Unscheduled visits are created when care providers clock in to a session with a client from their caseload rather than from a visit on their schedule. These types of work sessions are common during on-call scenarios.
To resolve unscheduled visits, go to schedules>workforce management>unscheduled visits.
From here, you can review your unscheduled visits and take appropriate action by clicking either reject or add to schedule for individual visits.
If you click add to schedule, you can choose to add the visit to the schedule with either the scheduled duration set on the service code or the length of the work session between when the employee clocked in and clocked out. You also have the option to check the box next to auto-approve the new visit so that it can be processed in billing and payroll where applicable.
Note that the auto-approve checkbox will not be available for visits funded by an electronic billing payor if the EVV feature is enabled.
After clicking save, the visit will be added to all relevant schedules and a visit note will be created to indicate that the visit was created from an unscheduled visit as well as whether it was auto-approved.
If you select reject on the unscheduled visit, this work session will not be added to the schedule as a visit or eligible for processing in billing and payroll.
If you have multiple unscheduled visits to manage, you can select batch actions>add unscheduled visits to schedule to add all unscheduled visits to the schedule.
Next, select whether you wish to add the unscheduled visits to the schedule using the scheduled duration set on the service code or the duration of the work session between clock-in and clock-out. You can also select whether you wish to auto-approve the visits for billing and payroll. Click save when you are ready to proceed.
Note that you cannot auto-approve visits funded by an electronic billing payor when the EVV feature is enabled.
