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Description: In this topic, the user will learn the workflow for punches requiring electronic visit verification. EVV is now required by most funding sources for services to be paid. There are multiple methods to complete EVV.
Role Required: Client/, Guardian
Permission Required: N/A
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Log in to the web portal
Click Entries Requiring Sign Off on the submenu
Check the box in the punch row and click S to sign off or R to reject
Click Yes to confirm
Take action on multiple entries at once by clicking checkboxes for applicable punches or click the blue Select All button
Phone/FOB
No action is required on the part of the client or guardian for EVV phone or EVV FOB, except for historical phone entries. Historical phone entries require the client or authorized client representative to enter their pin on the landline phone after the employee has completed the entry. Historical phone entries are not EVV-compliant and should only be used when absolutely necessary (i.e., landline service was down during the shift). These should be exceptions and every effort should be made to ensure an EVV-compliant method is used at the time of service.
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