Use these steps for the following reasons: • Incorrect or incomplete information was keyed originally. You can use this process if the payer was keyed incorrectly but, note there is a different process if the patient switches payers.
• You need to change the times the patient will be seen.
Do NOT use the following steps to:
- Switch out the assigned aide.
- Renew or change the authorization (from and thru) dates.
- Switching the payer.
This process will update the plan and the information on the schedules for EVV.
1. From Aide Activity > Aide Plan select the plan and click on Edit.
2. Modify the information that is incorrect.
3. Click on Create Schedules.
4. Once the schedules are finished creating click on Save Plan.
Note: The Create Schedules button may only appear once valid information has been updated.