Troubleshooting Auto-Approval for Unscheduled Phone Visits

Gareh
Gareh
  • Updated

Issue:

You have trouble with auto-approving unscheduled phone visits, particularly when using the Electronic Visit Verification (EVV) system.

Solution:

1. Verify auto-approval settings

  • Go to Schedules > Workforce Management > Unscheduled Visits.
  • Select the visit you want to auto-approve.
  • Click Add to Schedule.
  • Check the Auto-Approve box.

2. Check EVV compatibility

Note that auto-approval is unavailable for visits funded by an electronic billing payor with the EVV feature enabled.

3. Troubleshoot bulk auto-approval issues

If you receive a data missing error, ensure all required fields are filled in correctly.

 

For more detailed guidance, refer to the How do I resolve my Unscheduled Visits?

 

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