Visit Maintenance Feature

Go to Visit > Visit Maintenance > select desired filters on the Visits tab. Use the filter options to narrow the results that display. Select Search. Visits display below.

Use the desired filters to return relevant visits. Some of the key filters include:

• Visit Status: Filters by visits that are Scheduled, Completed, In Progress, Missing clock-in, or Incomplete.

• Visit Exceptions: Filters by results based on any Prebilling exceptions currently preventing visits from invoicing.

• EVV Exceptions: Filters by visits which are not confirmed, but have EVV exceptions which are likely attempts by the Caregiver to confirm that shift.

Visits display with the following information:

• Date/Schedule - displays the date, time, schedule duration, and schedule type of the visit.

• Visit Time - displays the confirmed start time, end time, and duration of the visit.

  Icons display in this section to show the confirmation method of Mobile/GPS, IVR, FOB, or Manual.

  • Green checkmarks indicate the EVV auto-linked without manual intervention.

    

  • Times with a blue background and chain link icon indicate a linkable EVV is available. This EVV is not linked to the visit for EVV Exception reasons, but may be an attempt by the Caregiver to confirm the service.

    

  • Pencil icons indicate a visit time was manually added or edited.

    

• Patient - displays the patient name, admission ID, and more.

  • Hover over the patient name for more patient information.

  • Click the patients name to go to the patient profile.

  • Click the Phone icon to see contact phone numbers.

• Caregiver - displays the caregiver information assigned to the visit.

  • Hover over the caregiver name for more caregiver information.

  • Click the caregivers name to go to the caregiver profile.

  • Click the Phone icon to see contact phone numbers.

• Visit Status - displays the status of the visit. Statuses indicate:

  • Completed – Both confirmed visit start time and visit end time have been entered.

  • Incomplete – The scheduled visit end time has passed, and the visit is missing confirmed end time or both start and end time.

  • In Progress – The confirmed visit start time is entered. The confirmed visit end time is not entered, and the visit has not reached its scheduled end time.

  • Missed Clock In – The confirmed visit start time has not been entered, and the visit schedule start time has passed.

  • Scheduled – The visit is scheduled for a future date/time.

• Visit Exceptions - displays the prebilling exceptions relevant to the visit.

• Service/Auth Info - displays the visit Contract and Service Code, along with the Authorization status for the visit.

  • Icons display for visits in a status of Authorized, Unauthorized, or No Authorization Required.

  • The Authorization applied to the visit displays as a link. Hover to see Authorization details. If multiple Authorizations are used, an indicator displays how many additional Authorizations are applied.

• Actions - displays additional actions.

  • View Visit Edit Details: Go to the Visit details window to adjust other visit information.

  • View Patient Details: Go to the Patient Profile.

  • View Caregiver Details: Go to the Caregiver Profile.

  • Delete Visit: Delete the visit after logging a Delete Visit Reason.

The primary function of the Visits tab is to review visits that lack completed confirmation details and to resolve those exceptions.

Hover over the Visit start or end times to see confirmed visit information.

Click the EVV Details link to see more information. If any potential linkable EVV exists for the visit, it displays below along with EVV Exception reasons and additional EVV details.

Click the Link/Edit button to open the Link EVV/Edit Visit Times window. Use the Link EVV/Edit Visit Times window to link, unlink, or manually link EVV Call-Ins to EVV Call-Outs.

Previously-entered Visit Start and Visit End Time information displays. Use the fields below the EVV Call-In and EVV Call-Out information to manually adjust times, Service Locations Address and/or Service Location Type.

Enter Visit Edit Reason, Action Take, and Note fields to capture visit exception documentation. These fields display within the Visit Info tab of the visit.

Select Save to update the visit.

EVV attempts that correspond to a Patient without a scheduled visit that day display on the Unscheduled Services tab. Once valid EVV is received, these attempts convert to completed visits and move to the Visits tab. If valid EVV is not received, users can manually complete the visit.

Select the Patient name or Caregiver name link to open the Patient profile or Caregiver profile pages.

Select the Ellipses... under the Actions column for additional ways to access the Patient or Caregiver details. Select the Manual Entry radial button to manually complete the visit.

Select the Start or End date to open EVV details. Select the Convert to Visit button to convert the entry to a Visit.

On the Convert to Visit window, fill out EVV details and then select Save. A visit is created.

The EVV Attempts tab displays all unlinked EVV visits for review. EVV attempts are organized by the following statuses:

• Linked: EVV is applied to a visit.

• Suggested: EVV is suggested for a visit, but not yet linked.

• Non-Matching: EVV cannot be suggested or linked because the system cannot determine the Patient based on EVV details, and the Caregiver is not scheduled that day.

• Rejected: EVV was suggested, but rejected by a system user.

Select the Patient name or Caregiver name link to open the Patient profile or Caregiver profile pages.

Select the Ellipses... under the Actions column for additional ways to access the Patient or Caregiver details. You can also edit Visit details or reject the EVV.