EVV Compliance System Reports

The EVV Compliance Reports provide a quick look at your EVV Compliance rates.

Go to Report > EVV Compliance Reports > Select the EVV compliance report.

% Compliance = (Number of EVV Compliant Visits / Number of Confirmed Visits)*100

% Exceptions = (Number of Visits with Exceptions / Number of Confirmed Visits)*100

% Compliance + % Exception = 100%

Number of EVV Compliant Visits + Number of Visits with Exceptions = Number of Confirmed Visits

The EVV Compliance Exception Reports provide two sets of logic that the client can select:

Old Version Logic is for any visit pre-2024. Before 2023 the report used different criteria for exceptions. We left these options available in case an agency needs to pull the data from before 2024.

New Version Logic is for any visit starting 2024. This logic matches the payer logic. The EVV Compliance should match between the payer and provider when using the New Version Logic.

Exception Code

Exception Description

1

Visits which do not have a successful IVR Clock In and/or Out.

2

Visits which have IVR Confirmation, but have been manually adjusted to increase visit duration.

3

Visits which have IVR Confirmation, but have been manually adjusted to decrease visit duration by more than 1 hour.

4

Visits which have IVR confirmation, but have been manually adjusted to increase shift duration.

5

Visits which have IVR confirmation, but have been manually adjust to increase visit duration by more than 1 hour than the schedule.

6

Visits which do not have recognized IVR Call, but have been manually linked.

Exception Code

Exception Description

1

Visits with no successful IVR Clock In and/or Clock Out.

2

Visits with unknown employee (temp caregiver).

3

Visits with an IVR Confirmation but no phone number.

4

Visits with confirmation via the mobile app but has no latitude or longitude.

5

Visits that have not been confirmed by EVV System.

6

Visit with EVV confirmation but manual adjustments.

The EVV Compliance Summary Report provides the agency with their EVV Compliance Percentage. The EVV Daily Compliance Summary Report provides a daily breakdown of the EVV Compliance Summary report.

  • The report looks at all visits for the date range selected.

  • From the total number of visits, we calculate the number of Compliant Visits, Number of Confirmed visits, Number of Billed Visits, Missed Visits and Visits with Exceptions.

Filter Name

Filter Type

Required

Old / New Version

Radio Buttons

  • Old Version: Providers the EVV Compliance Logic for pre 2024.

  • New Version: Providers the EVV Compliance Logic for 2024+.

Yes

Office(s)

Multi -select dropdown

All (Default)

No

From Date

Date Picker

Yes

To Date

Date Picker

Yes

Include Type

Single-select dropdown

  • All (Default)

  • Unbilled Only

  • Billed Only

  • Exported Only

No

Service Code

Multi -select dropdown

All (Default)

No

Type of Service

Single-select dropdown

  • All

  • Skilled

  • Non Skilled (Default)

No

Coordinator

Multi -select dropdown

All (Default)

No

Contract(s)

Multi -select dropdown

All ((Default)

No

Caregiver Team

Multi -select dropdown

All (Default)

No

Caregiver Locations

Multi -select dropdown

All (Default)

No

Caregiver Branch(es)

Multi -select dropdown

All (Default)

No

Column Name

Description / Logic / Location

Data Type

Contract

Admin > Contract Setup > Contract Name

Text

Visit Date (Daily Report Only)

Each day from the From and To Date filter

Date

Total Visits

Sum of visits based on the selected date range from the From Date and To Date filter

Number

Total Compliant Visits

Sum of visits that have no EVV Exceptions

Number

Confirmed Visits

Sum of visit that have a clock in and clock out

Number

Billed Visits

Sum of visits that have been invoiced

Number

Missed Visits

Sum of visits marked as Missed Visit

Number

Visits with Exceptions

Sum of visits that have an EVV Exception

Number

% Exceptions

Percent of visits that have an EVV Exception.

This column displays the non-compliance percent for the agency.

See formula section for more information.

Percentage – two decimal places

% Compliance

Percent of visits that do not have an EVV Exception.

This column displays the EVV Compliance percent for the agency.

See formula section for more information.

Percentage – two decimal places

This report provides the agency with visits that have exceptions as well as the exception reason.

  • Report only provides visits with exceptions.

  • Number of visits with exceptions on the detail report should equal the number of visits with exceptions in the summary report. (Using the same filters).

Filter Name

Filter Type

Required

Old / New Version

Radio Buttons

  • Old Version: Providers the EVV Compliance Logic for pre 2024.

  • New Version: Providers the EVV Compliance Logic for 2024+.

Yes

Office(s)

Multi -select dropdown

All (Default)

No

Visit From Date

Date Picker

No

Visit To Date

Date Picker

No

Contract

Single-select dropdown

All (Default)

No

Service Code

Multi -select dropdown

All (Default)

Filter is based on Contract Filter

No

Invoice From Date

Date Picker

No

Invoice To Date

Date Picker

No

Patient

Autofill Text Box

No

Caregiver

Autofill Text Box

No

Include Type

Single-select dropdown

  • All (Default)

  • Unbilled Only

  • Billed Only

  • Exported Only

No

Timesheet

Single-select dropdown

  • All (Default)

  • Only TS Required

  • Only TS Approved

No

Type of Service

Single-select dropdown

  • All

  • Non-Skilled (Default)

  • Skilled

No

Batch Number

Text Box

No

Coordinator

Single-select dropdown

All (Default)

No

Exception Code

Single-select dropdown

  • All (Default)

  • No in call

  • No out call

  • Missing both in and out call

  • Unknown employee (temp caregiver)

  • If IVR – missing phone number

  • If mobile app – missing latitude and longitude

  • If visit time (in/out) has been manually entered or adjusted

No

Discipline(s)

Multi -select dropdown

All (Default)

No

Patient Location(s)

Multi -select dropdown

All (Default)

No

Patient Team(s)

Multi -select dropdown

All (Default)

No

Patient Branch(es)

Multi -select dropdown

All (Default)

No

Column Name

Description / Logic / Location

Data Type

Contract

Admin > Contract Setup > Contract Name

Text

Admission ID

Patient Page > Patient Info > Admission ID

Text

Patient Name

Patient Page > Patient Info > Patient Name

Text

Visit Date

Patient Page > Calendar > Visit Date

Date

Scheduled Time

Patient Page > Calendar > Visit Date > Schedule Tab

Time

Caregiver Code

Patient Page > Calendar > Visit Date > Schedule Tab

Text

Caregiver Name

Patient Page > Calendar > Visit Date > Schedule Tab

Text

Timesheet

Patient Page > Calendar > Visit Date > Visit Tab

Text

Call In Time

Patient Page > Calendar > Visit Date > Visit Tab

Date Time

Call In Number

Patient Page > Calendar > Visit Date > Visit Tab

Phone Number

Call Out Time

Patient Page > Calendar > Visit Date > Visit Tab

Date Time

Call Out Number

Patient Page > Calendar > Visit Date > Visit Tab

Phone Number

Invoice Date

Patient Page > Calendar > Visit Date > Bill Tab

Date

Invoice Number

Patient Page > Calendar > Visit Date > Bill Tab

Text

Billed Hours

Patient Page > Calendar > Visit Date > Bill Tab

Decimal – Two decimal places

Audit

If the visit has been Audited.

Patient Page > Calendar > Visit Date > Visit Tab

Text

EVV Exception

Runtime calculation. This value is generated when the report is run. See EVV Exception section for more information.

Text

Exception Info

Note, User, Date, and Time when visit was modified or updated and the reason for the exception.

Text

This is a summary report that provides compliance information by caregivers.

  • The report looks at all visits for the date range selected.

  • From the total number of visits, we calculate the number of Compliant Visits, Number of Confirmed visits, Number of Billed Visits, Missed Visits and Visits with Exceptions.

Filter Name

Filter Type

Required

Old/New Version

Radio Buttons

  • Old Version: Providers the EVV Compliance Logic for pre 2024.

  • New Version: Providers the EVV Compliance Logic for 2024+.

Yes

Office(s)

Multi -select dropdown

All (Default)

No

From Date

Date Picker

Yes

To Date

Date Picker

Yes

Caregiver

Autofill Text Box

No

Include Type

Single-select dropdown

  • All

  • Non-Skilled (Default)

  • Skilled

No

Type of Service

Single-select dropdown

  • All (Default)

  • Unbilled Only

  • Billed Only

  • Export Only

No

Coordinator

Single-select dropdown

All (Default)

No

Discipline(s)

Multi -select dropdown

All (Default)

No

Contract(s)

Multi -select dropdown

All (Default)

No

Service Code

Multi -select dropdown

All (Default)

Filter is based on Contract Filter

No

Caregiver Location(s)

Multi -select dropdown

All (Default)

No

Caregiver Team(s)

Multi -select dropdown

All (Default)

No

Caregiver Branch(es)

Multi -select dropdown

All (Default)

No

Column Name

Description / Logic / Location

Data Type

Contract

Admin > Contract Setup > Contract Name

Text

Caregiver Code

Patient Page > Calendar > Visit Date > Schedule Tab

Text

Caregiver Name

Patient Page > Calendar > Visit Date > Schedule Tab

Text

Total Visits

Sum of visits based on the selected date range from the From Date and To Date filter

Number

Total Compliant Visits

Sum of visits that have no EVV Exceptions

Number

Confirmed Visits

Sum of visit that have a clock in and clock out

Number

Billed Visits

Sum of visits that have been invoiced

Number

Missed Visits

Sum of visits marked as Missed Visit

Number

Visits with Exceptions

Sum of visits that have an EVV Exception

Number

% Exception

Percent of visits that have an EVV Exception.

This column displays the non-compliance percent for the agency.

See formula section for more information.

Percentage – two decimal places

% Compliance

Percent of visits that do not have an EVV Exception.

This column displays the EVV Compliance percent for the agency.

See formula section for more information.

Percentage – two decimal places

This report provides the client with how often a reason is being used for a specific contract and overall for all contracts.

Report Counts the number of times a reason was used for a visit with an exception.

Filter Name

Filter Type

Required

Old/New Version

Radio Buttons

  • Old Version: Providers the EVV Compliance Logic for pre- 2024.

  • New Version: Providers the EVV Compliance Logic for 2024+.

Yes

Office(s)

Multi -select dropdown

All (Default)

No

From Date

Date Picker

Yes

To Date

Date Picker

Yes

Type of Service

Single-select dropdown

  • All

  • Non-Skilled (Default)

  • Skilled

No

Coordinator

Single-select dropdown

All (Default)

No

Include Type

Single-select dropdown

  • All (Default)

  • Unbilled Only

  • Billed Only

  • Exported Only

No

Discipline(s)

Multi -select dropdown

All (Default)

No

Contract(s)

Multi -select dropdown

All (Default)

No

Service Code

Multi -select dropdown

All (Default)

Filter is based on the Contract Filter

No

Patient Location(s)

Multi -select dropdown

All (Default)

No

Patient Team(s)

Multi -select dropdown

All (Default)

No

Patient Branch(es)

Multi -select dropdown

All (Default)

No

Reason

Single-select dropdown

All (Default)

No

Header Name

Description / Logic / Location

Data Type

Total Exceptions

Percent of visits that had an exception

Percent – Two Decimal Points

Total Confirmed Visits

Total number of visits with a clock in and a clock out

Number

Total Exceptions

Total number of visits with an exception

Number

Column Name

Description / Logic / Location

Data Type

Reason

 

Text

Contract

 

Text

Total Exception

 

Number

Breakdown (%)

 

Percent – Two Decimal Points