV Visits and select their scheduled visit.
The aide’s contact number appears at the bottom of the screen.

📩 Need help? Contact Barnestorm Support

EVV - EVV Visits Verify

farrah@barnestorm.com — Thu, 10 Sep 2026 06:47:56 GMT

EVV Status Overview

The EVV Status column displays the verification date after a visit is successfully sent to Sandata. If the visit is sent more than once, only the most recent verification date appears.

It is important to note that payers sent through CareBridge or HHAeXchange do not display whether the visit was imported on this screen. The verified status simply confirms the date the visit was completed or edited. The Status could also show up blank.

Automatic Verification Process

Nightly Sandata Submissions

Weekday Processing: The system checks the last 48 hours for visits added.
Weekend Processing: The system extends the search to 8 days.
- Pending visits
- Send failed visits
- Verified visits that were modified
- Late visits manually added

Sending & Resending Visits

Double-Click to Send Pending or Resend Verified Visits

If needed, double-clicking a visit will send or resend it to Sandata.
The EVV Status column will update to Sending (see GIF below).
Stay on the EVV Visits screen (do not change dates or patients) until you see:
- Green Verified Status (successful)
- Orange Send Failed (issue with submission)

Editing a Verified Visit - Sandata

After making changes to a verified visit, click Update Visit.
The system will automatically resend the visit to Sandata.

Filtering for EVV Payers

Only EVV Payers

To focus on Medicaid Direct visits, select the EVV Payers dropdown and click Sandata.
This removes non-Sandata payers, including MCO Medicaid, private insurance, and VA, so that only Medicaid Direct visits remain.

Resolve Sandata Errors Article

📩 Need help with this article? Contact Barnestorm Support

EVV - Monitor Late Clock In

farrah@barnestorm.com — Thu, 10 Sep 2026 06:08:23 GMT

EVV — Monitor Late Clock-Ins

Identify scheduled visits that have not started on time so office staff can follow up promptly.

📽️ Watch: Monitor Late Clock-Ins-feed.

How It Works

If a visit hasn't been started within a set number of minutes after its scheduled start time, it displays the Late icon.
Example: A visit scheduled for 8:00 AM will show the icon at 9:00 AM if your late setting is 60 minutes.
The icon disappears once the visit is In-Progress or Completed.

Why It Helps

Makes it easier for office staff to spot delays.
Enables quick follow-up with the aide (their number appears at the bottom when you click the visit).

Setup Notes

This feature is optional and disabled by default.
Agencies choose the number of minutes to wait before a visit is marked late.
Does not block the aide from starting the visit — it’s a visual alert only.
Works best when scheduled times reflect actual visit times.
Setup Path: Barnestorm Office > Codes > Security > Global Settings > Aide Activity > 0227: Set number of minutes considered late.
Tip: After selecting a scheduled entry, you will see the aide’s cell phone listed at the bottom of the screen.

📩 Need help? Contact Barnestorm Support

EVV - Adding Scheduled (Respite) Visits

farrah@barnestorm.com — Thu, 10 Sep 2026 05:49:19 GMT

Respite EVV — Add a Scheduled Visit

Add scheduled Respite visits when service dates are determined weekly or at the last minute.

📽️ Watch: Add a Scheduled EVV Visit

Overview

Create the Aide Care Plan using the Respite payer and job code.
Select all days on the care plan, but do not auto-generate schedules.
Add each scheduled visit from the EVV Visits screen as dates are confirmed.

Steps to Schedule a Respite EVV Visit

Create the Aide Care Plan using the Respite payer and job code.
Select all days of the week on the care plan. Do not generate schedules for Respite care plans.
When the visit date is known, go to the EVV Visits screen.
Select any schedule/visit for the patient and click the Schedule button (top).
Update as needed: Employee, Payer, Job Code (usually Respite), Date, and Time.
Under Aide Plans, select the Respite care plan, then click Reload Tasks.
Click Check All to include all tasks, or select only the tasks needed.
Click Add Visit (bottom-right) to create the scheduled visit.

Tip

Respite dates change often—add visits individually from EVV Visits rather than generating from the care plan.
Always verify the Payer and Job Code before saving.

EVV - Creating Care Champ Profile

farrah@barnestorm.com — Thu, 10 Sep 2026 05:47:13 GMT

Create and Manage Care Champ Users

Create a Care Champ account, synchronize schedules, manage user settings, or deactivate an employee’s access.

📽️ Watch: Create a CareChamp User Profile

If the employee has not been added to Barnestorm, follow the instructions inAdd, Edit, Terminate, or Reactivate an Employeebefore creating the Care Champ account.

Create a New Care Champ User

From Barnestorm Office, go to Codes > Other Basic Codes > Employees.
Select the employee using their four-digit employee code or name.
Review the First Name and Last Name fields. Do not include credentials, office information, or other special characters. Hyphenated names are allowed.
Leave the Email Address field blank so Barnestorm can generate the CareChamp login. Enter the employee’s personal or business email in Email Address 2, if available.
Check the Care Champ box.
Note: If this box is already checked, the employee’s CareChamp account may already exist.
Click Save.
Click Care Champ Settings and select any settings that apply. The available settings are explained below.
Click Save.
Click Sync Schedules and wait for the progress bar to finish.

Invite the employee: After all employee information has been entered, click Invite to send the employee an email or text message with instructions for accessing the app.

Care Champ User Requirements

When the employee record is saved, Barnestorm checks the following information:

Cell phone number, including the area code
Program
Job code
Revenue code assigned to the job code
Social Security number

CAP/PCS job codes must use revenue code 0570 or 0599. Home Health nursing job codes must use revenue code 0550.

Important: Barnestorm will display a warning if required information is missing or incorrect. After making corrections, click Save again.

When all requirements are met, Barnestorm automatically enters an email address in the Email Address field. The address combines the employee’s first and last name with a shortened version of the agency name. This field becomes locked and cannot be changed.

The generated email address is the employee’s Care Champ username. Barnestorm also generates a password, which can be found under Reports on the main menu.

Important: Do not change or replace the generated email address after the Care Champ user has been activated.

Synchronize Schedules

After the employee is set up for Care Champ, the Sync Schedules button appears below Care Champ Settings. Click this button to send existing schedules to the Care Champ app.

A green progress bar appears while the schedules are synchronizing. Do not exit the screen or select another employee until the progress bar disappears.

Deactivate a Care Champ User

When an employee is terminated, you can deactivate the employee’s Care Champ login.

Before deactivating the user: Verify that all visits have synchronized to Barnestorm Office. Visits may still show a Pending or Send Failed status for Sandata.

Go to Codes > Other Basic Codes > Employees.
Select the employee using their four-digit employee code or name.
If the employee has been terminated, uncheck Active Only to include inactive employees in the search.
Uncheck the Care Champ box and click Save.
Click Yes when asked whether you want to remove the CareChamp user.
Wait for the process to finish. The system removes the employee’s visits from the app and then deactivates the user. Visits already received by Barnestorm Office will remain intact.

The screen may appear unresponsive while the process is running. This is normal and may take a minute to complete.

Care Champ Settings

My Patients Only: Limits the patient list to patients assigned to the employee under Referrals > Employees. This setting applies to the Schedule New Visit screen when Hide Schedule Create is not checked.

Show Visit Timer: Displays a timer at the bottom of an active visit. It shows how long the visit has been in progress and how much scheduled time remains. This setting is recommended.

Show Patient Directions: Displays directions entered under Referrals > Directions in the patient’s contact information within the app.

Hide Schedule Create: Prevents the employee from creating a visit when no schedule is available. If this option is not checked, employees can create unscheduled visits that may not be linked to the Aide Care Plan for weekly reporting.

Location Lockdown: Requires location services to be enabled and working. The employee must start and end the visit within a one-mile radius of the patient’s home.

Use Location Lockdown with caution: Management should approve this setting before it is activated. Barnestorm cannot troubleshoot location-service problems on the employee’s device.

Lock User: Prevents the employee from logging in without removing their Care Champ credentials. Uncheck this option to restore access.

Troubleshooting

Issue: The employee cannot log in to the app, and no error message appears.

Check: Go to Codes > Other Basic Codes > Employees and select the employee. Click Care Champ Settings and verify that Lock User is not checked. If it is checked, uncheck it, click Save, and then click Sync Schedules.

EVV - Cancel a Visit from EVV Visits Screen

farrah@barnestorm.com — Thu, 10 Sep 2026 05:33:37 GMT

Cancel a Visit — Non-Chargeable

Mark a scheduled visit as canceled from the EVV Visits screen. Canceled visits are non-chargeable and are not sent to the EVV aggregator.

📽️ Watch: Cancel a Visit

How It Works

Select the visit that needs cancelled.
Click the Cancel button.
Select the Visit Type reason for the cancellation.
The end time automatically changes to match the start time.
Add Comments if needed.
Click on Update Visit.

📩 Need help? Contact Barnestorm Support

Knowledgebase » Knowledgebase

04.20 Billing Summary By Patient

EVV - Prepare and Send EVV Visits to HHAeXchange

HHAeXchange Visit Import

Requirements

Filters & Options

How to Run

EVV - Audit EVV Visits

Audit EVV Visits Before Billing

Overview

Review EVV Visits

Run the EVV Pre-Billing Audit

EVV - Schedules or Visits in App Do Not Match Office

EVV — Fix Schedule and Visit Sync Issues

1️⃣ Scheduled Visits in App Do Not Match Barnestorm Office

Step 1 – Check the Aide’s Schedule in Office

Step 2 – Re-Sync the Aide’s Schedule

2️⃣ Visit Shows as Missed or In-Progress in Office, but Completed in App

Common Cause

Automatic Sync Attempts

Fixing a Single Visit or One Aide/Patient

If the Issue Affects All Visits

Post Electronic Remittance for NCTracks

Post Electronic Remittance for NCTracks

Overview

Select ERA Files

Process the ERA File

Review & Print (Optional)

Create ERA Entries & Post to A/R

Archive the ERA File

How to Post a Paper Remittance

Post Paper Remittances

Post a Paper Remittance

Review and Post the Entries

Who Unlocked That Visit?

Who Unlocked That Visit?

Run the Report

Read the Report

How To Bill For Flu Shots

How to Bill for Flu Shots

Revenue Codes for the Vaccine and Administration

Medicare Part B provides preventive coverage only for certain vaccines.

Home Health

Hospice

EVV - Editing Visits and Deviations

EVV Visit Corrections and Deviations

Use these steps when:

Correcting Overage Time on Visits

Steps to Edit EVV Visit

Recording Visit Deviations

Holiday Office Closures

How to Reach Us While We’re Closed

Our Yearly Holiday Schedule

EVV - How to Handle Split Visits / Add a Single Schedule

EVV — Handle Split Visits

Steps to Add the Second Visit

Tips

CareChamp - Forgot to Clock Out of Visit

Forgot to Clock Out

EVV / CareChamp - Employee Forgets to Clock Out

Complete a Visit When an Aide Forgets to Clock Out

Manual Visit Completion

Best Practice for Care Champ

If Visit Shows Completed in the App but Not in Office

EVV - Key Supervision Visits

Enter Supervision Visits

Key Points for Setup

Steps to Add Supervisory Visits

Go to Employee Activity > Visit Entry. Choose the visit date. Select the employee, patient, and correct payer. Enter the job code and visit status code (non-chargeable). Use the description field to search by name if needed. Add the visit time or total time. Click Save.

17.33 Print Supe Visit Due List

Supervision Visits Due — 17.33

Screen Location

Setup Notes

How to Run the Report

How to Read the Report

Troubleshooting Tips

17.34 Print Authorized Hours Used

Authorization vs. Visit Usage Report — 17.34

Location in Barnestorm

Requirements for Accurate Results

Go to Employee Activity > Visit Entry.

Choose the visit date.

Select the employee, patient, and correct payer.

Enter the job code and visit status code (non-chargeable).

Use the description field to search by name if needed.

Add the visit time or total time.

Click Save.