How do I clock in and out of a scheduled visit?

Complete these steps to clock in for a scheduled visit.

1. From the Schedule page, select the patient visit to expand Visit Details. From Visit Details, you can view:

   If you don't see a particular Scheduled Visit, tap the Search icon (magnifying glass) at the top of the page to search for a Shift by Patient Name, Date Range, and Visit Type.

   • Schedule Time - Scheduled Start Time and End Time of Visit. (For Daily Variable Visits, displays the authorized duration of the visit and a clock tracking the visit time used.)

   • Visit Type - Skilled or Unskilled

   • Patient Details - Patient Name, Admission ID, assigned Office, Phone Numbers, Addresses, Emergency Contacts, and, if configured, Clinical Information

   • Visit Details - If configured, Plan of Care Tasks, Care Insights Questions, Medications, and Add Note

2. From Visit Details, tap Clock In.

   

3. If configured by the Agency, on the Electronic Visit Verification page, select GPS or Security Token as the EVV method.

   • If you select GPS, after you allow the app access to your location, you can use the map to help locate the Patient Address, and (if configured by the Agency) you can change the Service Delivery Location from Home to another value to bypass the need for proximity to the Patient Address.

   • If you select Security Token (FOB), you are prompted to enter the six-digit Device ID and Passcode.

   • When you are finished, tap Continue.

     

4. If required, obtain a Patient Signature, an RN (Coordinator) Signature, and a Caregiver Signature, and tap Submit, or tap Skip if available and select the reason for skipping.

5. If required, obtain Patient Voice Consent (Record, Stop Recording) and tap Done, or tap Skip if available, and select the reason for skipping. The Visit Details page is displayed.

   

To Clock Out for a Scheduled Visit:

1. If you have Non-EVV Services to record (and the agency allows it), tap the checkmark to select Non-EVV Services and select the Duration of Non-EVV Services in Hours and Minutes.

2. If the Visit includes a Plan of Care (or Other Duties have been added), select the duties performed (checkmark) and duties refused (X). Select any required Value for duties performed and any Refused Duty Reason the Agency requires.

   You can add other duties that the Agency has configured for the visit by tapping + Add Other Duties.

   

3. If the Visit includes Care Insight Questions, answer all required questions, and provide Additional Info as needed. Tap Save Responses.

   

4. If you want to add a note about the visit, tap Add Note.

5. When you are finished, tap Clock Out at the bottom of the page.

   

6. If required, on the Electronic Visit Verification page, update GPS or Security Token settings and tap Continue.

7. If required, obtain Patient Signature and any other required signatures and tap Submit, or tap Skip if available and select the reason for skipping.

8. If required, obtain Patient Voice Consent (Record, Stop Recording) and tap Done, or tap Skip if available, and select the reason for skipping.