> For the complete documentation index, see [llms.txt](https://fieldworker.gitbook.io/fieldworker-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://fieldworker.gitbook.io/fieldworker-docs/fundamentals/concepts/visits-and-verification.md). # Visits and Verification ## Home Health Care Visits [Home health care](/fieldworker-docs/audiences/home-healthcare-providers.md) visits provide essential medical assistance to individuals in the comfort of their homes. These [visits](/fieldworker-docs/product-guides/electronic-visit-verification.md) often include: * **Nursing Care**: Regular assessments, wound care, and medication administration. * **Physical Therapy**: Exercises to improve mobility and strength. * **Occupational Therapy**: Assistance with daily activities to maintain independence. * **Speech Therapy**: Support for speech and communication difficulties. * **Medical Social Services**: Counseling and assistance with accessing community resources. Ensure all visits are coordinated with the patient's person-centered plan to execute a comprehensive care plan. The Fieldworker app and platform let your agency manage the visits to allow the best outcomes for your patients, and optimal operational execution, as well as efficient revenue cycle management. The [Visits and Verification](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/visits-and-verification) concept in FieldWorker represents the operational "Life Cycle" of care. It transforms a simple calendar appointment into a compliant, billable, and clinically sound event. Below is an expansion of the visit lifecycle, illustrating how the [Fieldworker Platform](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/overview/fieldworker-platform) automates the transition from planning to payment. #### 1. Define Your Visit Types Before care begins, an agency must categorize the services it offers. These "Visit Types" (e.g., Nursing Care, Physical Therapy, or Respite) act as templates that define the expected duration, required skills, and specific [Checklists](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/checklists) a caregiver must complete in the [Ability Hub](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/audiences/caregivers-ability-hub). #### 2. Associate Visits with Payers Each visit type must be linked to a specific [Payer](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/billing) (e.g., Medicaid, Private Insurance, or a State Waiver). This association ensures that when a visit is scheduled, the system automatically knows which [Revenue Cycle](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/revenue-cycle) rules apply, including the correct billing codes (CPT/HCPCS) and hourly rates. #### 3. Map Customer Goals to Visits FieldWorker prioritizes "Person-Centered Care." During a visit, caregivers aren't just performing tasks; they are working toward [Goals & Needs](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/goals-and-needs) defined in the [Customer](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/customer) profile. Mapping these goals ensures that every [Task](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/task) performed is tied to a documented clinical necessity, which is vital for state audits. #### 4. Manage Visits and Employees The [Schedule](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/schedule) acts as the coordination hub. Managers match the right [Employee](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/employee) to a visit based on their availability, location, and credentials. Once assigned, the visit appears instantly on the caregiver’s [Ability Hub](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/audiences/caregivers-ability-hub) app, providing them with the client's address and [Circle of Care](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/circle-of-care) contacts. #### 5. Case Notes and Documentation for Visits As the visit occurs, the caregiver records [Case Notes](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/case-note) and observations. This documentation is the "narrative evidence" of care. FieldWorker allows for rich-text notes and voice-to-text dictation, ensuring that clinical changes or [Incidents](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/post) are captured in real-time, rather than hours later. #### 6. Electronic Verification of Visits (EVV) To comply with federal mandates, the platform uses [Electronic Visit Verification](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/product-guides/electronic-visit-verification). The [Ability Hub](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/audiences/caregivers-ability-hub) captures the caregiver’s GPS [Location](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/location) and a timestamp at the start and end of the visit. This data is compared against the authorized "Geofence" to verify that the service actually happened at the patient's home. #### 7. Match Visits with Prior Authorizations Before a visit can be billed, the system performs a "Pre-Billing Audit." It matches the completed visit against the [Prior Authorizations](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/product-guides/revenue-cycle-management) on file. If a visit exceeds the authorized hours or occurs outside the approved date range, the system flags it for review to prevent claim denials. #### 8. Claims and Payments The final stage of the lifecycle is the generation of [Reports](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/reports) and claims. Verified visits are bundled into 837 claim files and sent to payers. Because the data—from [EVV](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/product-guides/electronic-visit-verification) to [Case Notes](https://app.gitbook.com/o/l66ooAirOIZbkkTyDA8V/s/FKFmA5xK4sMCcp1WP4Kc/~/edit/~/changes/682/fundamentals/concepts/case-note)—has been validated throughout the lifecycle, the agency achieves a higher "Clean Claim" rate and faster reimbursement. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://fieldworker.gitbook.io/fieldworker-docs/fundamentals/concepts/visits-and-verification.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.