electronic visit verification · reports summary – effective sept. 1, 2019 updated sept. 26, 2019...

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Electronic Visit Verification

Reports Summary – Effective Sept. 1, 2019

Updated Sept. 26, 2019

On Sept. 1, 2019, current EVV reports available in the EVV vendor system will be updated to provide more reporting functions

for HHSC, MCOs, and program providers. The report name, function, and access location will be updated and are listed in the

table below. The table also includes new EVV reports and search functions available in the EVV vendor system and EVV Portal

beginning Sept. 1, 2019.

Note: Reports that existed prior to Sept. 1, 2019 were located in the EVV vendor system.

EVV Portal Standard Reports

Report Name

(Effective as of

9/1/2019)

Former Report

Name

(Effective

9/1/2015-

8/31/2019)

Report Function

(Effective as of

9/1/2019)

Example of Report

Use

Stakeholder

Access to Report

Report Location

(Effective as of

9/1/2019)

EVV Attendant

History Report

Attendant or Nurse

Providing Services by

Individual

This report verifies

which attendants

provided services

to a member for a

requested date

range.

The user can use

this report to see

which attendant

provided EVV

services to a specific

member.

• HHSC

• MCO

• Program Provider

EVV Portal

CDS Employee

List (This report

will no longer be

available after

8/31/2019.)

CDS Employee List

The EVV Attendant

History Report and

EVV Visit Log

displays a list of

CDS employees.

N/A N/A N/A

2

Report Name

(Effective as of

9/1/2019)

Former Report

Name

(Effective

9/1/2015-

8/31/2019)

Report Function

(Effective as of

9/1/2019)

Example of Report

Use

Stakeholder

Access to Report

Report Location

(Effective as of

9/1/2019)

EVV Clock In/Clock

Out Usage Report

N/A - New Report on

9/1/2019

This report is used

to review the

attendant’s EVV

clock in/clock out

method usage,

total visits worked,

and percentage of

total visits worked

for each clock

in/clock out method

within a specified

date range.

The user can use

this report to review

what clock in and

clock out method

the attendant used

when using the EVV

system.

• HHSC

• Program Provider EVV Portal

EVV Provider

Report

• Contracts List

• Provider

Agency/FMSA List

This report displays

contract or

enrollment data

used by the

program provider

during setup in the

EVV vendor system

and the program

provider

onboarding date,

start date, and end

date with each EVV

vendor system.

The user can use

this report to view

the data the

program provider

used to set up EVV

and the

onboarding dates

with each EVV

vendor.

• HHSC

• MCO


EVV Portal

3

Report Name

(Effective as of

9/1/2019)

Former Report

Name

(Effective

9/1/2015-

8/31/2019)

Report Function

(Effective as of

9/1/2019)

Example of Report

Use

Stakeholder

Access to Report

Report Location

(Effective as of

9/1/2019)

EVV Reason Code

Usage and Free

Text Report

• Reason Code Free

Text Report

• Reason Code

Usage Report


the EVV reason

code number,

reason code

description and any

free text entered on

accepted EVV visit

transactions during

a specified month

by each provider’s

unique identifier.

This report also

allows program

providers to search

reason code usage

and entered free

text by Medicaid

ID.

The user can use


for EVV reason code

usage and free text

entered on accepted

EVV visit

transactions.

• HHSC

• MCO


EVV Portal

EVV Usage Report

• EVV Compliance Plan

Summary Snapshot

Report

• EVV Compliance Plan

Daily Snapshot

Report


the program

provider EVV Usage

Score for the

preceding quarters

and if the minimum

EVV Usage Score is

met.

This report also has

an ad-hoc version

for monthly

monitoring of

compliance scores.

The user can use


the program

provider’s EVV

Usage Score.

• HHSC

• MCO


EVV Portal

4

Report Name

(Effective as of

9/1/2019)

Former Report

Name

(Effective

9/1/2015-

8/31/2019)

Report Function

(Effective as of

9/1/2019)

Example of Report

Use

Stakeholder

Access to Report

Report Location

(Effective as of

9/1/2019)

EVV Visit Log EVV Visit Log


the hours of

services delivered

by the attendant to

the member and

includes all EVV

accepted visit data

sent to the EVV

Aggregator for

services starting

Sept. 1, 2019.

This report also

displays the

schedule (when

applicable) and the

actual hours,

location, and EVV

clock in/clock out

method for each

visit.

The user can use

this report to view

the EVV visit, which

is similar to

reviewing a paper

timesheet.

The EVV Visit Log

replaces paper

timesheets.

• HHSC

• MCO


EVV Portal

EVV Units of

Service Summary

Report

Units of Service

Summary Report


daily, weekly, and

monthly totals of

service units

delivered for a

specific Medicaid ID

and helps identify

breaks in service

for that Medicaid ID

(limited to fee-for-

service individuals).

The user can use


the hours from the

EVV Visit Log in a

calendar format that

displays the daily,

weekly, and

monthly hours from

the EVV Visit Log.

• HHSC


Note: A provider

number (also known

as a contract

number) is required

to access these

report results.

EVV Portal

5

EVV Portal Search Tools

EVV Portal Search

Tools

(Available as of

9/1/2019)

EVV Portal Search Tools Descriptions

Stakeholder Access

to EVV Portal

Search Tools

Location

(Available as

of 9/1/2019)

“Accepted Visit

Search” tab

• The “Accepted Visit Search” tab is a search tool that displays the

current accepted EVV visit transactions within a specific date

range.

• Program providers should use this search tool to confirm that an

EVV visit transaction has been accepted by the EVV Aggregator

before submitting the associated EVV claim to TMHP, CARE, or

CMBHS for EVV claims matching.

• HHSC

• MCO


EVV Portal

“History/Rejected

Visit Search” tab

The “History/Rejected Visit Search” tab is a search tool that displays

all changes made to an EVV visit transaction performed through visit

maintenance in the EVV vendor system, including rejected EVV visit

transactions and the EVV rejection codes.

• HHSC

• MCO


EVV Portal

“EVV Claim to Visit

Search” tab

The “EVV Claim to Visit Search” tab is a search tool that displays

match results for an EVV claim submitted to TMHP and the associated

matching EVV visit transactions when successfully matched.

• HHSC

• MCO


EVV Portal

6

EVV Vendor System Standard Reports

Report

Name

(Effective

as of

9/1/2019)

Former Report

Name

(Effective

9/1/2015-

8/31/2019)

Report Function

(Effective as of 9/1/2019)

Example of Report Use

Stakeholder

Access to

Report

Report

Location

(Effective

as of

9/1/2019)

EVV

Alternative

Device

Order

Status

Report

Alternative

Device Order

Status

This report displays that alternative

devices have been ordered and

tracks the status of those orders.

The user can use this report to

verify the date the alternative

device was ordered and track the

status of the order.

• CDS

Employer

• HHSC

• MCO

• Program

Provider

EVV Vendor

System

EVV CDS

Service

Delivery

Log

N/A - New

Report on

9/1/2019

This report displays EVV visit data for

CDS visits for a requested date

range.


review the timesheet of the CDS

employee.

• CDS

Employer

• HHSC

• MCO

• Program

Provider

EVV Vendor

System

EVV

Landline

Phone

Verification

Report

Landline Phone

Sampling Report

This report displays phone numbers

entered into the EVV system as

landlines when a program provider

has selected the member’s home

phone landline as the clock in/clock

out method.


monitor the home landline number

to ensure it is not a mobile number

entered into the EVV system when

the clock in and clock out method is

a home phone landline.

• CDS

Employer

• HHSC

• MCO

• Program

Provider

EVV Vendor

System

Non-EVV

Relevant

Time

Report

N/A - New

Report on

9/1/2019

This report displays time that was

spent on non-EVV services between

clock in/clock out for a requested

date range.

The user can use this report to view

times that the attendant used the

EVV system on non-EVV services.

• CDS

Employer

• HHSC

• MCO

• Program

Provider

EVV Vendor

System

7

EVV Vendor System Ad-Hoc Reports

The EVV vendor must provide ad-hoc reporting of any data available in the EVV vendor system at no

additional cost to the program provider, HHSC, MCOs, or CDS employer.

Ad-hoc reports:

• Are considered EVV non-standard reports.

• Cannot be used for contract oversight monitoring.

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Appendix A: Sample EVV Portal Standard Reports

(Example 1 of 2)

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(Example 2 of 2)

11

(Page 1 of 2)

12

(Page 2 of 2)

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Appendix B: Sample EVV Portal Search Tool Results

The “Accepted Visit Search” tab

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The “History/Rejected Visit Search” tab

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The “EVV Claim to Visit Search” tab

electronic visit verification · reports summary – effective sept. 1, 2019 updated sept. 26, 2019...

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