Where is EVV configured in AveeCare?

On the Business Settings tab inside Settings. Four cards make up the EVV stack: the master toggle (Electronic Visit Verification), EVV State Configuration, Telephony EVV Backup, and EVV Provider Information. One Save button at the bottom of the tab persists every change.

Why would I disable EVV?

Single-state private-pay agencies that do not bill Medicaid sometimes turn EVV off, because EVV is a Medicaid mandate under the 21st Century Cures Act. Medicaid agencies should leave it on. Disabling hides the EVV page from the sidebar and stops verification prompts at clock-out.

What does the default state actually control?

It is the fallback state the EVV exporter uses when no per-batch State filter is set on the EVV page. It also drives which aggregator and export format auto-fill, and which rows show up on the Compliance Checklist. Agencies that bill across multiple states change the EVV page filter per export.

Do I save each EVV card separately?

No. There is one Save Business Settings button at the bottom of the tab. It persists every change on the tab at once, including all four EVV cards. There is no per-card save.

Where do I enter NPI, Tax ID, and State Medicaid Provider ID?

In the EVV Provider Information card at the bottom of the EVV stack. Three fields sit in one row: State Medicaid Provider ID, NPI, and Tax ID. All three are required for aggregator submission. The Compliance Checklist above the card flags missing values in amber.

Will disabling EVV break visits already submitted to my aggregator?

No. Visits that already exported keep their submission record. Disabling stops future exports and hides the EVV page from the sidebar. Re-enabling restores both without affecting past submissions.

Are EVV settings changes audited?

Yes. Every Business Settings save is recorded with the user, timestamp, and the fields that changed. If you need a paper trail for a Medicaid audit, your state Medicaid contact can request the change log through your account manager.

EVV settings

EVV settings is the company-wide on / off plus the default state, aggregator, and export format your tenant uses for Electronic Visit Verification. It lives on the Business Settings tab inside Settings, alongside business hours, timezone, and the other tenant-level controls.

Quick answer

Open Settings and stay on the Business Settings tab. Scroll past Business Phone, Hours, and Timezone to the Electronic Visit Verification (EVV) card. Flip the EVV Requirements Enabled toggle, pick your default state in the EVV State Configuration card below (Aggregator and Export Format auto-fill from the state), then click Save Business Settings at the bottom of the tab.

Open Settings

Where the EVV settings live

EVV ships as four stacked cards on the Business Settings tab. From top to bottom:

Electronic Visit Verification (EVV). Master on / off toggle (EVV Requirements Enabled vs Disabled).
EVV State Configuration. Default State, Aggregator, Export Format, plus the Compliance Checklist that flags missing fields.
Telephony EVV Backup. Phone-based clock-in fallback for visits where GPS or the mobile app is unavailable.
EVV Provider Information. State Medicaid Provider ID, NPI, and Tax ID used for aggregator submissions.

There is one Save button at the bottom of the tab that persists every change at once. There is no per-card save.

1. Open Settings and find the EVV stack

Open Settings

Click Settings in the left sidebar.
The page opens on the Business Settings tab by default. If you landed on a different tab, click Business Settings at the top.
Scroll down past Business Phone Number, Business Hours, and Timezone.
The EVV stack lives roughly in the middle of the tab, between Timezone and AI Features. The first card you see is Electronic Visit Verification (EVV).

2. Toggle EVV Requirements Enabled

Flip the EVV Requirements toggle on.
The label switches between EVV Requirements Disabled and EVV Requirements Enabled. While disabled, the EVV page is hidden from the sidebar entirely and caregivers see no verification prompts at clock-out. Once enabled, the State Configuration, Telephony Backup, and Provider Information cards below all become live.
A Note callout under the toggle confirms the EVV page is visible in the sidebar.
The blue note reads EVV is enabled, caregivers will see complete verification options when starting visits, and will be required to capture signatures when ending visits. That is your signal the toggle is on.

3. Set the default State, Aggregator, and Export Format

In the EVV State Configuration card, open the State dropdown and pick your default state.
The list has 51 entries (all 50 states plus District of Columbia), alphabetical, each labeled State Name (XX). Pick the state your agency primarily bills under. Aggregator and Export Format auto-fill from that pick.
Confirm Aggregator is correct for your contract, override if needed.
A small note under Aggregator tells you the model: State-mandated (no alternatives) for closed-model states, State-provided (alternatives allowed) for open-model states like Arizona, Provider selects vendor for provider-choice states, or MCO-directed vendor selection for managed care states. If your paperwork points at a different aggregator and the model allows it, pick that one.
Confirm Export Format matches the file format your aggregator expects.
The format list narrows to whatever the chosen aggregator accepts. For most contracts that is one or two options. Pick whichever matches your aggregator paperwork.
Fill in NPI, Tax ID, and State Medicaid Provider ID in the EVV Provider Information card.
Three text fields sit in one row at the bottom of the EVV stack: State Medicaid Provider ID (your state-level Medicaid identifier), NPI (your 10-digit National Provider Identifier), and Tax ID (your 9-digit EIN or TIN). All three are required for aggregator submission.

4. Save Business Settings

Scroll to the bottom of the Business Settings tab.
Past Visit Monitoring, SMS Notifications, and Session Idle Timeout, you will see the Save Business Settings button on the far right.
Click Save Business Settings.
One Save button covers the entire tab including every EVV card. After save, the Compliance Checklist inside EVV State Configuration refreshes and any rows you populated flip from amber to green.
Confirm the EVV page is now in the sidebar.
After enabling EVV and saving, an EVV entry appears in the left sidebar (the EVV Dashboard). Use it to review pending visits, run exports, and switch the State filter per export batch if you operate across multiple states.

Common pitfalls

Forgetting to click Save. Toggling EVV Requirements Enabled does not persist on its own. Until you scroll to the bottom and click Save Business Settings, a page refresh wipes the change.
Treating the default State as a per-state grid. AveeCare ships ONE default state on Settings, not a grid. If your agency bills under multiple state Medicaid programs, change the State filter on the EVV page itself before each export batch. The Settings default is the fallback, not the only option.
Switching states without reviewing Export Format. Picking a new state auto-fills Aggregator and Export Format from that state. If you previously hand-picked a non-default format on the old state, the new state overwrites it. Re-confirm Export Format every time you change State.
Saving the wrong identifiers. NPI is the 10-digit number CMS issued, not your state Medicaid number. Tax ID is your 9-digit EIN or TIN, not your business license. State Medicaid Provider ID is the agency-level number your state Medicaid office assigned at enrollment. Aggregators reject submissions when any of the three is wrong.
Disabling EVV and forgetting. When the toggle is off, the EVV page disappears from the sidebar, exports cannot run, and caregivers stop seeing verification prompts at clock-out. If your team reports missing prompts, this is the first toggle to check.