Visits & compliance overview

Outcome

You can answer at any moment "how many visits today, how many cleanly verified, how many in exception" — both globally and per service line — and you can drill from a compliance miss into the visit that caused it.

Prerequisites

Scope	What it lets you do
evv.visit.read	View visits and the dashboard
evv.compliance.read	View the compliance dashboard

EVV applies to Medicaid personal-care and home-health services where the state mandates electronic visit verification. If your tenant only delivers office-based services, EVV may be inactive.

What EVV verifies

For each visit, the platform stores six pieces of information per the 21st Century Cures Act:

Field	Verified by
Type of service performed	Provider documentation.
Individual receiving service	Member ID match.
Date of service	Check-in / check-out timestamps.
Location of service	GPS / address geofence.
Individual providing service	Provider ID.
Time the service begins / ends	Check-in / check-out.

Visits failing any check enter the exceptions queue (covered in 4.2 — Work the EVV exceptions queue).

The Visits page

/evv/visits. Filter columns:

Filter	Default
Date	Today
Member	All
Provider	All
Status	OPEN, IN_PROGRESS, COMPLETED, EXCEPTION
Source	All EVV sources (vendors) you have configured

Each row shows date, member, provider, service code, geofence outcome, duration, and status.

The Compliance dashboard

/evv/compliance aggregates by day / week / month:

The dashboard shows:

Panel	Content
Compliance rate	Verified visits / total visits.
Top exception causes	Histogram of exception types (geofence miss, missing checkout, member mismatch).
Provider scoreboard	Compliance rate per provider — for clinical-supervisor follow-up.
Service line breakdown	Compliance per service line.
Trend	30-day rolling rate.

Visit detail

Click any visit for /evv/visits/:id:

Section	Content
Header	Member, provider, service, date.
Check-in	Timestamp, GPS, device, source vendor.
Check-out	Timestamp, GPS.
Geofence	Pass / fail with map.
Charges	Linked charges (if billed).
Exceptions	If any, with the exception type and triage state.
Source	The upstream EVV vendor that pushed this visit.

Steps to use the compliance dashboard daily

1. Open /evv/compliance at the start of the workday.

2. Read the headline rate. If below your tenant's target (e.g. 95%), follow up.

3. Click the largest exception cause to drill into the relevant subset of /evv/visits?status=EXCEPTION&type=….

4. Hand off to the exceptions worker — see 4.2 — Work the EVV exceptions queue.

Validation

Check	Expected
Visits arrive within minutes of check-out	Yes (latency varies by source vendor).
Compliance dashboard refreshes daily	Yes — the underlying view refreshes nightly.
Visit detail map renders the GPS pin	Yes — when GPS coordinates are present.
Provider scoreboard updates within a day	Yes.

Troubleshooting

Symptom	Cause	Fix
Dashboard rate below expected	A source vendor stopped pushing	Open /evv/sources (4.3 — Manage EVV sources) to check the integration health.
Compliance trend flat	Underlying refresh not running	Contact your platform admin; this should not happen routinely.
Visit shows no GPS pin	Vendor did not send coordinates	Confirm the source vendor sends them; or accept device-based verification.
Member-mismatch exceptions clustered on one provider	Provider's app has a stale member roster	Have the provider sync their device.

Next

4.2 — Work the EVV exceptions queue