EVV for your state

The EVV page: what your state requires on each visit, which visits are missing something, and how to fix or export them.

2 parts · 1 minVisitsFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: EVV is in the sidebar.

    This is your EVV page

    Every visit’s clock-in and clock-out, checked against your state’s rules. Clean visits export; the rest say what is missing.

    In the sidebar under EVV.

    On this page

    Your state’s rulesState and Requirements

    Your agency’s state decides what each visit is checked for: GPS, signatures, the client’s Medicaid ID and more. The State menu here shows another state’s rules without changing yours.

    See how shows:

    1. State Your state picks the rules and the export format.
    2. Requirements What your state needs on every visit.
    Read the guide
    Which visits need workFlagged

    Validated visits are ready. Flagged ones are missing something. Press Flagged to see only those.

    See how shows:

    1. Flagged Visits missing something your state needs.
    Fix a flagged visitView details

    Open a flagged visit to see what is missing and fix it.

    See how jumps ahead to part 2: A flagged visit.

    Visits running nowRight now

    A map of where each caregiver clocked in for the visits happening now.

    See how shows:

    1. Right now Open it to load the map.
  2. 2

    On the way: Flagged shows only those visits. Open the first.

    A flagged visit

    The visit opens with what is missing at the top, then its clock-in and clock-out, signatures, tasks and forms.

    EVV, Flagged, then View details.

    On this page

    See what is missingEVV flags

    Each flag names something your state needs that this visit lacks, such as the client’s Medicaid ID. A missing ID is fixed on the client’s record.

    See how shows:

    1. EVV flags What this visit still needs.
    Read the guide
    Correct the clock timesVisit verification

    Clocked in and clocked out, with the pencil beside each to correct it. A corrected time is recorded with who changed it.

    See how shows:

    1. Visit verification Press the pencil beside a time to correct it.
    Proof of the visitExport packet (PDF)

    A PDF with the visit’s verification, location and signatures, for an audit or a payer.

    See how shows:

    1. Export packet (PDF) Everything about the visit, in one file.

At the end

Now you know how EVV works for your state

Watch next

VisitsFinish a visitEnd Visit on the caregiver’s phone, one screen at a time: tasks left over, the forms, both signatures, then the summary.7 parts · 2 min
VisitsHow caregivers clock in and outWhat your caregivers see on their phone: today’s visits, the clock-in window, Start Visit with GPS and the client’s check, and the visit while it is running.6 parts · 2 min