EVV — Change Date / time / Employee on a Single Schedule
Update an existing scheduled visit to change the date/time or the assigned employee. Updates flow to EVV Visits, Schedule, and the CareChamp/Telephony systems.
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Watch: Change a Scheduled Visit when an Aide Calls OutImportant: Each EVV schedule is created from the aide care plan and inherits its tasks. Creating a new schedule must be done a specific way or else it may not link to the aide plan, causing issues. Editing the existing schedule is the best way to avoid issues.
Steps
- Go to Aide Activity > Aide Schedule (or Employee Activity > Schedule).
- Pull up the employee or patient from the top search bar.
- Right-click the schedule and choose Edit.
- Update the Employee, Time In, Time Out, and (if needed) the Day of Week at the bottom.
- Verify that the Job Code is correct and does not change to the employee’s default code.
- Click Save & Close. The schedule updates immediately.
🖱️ Click & Drag: In the Schedule Calendar, drag a visit to a new date/time slot to reschedule quickly.