Manually Confirm Visits

The Confirm Timesheet function is used to enter the schedule, confirmation, and duty information for visits confirmed through paper timesheets. The Reason, Action Taken, and Note fields are required and must be completed when manually updating a visit for compliance purposes.

To search for visits using this function, the Office, Caregiver, and a Week-Ending Date must be specified; the Patient field is optional.

Complete the following steps when using the Confirm Timesheet function.

1. Go to Action > Confirm Timesheet.

2. Select the Office, Caregiver Name/Code, and Week-Ending Date (required) fields. Select the Patient, if applicable (optional). Click Search at lower left to generate visit information for the selected criteria.

   

3. The system displays visit information for the Caregiver for the specified week.

   • To confirm or edit Scheduled Visit Times, complete the Schedule / Temp field.

   • To confirm or edit actual Visit Time (from the Timesheet), complete the Override / Conf field.

   • To approve the Timesheet, complete the TS Req /App field.

   

   If the Caregiver did not have a visit on a certain day, or the visit is in the future, the fields are unavailable. Use the Previous Week and Next Week icons above the search results to go to other Caregiver visits (worked by or scheduled for).

4. Click View Duties at the bottom of the page to enter POC Duties for the applicable visit for the selected week. Duties can only be applied to scheduled visits.

5. Click the checkbox at far left to apply a duty to all editable visits or Click individual days/dates to specify which duties were performed (or refused) individually.

   

   Duties that are part of the Patient Plan of Care display in green. Those entered by the Caregiver using EVV display in blue.

6. When all the time and duty information is entered, click Save to apply the changes.

7. To ensure the visit is confirmed, go to either the Patient or Caregiver Calendar, and review the relevant dates.

   

The Confirm Visit function is used to manually confirm visits in bulk. This function displays all visits that meet the search parameters and is for confirming visits only. Users cannot confirm a Timesheet or enter POC Duties from this page.

Complete the following steps when using the Confirm Visits function.

1. Go to Action > Confirm Visits and specify a date range using the From/To Date fields. The Display value you select at lower left determines whether results show Schedules, Visits, or Visits Pending Timesheets. When search parameters are selected, click Search at lower left.

2. In the example below, the Display value selected is Visit. The search results provide information available on the Visit tab as well as any open fields. Enter or edit the applicable information.

   When values for these fields are entered, the system highlights the EVV in orange to indicate that there is sufficient information to generate a visit.

   Select the checkbox in the left-most column for records where all the visit information is already populated. Doing so does not highlight the EVV but includes it in the visit processing.

   

3. When complete, click Save to update all selected records in bulk.

The Edit Services function is used to divide a single visit into multiple sections, each with an individual Service Code. This is useful when each service provided during a visit must be billed separately. Each new visit (or division of the initial visit) can be confirmed from this page. Complete the following steps to use the Edit Services function.

1. Go to Action > Edit Services.

2. Specify the Office and Week Ending Date. Optionally, enter either a Patient or Caregiver to update. Click Search at lower left to continue.

   

3. In the search results, click Add in the Date column at left to create a new visit or division.

   

4. Enter a new Schedule Time, Confirmation, Service Code, and Timesheet for the new visit.

5. When all the changes have been made, click Save to update information in bulk for all adjusted visits. Changes may be reviewed on the Patient’s Calendar.