Documentation
How can we help?
Step-by-step guides for every workflow — from clocking in on the mobile app to submitting Medicaid claims.
Getting Started
Set up your agency and get running quickly.
Register Your Agency
→Create your WaiverCarePro account and set up your agency profile.
Invite Your Team
→Add coordinators, billers, and supervisors to your agency.
Add Your First Patient
→Create a patient record with demographics, contacts, and authorizations.
Complete Agency Onboarding
→Walk through the 6-step onboarding wizard to fully configure your agency.
For Caregivers
Mobile app workflows for field caregivers.
Clock In to a Visit
→How to start a visit using the WaiverCarePro mobile app.
Clock Out of a Visit
→Complete a visit and capture a digital signature.
Claim an Open Shift
→Browse and pick up available shifts broadcast by your agency.
View Your Schedule
→Navigate your weekly schedule on the mobile app.
For Coordinators
Scheduling, patient management, and visit oversight.
Create a Schedule
→Assign a caregiver to a patient visit.
Broadcast an Open Shift
→Post an unfilled shift so caregivers can claim it.
Verify or Reject a Visit
→Review completed visit records and EVV data.
Manage Authorizations
→Track authorized units and request renewals.
Handle Missed Visits
→Track, notify, and resolve visits that were not clocked in as scheduled.
Invite Family to the Patient Portal
→Give family members or guardians read-only access to their patient's information.
For Admins
Agency settings, team management, and compliance.
Billing & Claims
Generate claims, manage denials, and run payroll.
Generate Claims
→Turn verified visits into 837P claims for Medicaid billing.
Handle Claim Denials & Appeals
→Record denials, file appeals, and track outcomes.
Run Payroll Reports
→Generate caregiver payroll summaries from completed visits.
Process ERA Remittance Files
→Upload 835 ERA files from your clearinghouse to reconcile payments automatically.
EVV & Compliance
Electronic Visit Verification and Medicaid compliance.
EVV Requirements Overview
→Understanding Electronic Visit Verification and what WaiverCarePro captures.
Using the Compliance Dashboard
→Monitor credential expiry, authorization utilization, and incidents.
Report an Incident
→Document reportable incidents and submit to your state HCSIS system.
Audit Readiness Scoring
→Use the pre-audit self-assessment to identify and fix compliance gaps before a state audit.
Referrals & Intake
Manage incoming referrals, convert to patients, and track MCO auth requests.
Manage Referrals
→Track incoming referrals from hospitals, MCOs, and physicians through to intake.
Convert a Referral to Patient
→Move an accepted referral into the full patient record and begin scheduling.
MCO Authorization Requests
→Submit and track prior authorization requests to Managed Care Organizations.
AI & Automation
WaiverLyn AI assistant and workflow automation tools.
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