July Update Brings Communication Notes, Caregiver Calendar, EVV Updates

Ability to view and add Communication Notes from Schedule Calendar > Group by Caregiver.

This feature was already present on Schedule Calendar > Group by Client and now added to “Group by Caregiver”. Agencies will now be able to “View/Add communication” notes from the Schedule Calendar > Group by Caregiver itself.

Ability to Download Caregiver(s) Calendar in bulk.

On the Caregiver Search screen, if you select one or more Caregivers, you can now Download Caregiver Calendars in bulk. From the Caregiver Search screen, you can select one or more Caregivers to see a “Download” icon. Select a Month and Year, after which individual calendars for each selected caregiver will be generated and a .zip file will be downloaded.

Status should be part of the recurrence

For the agency user(s) the recurrence pop-up would now appear when the schedule is created with status either as ‘Schedule’ or ‘Unapproved’. The recurrence schedule(s) would now be created with the same status.

Ability to Edit Caregiver Notes after publishing to client portal

Agency & Admin User(s) will have the ability to edit the caregiver notes after they have published once and make necessary updates before they could re-publish it again.

Removed email uniqueness from Caregiver Email Address

We have removed the email uniqueness from caregiver email address across the application. However, for EVV – Sandata posting, agency/admin(s) would have to ensure that caregiver email address is unique at the time of posting otherwise it might lead to rejections.

NOTE: IF you will be submitting your EVV data to Sandata, you will need to have a unique email address for each caregiver.

EVV Updates

1. Sandata Updates

a. Ability to bulk update reason codes on the Data -> posted screen. User(s) can now perform a bulk update on the Data posted screen in case they wish to add the same reason code for multiple shift(s)

b. User will be able to see Pending Sync section on the Data posted screen

i. Purpose of the pending sync functionality is to have all the records in 1 place that were posted and received the UUID notification.

ii. The background service will run that will get the UUID and automatically move the record in Data Posted screen with the latest status.

iii. In case if the user wants to manually sync the records, he/she can do the same by clicking on the bulk sync button.

c. As per the guidelines from Sandata in the state of North Carolina, 2 new exceptions will be applied starting July 9, 2021.

i. Unscheduled Visits

ii. No Show

d. On the Sandata Data post screen, User(s) will see all the required filters(s) as selected with default date range of last 1 week but data will only be loaded when the user(s) click(s) on the search button.

i. System will not load the data by default, user(s) will have the ability to select the options from filters and then click on search to see what specific data they are looking for.