EVV - Editing Visits and Deviations


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

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.


    Posted Thursday, September 23, 2021 by farrah@barnestorm.com
    http://kb.barnestorm.biz/KnowledgebaseArticle51585.aspx