The following setup must be completed before you can approve visits/ appointments
Navigate to Company Account > Roles > Edit Permissions > Scroll to Scheduler Permissions > Check or Ensure Appointment List and Mark as Approved permissions are checked.
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Staff Verification
Visit verification should happened from mobile device. In scenario where a user fails to clock In / clock Out through the mobile device then the use need to add to enter the reason codes and action taken.
For HHAexchange user needs to select
Reason Code
Action Taken
To make the above selection user needs to select Staff verify and select Reason code and Action Taken
Note - user can only select one Reason code and Action Taken
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2. Navigate to Scheduling > Appointment List and slide the EVV Billing Review Toggle option to review the EVV Appointments.
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b. In order to send an Appointment/ Visit to HHAexchange, your Visit shouldat least have a Staff Verification. Please note that if you need to add or edit staff clock in/out times, that you will need to add a reason code & action code. Explained below: Action code & Reason code
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A scheduled job will pick up appointments that have status of Approved and Date of TODAY and push them to HHAexchange. Once the push is complete the Status of the Appointment will be updated to Submitted.
The status update from Approved to Submitted should take about 30 minutes
Once the appointments are Submitted, HHAexchange will process the appointments and provide a response (in approximately 30 minutes). If there are no issues in the appointment information sent, then the EVV Status will be updated to Success status. Once the EVV Status is updated to Success then the Visit should be available in the HHAexchange portal.
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