Visit Window
To open the Visit window, click in any Visit Calendar cell under Member > Search > search for and select a Member.
The Visit window contains detailed information about a Visit’s schedule, details, and billing—and is divided into three tabs, shown in the following sections. The Visit window is read-only for Payers.
From any tab in the Visit Info page, the user can click Print at lower right to print Visit Details including Member, Schedule, Visit, Audit, Note, Duty Sheet, Call History, Bill Info, and Authorization information. All Visit Detail pages print by default, but the user can use the browser’s Print function to select specific pages to print.
The Bill Info tab provides detailed billing information about the Visit, including the Service Code used, the Billable Hours, and the Bill Rates.
The Schedule tab contains Visit scheduling information entered by the Provider. This information matches the Authorization.
The Visit Info tab contains confirmation details received via EVV or manually entered by a Provider.
Sections of the Visit Info tab are listed in the following table.
|
Section |
Description |
|---|---|
|
Visit Information |
The Visit start and end times, EVV information, and any Notes taken by the Provider or Caregiver. The Member Location can be viewed on Google Maps when the user clicks EVV Clock-In data. |
|
Audit |
An optional Visit verification feature; verification can be performed by the Member, a Family Member, or the Provider. |
| Shift Signoff |
Contains two read-only fields: Employer of Record ID and Employer of Record (name). When present, this information is passed to the State Aggregation Portal to support state auditing needs for Self-Direction Participants. |
|
Duty Sheet |
A checklist of the duties performed during the Visit, divided into two sections: Duties that were part of the Plan of Care and additional duties that were performed. The user can click the Print icon at right to print the contents of the Duty Sheet. |
|
Call History |
EVV details, including the Call In and Call Out. |
When the user clicks the EVV Clock-In data, Mobile EVV information, including the GPS Coordinates, is displayed.
When required, the GPS Coordinates for a Community Visit can be obscured from view for a Payer using a setting in the Payer Profile.
When the user clicks the GPS Coordinates, the Member Location is shown using Google Maps™.
User activity for multiple fields can be reviewed by clicking the History button at the right side of each Member Visits tab.
