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The supervisor will set the EVV frequency on the Service Account. EVV Location will be required at Clock Out or Clock In/Out, depending on EVV frequency setting. EVV Location will not be required at interval check-ins.

Create a new EVV

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Employee Service Account

  1. Log in to your Personal Profile
  2. Click Home on the main menu
  3. Click Clients on the submenu
  4. Search for the client by typing their name in search filters and selecting the name when it comes up
  5. Click Search
  6. Select the client from the table by clicking anywhere in the row
    1. This will open up the Client Details page
  7. Click Actions button
  8. Click New Service Account from the actions dropdown
  9. Fill out the form wizard as usual
  10. Next, set the EVV Frequency Type. This can be set to 
    1. Clock Out Only
    2. Clock In and Out
    3. Clock In, Out and Defined Intervals During Shift
      1. If you select this option you will also have to define the intervals in minutes
  11. Click Save
  12. Click Yes on the confirmation alert window 

Edit an existing

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Employee Service Account to comply with EVV

  1. Log in to your Personal Profile
  2. Select Home from the main menu
  3. Select Clients tab from the submenu
  4. Search for the client by entering the name and using the filters, then select the Search button
  5. The search results will update in the table below the search box
  6. Click anywhere in the client row to open up the Client Details page
  7. Select the Accounts tab located below the details window
  8. Select the account that needs to be deactivated or edited
  9. Select the Actions button
  10. Select Edit Account from the actions dropdown
  11. Next, set the EVV Frequency Type. This can be set to 
    1. Clock Out Only
    2. Clock In and Out
    3. Clock In, Out and Defined Intervals During Shift
      1. If you select this option you will also have to define the intervals in minutes
  12. Click Save
  13. Click Yes on the confirmation alert window 

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