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Community-Based Services Manual (CBSM)

Community-Based Services Manual (CBSM)


Electronic visit verification (EVV) device usage policy

Page posted: 7/18/23

Page reviewed:

Page updated:

Legal authority

Public Law 114-255 (PDF)

Definition

Electronic visit verification (EVV): An electronic system used to record data about the delivery of in-home or community-based services where people receive support with activities of daily living (ADLs) and/or instrumental activities of daily living (IADLs).

Overview

DHS recommends caregivers use the mobile application to verify EVV visits within the state EVV system, HHAeXchange (HHAX), whenever possible. DHS and HHAX offer a secondary verification method for EVV using telephony, known as interactive voice response (IVR).

Provider agencies using third-party EVV systems must work with their EVV vendor to determine device options that verify EVV services delivered and capture the required data.

DHS does not provide or reimburse costs for EVV devices. Provider agencies are responsible to ensure caregivers and people who receive services have access to devices to verify EVV.

Mobile application

DHS anticipates caregivers will verify the majority of EVV visits using the mobile application for flexibility and ease of use.

Caregivers may use either of the following:

  • · Their own personal smart phone or tablet.
  • · Smart phone or tablet issued by the provider agency.
  • Caregivers cannot access the EVV mobile application on a personal smart phone or tablet owned by the person receiving services, regardless of the EVV system.

    Caregivers working with people who self-direct their services and employ their workers may use a smart phone or tablet owned by the person if the person’s support plan clearly documents the sole use of the device for EVV.

    For additional information about the mobile application, refer to the mobile application section on CBSM – EVV verification methods policy.

    Telephony (IVR)

    Caregivers can only use IVR when both of the following are true:

  • · The caregiver does not have a smart device to access the mobile app.
  • · The person’s services both start and end in their home.
  • When the mobile application is not available, the caregiver may ask the person receiving services for permission to use their personal phone. If the person agrees to let the caregiver use their personal phone, the caregiver can use it to clock in and clock out of the EVV system by calling the EVV vendor’s toll-free number. Provider agencies must document the person’s permission and maintain that documentation in the person’s official record at the agency.

    If the person does not agree to let the caregiver use their personal phone, the caregiver must use an alternate method to capture EVV. Provider agencies are responsible to ensure caregivers have access to alternative methods to capture EVV.

    For more information about telephony, refer to the telephony section on CBSM – EVV verification methods policy.

    Fixed object devices (FOBs)

    DHS does not provide FOBs to provider agencies using the state-selected system, HHAX.

    For information about FOBs through third-party EVV systems, refer to the next section.

    Third-party EVV system devices

    DHS does not oversee devices for third-party EVV system users, including, but not limited to:

  • · Type of devices used.
  • · Purchase of devices.
  • · Functionality of devices.
  • Provider agencies can use the devices that work best for their organization if they capture the required EVV data on CBSM – EVV. Provider agencies must work with their EVV vendor to determine available device options.

    FOBs

    Provider agencies using third-party EVV systems can use FOBs if their chosen EVV vendor has them available. Provider agencies must ensure FOBs are properly installed in a semi-permanent location in the person’s home.

    Process and procedure

    For information about the process to use devices to verify EVV, refer to CBSM – EVV verification methods policy.

    Provider agencies are responsible to train caregivers and people who receive services on how to use devices to verify the EVV services delivered.

    Additional resources

    DHS – EVV
    CBSM – EVV
    CBSM – EVV compliance policy
    CBSM – EVV live-in caregiver policy
    CBSM – EVV Safe at Home process
    CBSM – EVV verification methods policy

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