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472 results for "EVV"
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Creating a New Schedule
You can create visit schedules for your clients, either for one visit or for recurring visits. You can also add an employee
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Managing Holidays
You can search for holidays that have already been created in the System. 1. Open the Security dropdown, then open Alert
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Cancelling a Schedule
A schedule can be canceled from either the client management module or the scheduling module. Follow the steps below for
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Editing a Group Visit Code
If a visit is linked to an incorrect group visit or was supposed to be part of an existing group visit, you can edit the
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Merging Calls
When a n employee calls in for a visit from an unknown client number or enters an invalid client ID, the call will not link
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Creating Agency Account's Email
The system can send email alerts to contacts if they have been added to the system. If needed, you can add new contacts to
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Updating an Unknown Client
When a visit is recorded without a client name or ID, the visit will be flagged with an Unknown Client exception. Visits
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Updating Payer Details
You will find the details about a client’s program all on one page in the Client Program tab. In addition to the Program
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Searching for Visits
It is good practice to check visits daily. This allows you to see visits that were logged via the mobile app, TVV or entered
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Scheduling Reports
Scheduling Reports Scheduling reports is like running reports. You still provide a timeframe and any other filters, but