VISIT OPERATIONS • EVV REVIEW
Visit Maintenance
Review visit execution, EVV evidence, exceptions, billing readiness, and downstream processing from one professional workspace.
Visit Maintenance may display PHI, workforce information, EVV evidence, GPS coordinates, billing data, authorization data, and audit history. Screenshots in this public guide use redacted or demonstration information. Certain validation logic, adjustment rules, Sandata workflows, billing controls, security rules, and internal automation are intentionally summarized and are trained directly for authorized Provider customers.
Purpose
Visit Maintenance is the operational control center used to compare planned schedules with actual service delivery, review EVV evidence, identify exceptions, correct approved billing time, confirm readiness, and prepare visits for downstream billing, payroll, Sandata, reporting, and audit workflows.
The workspace gives authorized office users a single record view of the Individual, DSP, authorization, call history, GPS evidence, merge eligibility, exceptions, billing decisions, Sandata status, claim status, and change history.
Professional Capabilities
Highlights missing clocks, unit variances, open visits, cancellations, and unreviewed records so office staff can focus on risk.
Connects schedule data, mobile call records, timestamps, GPS coordinates, service information, and source information in one record.
Shows whether the visit, authorization, Individual, employee, GPS, Sandata, and claim requirements are ready for the next workflow.
Visit Detail Guides
| Workspace | General Purpose | Documentation |
|---|---|---|
| General | Review planned and actual time, choose the billing time source, enter required reasons, review readiness, and view Sandata status. | Open guide |
| Client | Review Individual identity, contact, language, address, service address, guardian, and emergency-contact information. | Open guide |
| Employee | Review DSP identity, employment details, branch, supervisor, and Sandata employee synchronization status. | Open guide |
| Authorization | Confirm payer, program, service code, effective dates, maximum units, used units, remaining units, and authorization status. | Open guide |
| Call Log | Review Mobile EVV call-in and call-out timestamps, GPS evidence, source, user, timezone, and adjustment indicators. | Open guide |
| Merge Visit | Review multi-segment visit eligibility and create one billing record while retaining separate payroll segments. | Open guide |
| Exceptions | Review validation issues such as unit variance, missing clock, open visit, and other records requiring attention. | Open guide |
| GPS | Review visit coordinates, location status, distance, map evidence, and GPS availability. | Open guide |