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Client Guide
designed to track time and attendance for payroll and billing and meet the EVV (electronic visit verification) requirements prescribed by the 21st Century Cures Act Built for caregivers by caregivers Collects EVV using a mobile app, landline phone, or FOB. Manages authorizations Electronic, eliminating the needResidential Program - Supervisors.pdf
and selecting it when it populates 5. Click Search 6. Click the green Approve Attendance button a. Select the date range and EVV Location if applicable b … Name – Auto populates c. Account Type – Select Residential Program d. EVV Location – Select the residential program location e. Employee – Enter the employeeEnter a Punch - Web Portal
entries are not EVV compliant with the exception of the FOB punch entries. Organizations may choose to not allow historical entries (web portal punch entries … into the field. EVV Method - For web portal time punches, the option will be Portal Signoff. The only exception is if FOB is enabled for the organization. ClockGuardian Guide
and attendance for payroll and billing and meet the EVV (electronic visit verification) requirements prescribed by the 21st Century Cures Act Built for caregivers by caregivers Collects EVV using the mobile app, landline phone, or FOB. Manages authorizations Electronic, eliminating the need for paper timesheets. ElectronicService Codes - Create, View, Edit, or Deactivate
will not appear when an employee adds an entry for this service code. Allow Accrued Time Entries: If yes, accrued time entries are permitted. Require EVV Location: Defaults to no. If yes, all entries will require an EVV location. When the setting is enabled, employees will be required to select an EVV locationTime Entry - Account Type Hourly
with one client. The hourly account type may be entered using the following methods: Mobile app Phone EVV FOB Web portal Allowing web portal punch entries is determined by each organization Web portal punch entries are non-EVV compliant with the exception of FOB punch entry Please referMessage Templates - Quick Reference
of the employee by a supervisor) Portal SignOff Override: A punch requiring EVV is approved without EVV Punch Approved: A new punch is approved Punch Canceled … to creating overtime, going over authorization, or missing EVV (if EVV is required). Grace Period Expired: The grace period of a service account expires TrainingManaging Entries - Guide
. Search by any of the following: Date Range Punch ID Service Code Client Name Employee Name Cost Center Account Type EVV – Can select Yes Review – Can … service, vacation, hourly, etc.) Amount – Amount of service in units EVV – Yes, no, or N/A Needs Review – If the entry needs review, this column will displayJune 2020 Release Notes FI.pdf
and create a new linked entry Edit reasons include: • Employee selected incorrect pay rate • Employee selected incorrect EVV location • Other Proprietary … /empty/disabled • Has Max Pay Rate = No • Allow Diagnosis Code = No • EVV Required = No • Enable Geofencing = No • Has Daily Rate = No ProprietaryFunding Source - Create, View, Edit, or Deactivate
EVV (optional – client attestation): Click the blue plus (+) icon to enable EVV options. These options all have a yes or no option. Selecting yes will turn this option on and the employee will be able to select this EVV method when prompted: Allow Signature EVV Verification Allow Password EVV Verification