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Phone EVV - Admin
Description: In this topic, the user will learn how to set up and manage the EVV phone system. Phone EVV is an option for clients who live in regions that have little or no access to a cellular or internet network but have landline phone access. This option allows the client to receive service while meetingCare Notes - Mobile App
is created for a client with active goals for that service code. Role Required: Employee with a client who has Care Management enabled Permission Required: N … Continue to Clock Out button will be displayed at the top of the dashboard) The Client Details button will be displayed below the Continue to Clock Out buttonScheduling Module - Group Service Supervisor
employee shifts via the Employees Schedules tab View clients' schedules via the Clients Schedules tab View all employees and clients with an active service account for the program Prevent scheduling of overtime and over authorization Prevent double scheduling of employees and clients Manage shift swapping ManageCreate Hourly Services Schedule - Video
Description: Hourly Services Schedules are made per client. The Client Schedule Builder is designed to prevent scheduling over authorization, outside … for a Client Log in to personal profile Click Scheduling on the main menu Click Clients on the submenu Search for the client by using the filters and click SearchEVV FOB - Admin
Description: In this topic, the user will learn how to add and manage fobs. The Electronic Visit Verification (EVV) fob is an option for clients who live in regions that have little or no access to the internet and have no access to phone lines. This option allows the client to receive service while meetingBusiness Rules
requirements mandated by that particular service. Currently, business rules can be set for hourly service codes, client transportation, vendor service codes … of this is the Duplicate and Overlapping Client Punch business rule. When a service code ID is entered in the parameter field, client punches made against this serviceCreate Group Services Schedule - Video
Services Program Schedule Builder has two tabs: Employees Schedules and Clients Schedules. All employees and clients with an active service account for that program will be listed on the corresponding tab. As the Employees Schedule is created, the Clients Schedule will automatically build based on employee shifts. RolePhone EVV Punch
Description: In this topic, the user will learn how to create an EVV-compliant punch on a landline phone. Phone EVV is an option for clients who live in regions that have little or no access to a cellular or internet network but have landline phone access. This option allows the client to receive service while meetingEnter a Punch - Web Portal
in Account Type - Available options depend on authorizations Client - Type and select the client name from list Service Code - The service code(s) authorized for the client. Select the one that is most appropriate for the service rendered. Service Date - The date the service took place. Please ensureService Codes - Create, View, Edit, or Deactivate
Residential Program – Client lives at the program Day Program – Client travels to the program Group Service – Two or more clients Parenting Program - Client lives at the program Transportation – Transportation to and from the day program Client Transportation – Used in conjunction with an hourly service