Caregiver Forms Support, EVV, Custom Form, Time Tracking, and Agency App Updates

Following are the changes in this release:

There is no update to the caregiver mobile app with this release. There will be an update to the agency app on February 9, 2022, but it is not a mandatory update and can be done at your convenience. The version, however, will remain the same, i.e. V1.5 for Android & iOS users. The minimum operating system requirements are “Lollipop” for Android and v10.0 for Apple devices.

Support for Caregiver Forms

Similar to ‘Other Forms’ in the Client profile, you can now create caregiver template forms in Admin Settings and then access them from the “Caregiver Profile – Other Forms” and “Caregiver Applicant Profile – Other Forms”.

Homecare Client Portal Forms Updates
Home Care Client Portal Forms Updates
Caregiver Profile In Home Care Client Portal

Updates to Custom Form Settings

1. Added New filters – You can now filter templates using ‘Form Type’ (Assessment, Client Forms, Caregiver Forms) and ‘Status’ (Active, Inactive, Draft).
2. Added Search Bar – Using the search bar, you can search for a specific template.
3. Added sorting options – Sorting options have been added to the columns on the forms grid within profiles for an improved experience.

Updates in Client profile > Assessment Tab

1. Added ‘Name’ column – With custom forms and multiple assessments, the assessment ‘Name’ column will identify the template used for that assessment.
2. Other Grid Changes –
a. Renamed ‘Assessment ID’ to ‘ID’.
b. Screens Filled – Text ‘Online Assessment’ is removed.
c. ‘Last Updated on’ and ‘Last Updated by’ merged into one – ‘Modified’. d. Renamed ‘Assessment Status’ to ‘Status’. e. ‘Add Observation’ and ‘Display Variance Report’ buttons are now always displayed on the screen for easy access. 3. ‘Add Observation’ and ‘Display Variance Report’ buttons are now always displayed on the screen for easy access.

Display Variance Report In Home Care Client Portal

Time Tracking – Missed Visit View

You can now view missed visits in the Time Tracking Views. With this feature, you can use the filters and take appropriate action on the missed visits.

EVV Time Tracking Views

EVV Updates

Carebridge Update 1. Data Post Screen – Visit Status Filter is Included

a. You can now filter the visits on the data post screen based on the visit status.

Carebridge EVV Aggregator Updates

TELLUS Updates

1. Multiple reason codes can be selected for required Visit Edits

a. You will be able to select multiple reason codes at the time of visit edit from the portal.
b. There is a total of 4 reason codes ( 1 on Manual clock -in / 1 on Manual clock- out & 2 on Visits edit ) that can be selected and sent to TELLUS.
c. If you need to change the reason codes entered already, or if the schedules are already billed, the system will now allow you to enter the reason code from the TELLUS data post screen as well.


2. Enabling Pre-Billing Validation
a. You will be prompted to add any required pre-billing validation at the time of posting to TellUS, in case any data pointer is required and might lead to rejection at a later stage.

TellUS EVV Aggregator Billing Updates
TellUS EVV Aggregator Reason Code Updates

3. Sandata – EVV Configuration Updates
CareSmartz360 Support team members can help enter any required details configuring the setup on behalf of your team for Sandata on the EVV Configuration screen itself.

Sandata EVV Configuration Screen Updates

Agency App Updates

Prompt for reason codes and action taken on manual updates & missed visits

Beginning with this release, we have introduced EVV functionality to the agency mobile app. You will be able to enter/select reason codes for shifts while editing visits from within the app. The reason codes will also be applicable at the time of doing manual clock-in/clock-out from the agency app.


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