CareVoyant Intake and Admission functions enable Assisted Living Facilities to establish a single patient record for one or multiple lines of service and for multiple episodes of care. CareVoyant’s single patient record gives organizations the ability to consolidate all the clinical and financial records for a patient across their lines of services. The consolidation of all patient information – including demographic, insurance, personal/professional contacts, diagnosis, clinical and billing – that is collected at admission and throughout the length of care eliminates redundant data entry as the patient moves through the delivery of care under one program or across multiple lines of service.

Using our Revenue Cycle Management Partners, you can check patient eligibility in real-time or in a batch mode for multiple patients directly from CareVoyant. Checking eligibility at admission without leaving CareVoyant will streamline your intake process. Checking eligibility for a group of patients in a batch mode will ensure ongoing eligibility for patients. A standard event will alert you of any missing patient information or payer changes enabling your staff to proactively correct the records reducing reimbursement time and staff workload.

Using Intake/Admission functions, you can:

Using Service Authorization functions, you can:

• Integrate schedules with authorization for compliance
• Use Search functions to match patient preferences and requirements with employee availability and skills
• Use CV Miles API to search for employees within certain distance from the patient.
• Use CV Miles API to automatically calculate travel miles and time.
• Use Shift Offer Management to offer and mange shifts to multiple employees.
• Monitor schedules in real-time for missed shifts, missed visits, measurements or tasks.
• Use color coded calendar-like weekly, monthly, and shift views for patients and employees
• Use Schedule Manager to manage schedules in groups
• Use Drag and drop functions to change schedules.
• Use batch option to create, cancel or reschedule shifts or visits
• Use Shift, weekend, or holiday differential and overtime management for payroll
• Manage schedules for in-service or non-patient related activities
• Use Outlook integration to send new visit and changes to your staff calendars
• Mass texting to send schedule reminders for employees and/or patients.
• Split shift for multiple payers or multiple patients during the shift
• Calculate gross margin for each shift or visit based on fee schedule and pay rates
• Track employee and patient reliability
• Maintain employee demographic, availability, licenses and skills
• Automatically check employee skills, available and licenses during schedule process
• Over-ride of pay rate at schedule level for special circumstances
• Automatically create charge and payroll entries from schedules.
• Integrate scheduling, clinical notes, charge capture and payroll creation
• Maintain availability, skills and preferences for Employees
• Manage and track licenses for employees
• Create payroll records and pass them to payroll system through an interface
• Maintain multiple tiers for employee pay rates

• Integrate clinical functions with intake, scheduling, billing and payroll
• Use Hub Page to display all scheduled patients and access patient clinical information (Clinical Summary, Order, Care Plan Etc.)
• Collect, view and manage clinical records across multiple admissions or lines of business.
• Manage medication, treatment and other orders with drug-to-drug, drug-to-allergy, drug-to-food interactions.
• Validate clinical note for accuracy and completeness.
• Manage skilled and aide care plans using templates.
• Create Plan of Care from initial assessment and care plan
• Create Aide Care Plan using Aide Tasks (Bathing, Grooming, Medication Reminders Etc.)
• Trigger Care Plans based on Diagnosis, Medications, and Assessment Responses.
• Customize clinical process by discipline and type of visit
• Develop and use currently used clinical forms using CareVoyant Assessment Builder.
• Option to use Briggs Home Care forms.
• Use CareVoyant to collect Private Duty Nursing (PDN) notes.
• Document continuous care using Electronic Continuous Care Flow Sheets for Private Duty Nursing Skilled Shift Care
• Document Electronic Medication Administration Record (eMAR) during the shift
• Document Electronic Treatment Administration (eTAR) during the shift
• Track Hi-Tech Notes like Vent, Trach. Seizure, or Cough Log
• Create periodic progress notes
• Create therapy (PT/OT/SLP) notes
• Log and graph vitals and measurements
• Set up thresholds for vitals and user defined measurements.
• Document to the plan of care – by documenting on problems, goals and interventions
• Develop wound protocols and collect wound treatment data.
• Review (QA) clinical notes before creating Plan of Care.
• View and manage clinical notes using Clinical Notes Manager.
• Use Text Builder to maintain a library of frequently used phrases for use in order entry, care plan and clinical notes. Use Spell Check for text fields in order entry, care plan and clinical notes.
• Document at Point Of Care using CV Intuitive, CareVoyant Mobile, or Telephony.
• Use Events & Alerts to track unsigned clinical notes.

• Use Briggs Home Care forms in CareVoyant Clinical functions.
• View Briggs forms in clinical note just like the forms on paper - significantly improving the ease of use.
• Print forms in the same format as paper improving readability.
• Default all intake and other information in Briggs forms.
• Save in CareVoyant tables maintaining all current CareVoyant functionalities.
• Develop custom forms developed using eBriggs framework.
• View current assessment forms in the current format.

• Improve quality of care by coordinating care among many stake holders - Patient, Family, Physicians, and Employees.
• Use eFax to send or receive Plan of Care and Clinical Summary documents to or from physicians.
• Use Direct Message to exchange clinical information with physicians.
• Use Family Portal to send schedules and clinical information to patient and family.
• Use Employee Portal to send patient schedules and alerts to employees.
• Use CV Inbox to communicate with patient, family, and employees.

• Streamline Aide or Personal Care Delivery to patients
• Link aide care plan, schedules and documentation.
• Use CV Mobile to view aide care plan, document services provided, clock in/out and obtain patient signature.
• Update schedules with actual shift start and end time for charges and payroll.
• Provide Electronic Visit Verification using GPS or NFC.
• Monitor shifts in real-time using Real-Time Schedule Monitor

• Use CareVoyant Telephony to document services provided and clock in/out.
• Tightly integrated with Aide Care Plan, Scheduling and Clinical Notes.
• Create clinical notes when shifts are documented using telephony.
• Use telephony when connectivity is limited and telephony is mandated.
• Update schedules with actual shift start and end time for charges and payroll.
• Provide Electronic Visit Verification.
• Monitor shifts in real-time using Real-Time Schedule Monitor

• Save time by automatically calculating travel miles and time during schedule verification.
• Scheduling employees to patients based on the distance from home or form the previous shift.
• Reduce travels expenses by optimizing schedules based on distance.
• Locate employees in Real-Time Schedule Monitor when the shifts do not start on time.

• Monitor shifts and mange exceptions in real-time
• Display color coded indicators for exceptions – Late Start, Early End, GPS Mismatch, NFC Mismatch, Missed Tasks, Missed Measurements.
• View current location of the employee for late start and early end exceptions.
• Proactively notify Care Team – patients, families, physicians, employees - of any exceptions.
• View clinical documents for shifts in progress.
• Access clinical summary and other information from the monitor.

• Integrate Billing and Accounts Receivable functions with intake, eligibility verification, authorization, scheduling and collections.
• Bring Billing and Accounts Receivable functions together for multiple lines of business.
• Send a single statement for patients receiving services from multiple programs.
• Control your data by adding your own payers and maintaining your own fee schedules by payer (Insurance Plan)
• Maintain unlimited plans per patient.
• Verify eligibility in real-time or batch mode using ANSI 270/271 formats
• Bill for Medicaid, Insurances, Manage Care companies or county waiver programs
• Handle UB04 and 1500 requirements together.
• Handle electronic (ANSI 837) and paper formats.
• Adjust claim formats to meet insurance plan requirements.
• Use Claims Scrubber to identify and correct claim errors before sending the claims
• Correct claim errors during claims processing
• Add custom claim edits to meet unique billing requirements for Private Duty Nursing
• Automatically generate of secondary claims.
• Use statement functions manage private pay patients
• Use ERN functions to electronically import insurance payments.
• Use Collections Manager streamline and mange claims and accounts collections
• Use GL Interface to send account receivables information to General Ledger

• Proactively detect, notify and manage events in CareVoyant
• Use Events & Alerts to detect and mange exceptions
• Create custom events to detect events or exceptions based on your needs
• Schedule events to run at a predetermined time
• Use instant events to provide data entry alerts
• Notify users based on user defined criteria
• Use CV Inbox or Email to notify users

• Group and assign reports by user roles or individual users
• Use Report Manager to display all available reports for the user
• Modify and save existing reports in a pre-defined location
• Use the original or a modified report
• Create new reports using Microsoft Reporting Services and add it to Report Manager.
• Default or save the selection criteria by user
• Save the reports as PDF, CSV, Excel, TIFF or XML files
• Optionally e-mail reports as attachments or as links
• Use Reports Scheduler to schedule reports to run at a predetermined time with email links to selected users.

• View key metrics in one screen
• Configure dashboards by user or user role
• Create custom dashboards based on home care agency needs

• Use CV Message Center as HIPAA compliant internal messaging application.
• View all internal communications and alerts in one common area.
• Initiate messaged using CV Inbox from key data entry screens – Patient, Admission, Scheduling, Clinical Note.
• Access CV Message Center in CV Intuitive and CV Mobile.
• Use CV Inbox in Family Portal and Employee Portal to communicate with patients, families and employees.

• Use Family Portal to provide secure, HIPAA Compliant access to patient information.
• Login using secure user name and password.
• Link one or more patients to a login.
• Allow the patient or family to view demographic information and request changes.
• Allow the patient or family to view current and past schedules and request changes.
• Allow the patient or family to view current and past medications.
• Allow the patient or family to view visit summary
• Allow the patient or family to view account balances.
• Allow the patient or family to use CV Inbox to send and receive messages.

• Provide secure, HIPAA Compliant access to schedules, shift offers, available shifts and employee information.
• Allow your employees to login using secure user name and password.
• Allow your employees to view current and past schedules and request changes.
• Allow your employees to view shift offers and accept or decline them.
• Allow your employees to view available shifts and apply for them.
• Allow your employees to view demographic information and request changes.
• Allow your employee to view licenses and mange expiring licenses.
• Allow your employees to use CV Inbox to send and receive messages.