Navigate the Mobile App
Using the Mobile App, Caregivers keep track of their schedule, receive and respond to messages from their Office/Agency, and Clock In and Out of a Visit.
The following sections provide descriptions and guidance on the Main Screen options.
Tap the icon on the top panel to switch between Agencies/Offices the Caregiver is connected to. The Caregiver must provide every Agency/Office the Mobile ID for proper syncing/linking with the system.
Today’s Schedule is used to review and Clock In and Out of scheduled Visits for the present day.
Unscheduled Visits allows Caregivers to submit EVV for unscheduled Visits. Caregivers create an unscheduled visit for any Patient to whom they have access by selecting the Patient Profile.
If asked to provide service for a Patient the Caregiver has never worked with before, the Caregiver selects Patient not in the list to create a new visit
EVV for an Unscheduled Visit generated via the Patient not in the list selection is automatically sent to Call Maintenance with the status Unscheduled – Patient not Selected. EVV cannot be linked because EVV is meant to provide proof to the Agency/Office that Caregivers were with the Patient.
Placing EVV and logging POCs for Unscheduled Visits follows the same process as Scheduled Visits.
When attempting to create an Unscheduled Visit that matches a visit already on Today’s Schedule, the Caregiver is given the option to resume an active Visit for the Patient in Today’s Schedule or to continue to create a new Unscheduled Visit.
If the Caregiver taps RESUME, Today’s Schedule is displayed to use an active Visit for the selected Patient.
If the Caregiver taps CONTINUE, Visit Detail is displayed to create a new Unscheduled Visit.
If any active contract for a Patient requires Patient Signature at Clock-In or Clock-Out (as configured), the Patient Signature screens are presented on the Mobile App (include Unscheduled Visits). If applicable, the Skip button appears on the screen (if configured). The following images illustrate the sequence of screens.
When the Office has enabled the Enable Unscheduled Visit Service Code Selection option, if an Unscheduled Visit is conducted and multiple Service Codes are available in the Member’s Active Authorizations, the Caregiver is prompted to select the visit’s Service Code on Clock In.
From the Visit Detail screen, select the applicable Service Code.
Selecting a Service Code for an Unscheduled Visit
If only one Service Code is available in the Member’s Active Authorizations, that Service Code is automatically selected and displayed at Clock In.
On Clock Out, the Caregiver can change the visit’s Service Code if another Code is available.
Plan of Care tasks are displayed when an Unscheduled Visit is created for a Patient who has one active Authorization with POC Tasks.
If no Plan of Care tasks exist for the Patient, or if more than one active Authorization with POC Tasks exists for the Patient, the Plan of Care Tasks section indicates that no POC Tasks are associated with the Unscheduled Visit.
Select Visits to review all scheduled Visits up to two weeks in advance.
Select Patients to view a list of all Patients the Caregiver can access. Select a Patient to view Patient Info and Visits.
If authorized, Caregivers may also access the Patient’s Clinical info and Medications.
Multiple Addresses appear on the Patient Info tab (as shown) if entered in the Patient Profile page.
Select Messages to review and respond to any messages sent from the Agency/Office. Follow the steps below to create, send, and filter messages on the Mobile App.
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Tap the notepad icon (as shown) to enter a new message or respond to an existing one.
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When the Message window opens, tap the plus icon to select a recipient (To) and Priority. Compose the message in the text area. Tap Send to send the message.
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To sort existing messages, tap the filter icon as shown in the Sort Messages image.
You can archive messages, so they are retained in history but hidden from the user’s view.
To archive a message, press and hold the message until the app asks you to confirm archiving the message.
Tap Yes, and the message is archived and hidden from view.
To review archived messages, change the Messages filter to include Archived Messages or Both Messages and Archived Messages.
The user can select Open Shifts to review and request open shifts as broadcast by the Agency/Office.
The My Availability function allows Caregivers to review and adjust their availability preferences, provided that the Office/Agency has enabled this feature.
To edit Availability, select the day to edit or tap Clear This Week. Select the Special Availability tab at the top of the page to set an alternate availability schedule.
