Docs/For Coordinators/Verify or Reject a Visit

Verify or Reject a Visit

Review completed visit records and EVV data.


1

Find completed visits

Go to Visits in the left sidebar. Filter by status "Completed" to see visits that have been clocked out but not yet verified.

2

Review EVV data

Click on a visit to see the full detail: clock-in time, clock-out time, GPS coordinates, distance from patient address, duration, and any exceptions flagged by the system.

3

Verify a visit

If the visit data looks correct, click Verify Visit. The visit status changes to Verified and it becomes eligible for claim generation.

4

Reject a visit

If there is an issue (e.g. incorrect times, wrong patient), click Reject Visit and enter a reason. The caregiver will be notified. Rejected visits are not billed.

5

Handling exceptions

Exceptions are flagged automatically when the caregiver was outside the geofence, the visit duration was unusually short or long, or the clock-in method could not be verified. Review exceptions on the Exceptions tab before verifying.

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