Setting Up Electronic Visit Verification (EVV) for your Account.
- 1 Tellus
- 2 Sandata
- 3 HHAeXchange
Tellus
If you are in an EVV required region, please reach out to your Customer Success Manager or the Rethink Support team at support@rethinkbh.com to enable EVV for your account.
Step | Description | Helpful Information |
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Setting Up EVV in Rethink | After EVV has been turned on for your account, navigate to the Settings area in your Rethink Account
Ensure your Basic Information section is setup with your correct NPI(National Provider Identifier), Medicaid ID and EIN (Federal Tax ID # and match with the corresponding details in your Tellus account. These are critical fields required for Tellus and will cause visit rejections if not added. Navigate to Settings>Basic Info
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Turning on EVV for Funders | Funders associated with appointments requiring EVV should have the EVV Verification Setting assigned to Tellus
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Setting Proper Role Permissions | Navigate to Settings>Staff Member Settings>Roles>Edit Permissions>Scroll to Scheduler Permissions
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Adding Proper Information to Staff Profiles | Tellus requires a Medicaid ID # is populated for Staff Members who will be performing services.
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Adding Proper Information to Client Profiles | Ensure all clients that will be billed through Tellus have a Referring Physician {First Name{space}Last Name} and NPI Number added in the Client Profile Clients → Select Client → Client Info →Referring Providers | Failure to add Referring Physician Names and NPI will result in Rejections of visits. For more information on adding Referring Providers to a client profile refer to https://rethinkautism.atlassian.net/wiki/spaces/NSGSC/pages/3166306305 |
Sandata
Please reach out to your Customer Success Manager or the Rethink Support team at support@rethinkbh.com to enable EVV for your account in Rethink.
Step | Description | Helpful Information |
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Obtaining your Sandata Credentials |
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Setting up EVV in Rethink | Ensure your Settings → Basic Information section is setup with the correct Medicaid ID.
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Turning on EVV for Funders | Once EVV is turned on for your account, you should see a setting for Electronic Visit Verification under the Scheduling Rules of your Funder. Settings→ Funders Settings → Select Funder → Edit
Select Sandata>Select State (Colorado, Arizona, or California)>Enter in all fields (Business Entity ID, User ID, Password, Payer ID, Program ID, and Medicaid ID #)
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Setting Proper Role Permissions | Navigate to Settings → Staff Member Settings → Roles → Edit Permissions → Scroll to Scheduler Permissions
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Adding Proper Information to Client Profiles | For all clients requiring EVV, please ensure a valid address exists in the Client Profile Clients → Select Client → Client Info → Demographics → Select Edit →Address field
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Adding Proper Information to Staff Profiles | For all employees providing EVV services, please ensure the employee’s social security number is added to the Taxonomy field of their staff profile. Staff → Select Staff Member → General Information → Taxonomy Field
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Multiple Medicaid IDs for Different Locations | Navigate to Settings → Locations→ select Type → State License Number and add the Medicaid Id provided for the specific location. Ensure the clients (recipients) contain the correct location based on the Medicaid Id in the Client Profile Clients → Select Client → Client Info → Demographics → Location/ Facility to route them correctly to the Sandata accounts. |
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Arizona Specific Requirements |
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UUID Number in EVV Appointment | Users are now able to see the UUID number for any Sandata EVV appointment so that they can track and identify their information. To locate the UUID number, first, go into the scheduled appointment, then at the top portion of the page, there will be a label UUID Number based on the EVV Status and EVV Verification.
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HHAeXchange
Please reach out to your Customer Success Manager or the Rethink Support team at support@rethinkbh.com to enable EVV for your account in Rethink.
Step | Description | Helpful Information |
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Setting Up EVV in Rethink | After EVV has been turned on for your account, navigate to the Settings area of your Rethink account.
Ensure your Basic Information section is setup with your correct NPI(National Provider Identifier), Medicaid ID and EIN (Federal Tax ID) and match with the corresponding details in your HHAeXchange account. These are critical fields required for HHAeXchange and will cause visit rejections if not added. Navigate to Settings → Basic Info
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Turning on EVV for Funders | Funders associated with appointments requiring EVV should have the EVV Verification Setting assigned to HHAeXchange
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Setting Proper Role Permissions | Navigate to Settings → Staff Member Settings→ Roles → Edit Permissions → Scroll to Scheduler Permissions
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Adding Proper Information to Staff Profiles | HHAeXchange requires an NPI # and Medicaid ID # is populated for Staff Members who will be performing services
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Adding Proper Information to Client Profiles | For all clients requiring EVV, please ensure a valid address exists in the Client Profile Clients → Select Client → Client Info → Demographics → Address field Ensure all Medicaid clients have the appropriate Medicaid ID Client Funder → select the desired funder → Add Insured’s ID |
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