Mobile app Versions

The current version of the Caregiver mobile app for Android & iOS is 2.48 & for the agency app is 2.14

Master Schedule Notes Feature

A “Notes” section is added at the bottom of the "Add New Master Schedule" screen in the Master Schedule tab under the Client Profile. Admin/Agency users can add notes while creating or editing a Master Schedule. The note added in the master schedule will be visible for all child schedules as well.

Notes added in the parent Master Schedule automatically sync with child schedules, Notes can be modified for child schedules without impacting the parent, Master Schedule.

Any change in the parent master schedule note will be reflected in all the child schedules as well.
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Child schedule

Any changes made to a child schedule will be limited to that child schedule only and will not impact the parent Master Schedule Note. Additionally, the note will be included in the exported Master Schedule file from the 'Publish Master Schedule display'.

Addition of the Billed Hours on End of Year Invoice report – 

You can now view the number of hours for which an invoice was billed with the addition of the Billed Hours in the End of Year Invoice report. Both the Billed hours per invoice as well as total per client is available for each client in the selected date range. 

Character length Increased for the Key Documents “Document Name” 

We have now revised the character length from 20 to 100 characters in the Key Documents on the agency portal. This change is available for the Client profile, Prospective Client Profile, Caregiver Profile, Caregiver Applicant profile, and Office Staff/Other Staff Profile on the legacy UI and the new UI. You can now add a document name/name with a character length of up to 100 characters. 

This update is available on the Caregiver Portal, Caregiver App, and Client Portal’s Key Document section. You can now add the document with the Document name up to 100 characters on both the Add and the Edit view. 

Tooltip being added on Type of Facility & Facility type fields for more clarity.

We have included help text for the fields “Type of Facility” and “Facility Type” so that you can easily understand the usage of these fields.

These help texts are available on Add Facility and Edit Facility in the facility profile new UI.

Reply To field added when sending email(s) to Client

A Reply To field has been added when sending emails to Client(s). Agencies can now input a preferred email address for client replies. This would allow the clients to reply to the agency.

CMS485

From now onwards, User will be able to download the CMS485 form from the Client’s assessment tab.

Users will have the option to download the CMS485 form from the completed assessment V3 form only.

Once the user clicks on the link “CMS485”, a slider will open where the user will see some prepopulated details & others will be filled out by the user themselves. Once they save the form after filling in the information. It shall be available in the state mandated form for the user to review.

Ability to Copy settings from one office to another under office settings.

User(s) will have the option to copy the office settings from one office to another if they enable the settings under office settings. Once the setting is enabled, upon changing any settings in the following tab(s) for now, the User will be prompted to select the office where they would like to copy the setting.

Please note that users will have the option to copy the settings to either office by selecting the Check all options or will have the option to copy individually they wish to copy the settings from.

Caregiver Applicant in New UI

Users will be able to see the caregiver applicant in the new UI along with other profiles. This will be managed from the toggle on the Dashboard like other profiles.

EVV updates

HHA Updates in the state of PA

In the state of PA, for billed visit import report, system will calculate the total billed hours based on the Actual Visit start & end date.

Please note that the system rounding on schedules will no longer be applicable to the schedules.

Another update in the state of PA is where for the missed visits, the following details need to be captured in addition to existing fields for reason code, action taken & notes are included in the file while posting the data to HHA under Missed Visit report

Health and/or Safety Risk? - with Possible value - Yes/No

Entered in EIM? – with possible value - Yes/No

EIM Number - In case the value is yes for the above, then EIM# is compulsory.

This is to enter the EIM incident number.

Ability to download the JSON request & response files for CareBridge & Therap EVV aggregators

Users will be able to download the JSON request & response files from the posted visits in case required.

Multi State Capability for EVV aggregator – NETSMART(TELLUS) & CAREBRIDGE

Agencies using TELLUS & CAREBRIDGE will now have the option to configure for multi offices as per the state of their choice.

On the EVV configuration screen, User will now have the option to select the aggregator & once aggregator - "TELLUS" or “CareBridge” is selected, User will then select the Office for which the configuration needs to be done. After Office selection, the user will then select the State for which the office belongs.

Once the configuration is completed, the details will be added as per the production credentials received from respective aggregators.

The whole workflow after EVV configuration will remain the same & there is no change in the existing workflow.

With this release, User will be able configure the following aggregators

Ability to Identify the Live-in Caregiver toggle

Under the caregiver main tab, user will be able to identify the caregiver if he/she is a live-in caregiver or not with the help of the toggle.

In Florida, User will now be able to integrate & send the XML file for iConnect APD

User will now be able to set up iConnect as payer in the state of Florida for EVV configuration

Once the setup is done, scheduling remains the same & user will be able to view data on new report in the name of iConnect - APD XML report under EVV reports.

Users can run the report & download the data in XML format which will be taken forward to iConnect for processing.