🏁Support
We are happy that you have set up your agency for success. You may find the answer to your question, if you need any help.
How do I upload service plan into Fieldworker?
Fieldworker gives you the option to upload projects, which usually correspond with ISPs. Once you’ve added the relevant project or ISP, you’ll be able to add related tasks by specifying which project a task falls under when setting a new task. You can find more info on this here.
How does Time tracking work in Fieldworker?
We’ve made it very simple to accurately keep track of time. For each task and visit, your team will have the option to check in and out via a button in the mobile app. This captures any information required for your records and for EVV, as may be required, and automatically creates a timesheet entry for that task. Simple! Find out more about time tracking here.
Can I update a task, once created?
Of course! Once you’ve set a task, you’ll be able to edit any of the information – including who in your team it is assigned to – with ease. Read more about setting and editing tasks here.
How does Fieldworker save time in the MT process?
Fieldworker is an all-in-one centralized hub for all of your data. We pre-fill a lot of information for you, and guide you through any follow-up and required items so that you don’t have to go back and check what was done and required from prior months. We aim to save you time and stress when it comes to filling out MTs.
How can I use Fieldworker to track follow-up actions?
Yes! After each MT, you can specify any follow-up actions, including phone calls and visits, and by when they’re required. This will be recorded and shown on the dashboard for your support coordinators, ensuring they meet all deadlines and keep a clear overview of what follow-ups are required and by when.
How do I capture the required information for EVV?
You don’t need to do anything besides tapping “Check in” and “Check out”! All required information is captured automatically, either from your database or from your device when you tap these buttons. The time and location are captured at the point of check-in and out, with the location being noted via your device’s GPS capabilities.
My team spends long hours writing case notes. How can Fieldworker make it faster?
We use the latest tech to help make all of your team’s tasks more efficient, and case notes are no exception. From the FieldWorker mobile app, your team will be able to use speech-to-text technology to dictate their voice notes in a matter of minutes. Then after a quick check, they can submit them – all without needing to go back to the office and write them up, saving your team hours every week!
How can I record case notes by voice?
From the task in the FieldWorker app, you’ll have a “Voice” option, which is where you dictate your updates. Once done, you’ll be presented with a transcript, which you can check, amend as necessary, and submit. Find out more about how it works here.
Does Fieldworker provide alerts and notifications?
Alerts are generated for following actions.
1. When a new task is assigned to an employee
2. When a new customer/project is assigned to you
3. When a timesheet is submitted for your approval
4. When your timesheet is approved
5. When you are referred in a comment
Valid task types include - Task, Project, Customer, Timesheet, and Comment
There should be a specific layout of the message (when clicked view) for each type of task type.
1. Task type view should have basic information for task - project, customer, location, date and task
2. Project view should have - customer, address, phone, plan start date
3. Customer view should have - customer, address, phone, acquire date
4. Timesheet view should refer to the - submitter name, approver name, time period details
5. Comment view should show the exact comment being referred
What is the difference between the current plan and active plan?
Current Plan and Active Plan are referred by NJ Support coordination system iRecords and have the following fields.
Active Plan Due Date
Active Plan Status
Active Plan Start Date
Current Plan
The current plan refers to the Approved plan being executed for a participant. For a participant that does not have an approved plan, the plan that is being worked on is the current plan of the participant.
Active Plan
Active plan refers to a plan being worked on, and not approved, for a participant. It is possible to have more than one active plan for a participant. In this case, iRecord refers to the most recent plan for the details of the active plan.
Active Plan Due Date is 30 days from the date of plan creation, except for annual plans, which is 60 days after a plan has been generated.
Active Plan Start Date is the date that the plan has started for that plan term.
What is the Prior Authorization for services in New Jersey?
Prior Authorizations (PAs) are generated for approved services in Supports Program or CCP waiver programs provided the payment source of the service is Fiscal Intermediary (FI) or Medicaid.
The PA units are generated for every week that falls between the service start date and end date, including partial weeks. If the start date of a service is a Wednesday, the first week units are from Wednesday to Saturday. Likewise, if the service ends on a Thursday, the last week's units are from Sunday to Thursday.
I receive my authorizations as SDR. Can I add the authorizations to Fieldworker?
Yes!
Fieldworker supports a very simple upload format for prior authorizations. You can capture data from your Service Delivery Report very easily.
The following table explains a sample row in the upload file. Typically, every row on the details on page 2 will correspond to one row on the PA CSV file.
DDD ID - ID from the first section to be copied here. Same for all rows.
Member Medicaid - Medicaid ID from the first section to be copied here. Same for all rows.
Provider Medicaid - Billing NPI from the Provider Information section to be copied here. Same for all rows.
Prior Authorization - The PA number from the Prior Authorization section should be copied here. Same for all rows for a given service.
Procedure Code - Proc Code from Service is used here. Same for all rows for a given service.
Start Date - Start date of each individual entry (Service Week Range) from the Distribution section. Unique for each row.
End Date - End date of each individual entry (Service Week Range) from the Distribution section. Unique for each row.
Authorized Units - No of units from Units columns of the Distribution section. Unique for each row.
Authorized Amount - Computed by multiplying no of units above with the Rate from the Service section
Error Code - 'None'
Error Description - can be left blank
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