Note: Please note that you must register for each session individually.
Day 1 — Tuesday, September 15
Opening Session
As CareVoyant continues to evolve, our development focus is shifting toward four strategic areas that we believe will have the greatest impact on the future of home care operations: Artificial Intelligence (AI), Automation, Notifications, and Operational Dashboards. Our vision is to embed these capabilities directly within CareVoyant rather than relying on disconnected third-party applications. By delivering fully integrated solutions, we aim to simplify workflows, improve operational efficiency, and help agencies make better and faster decisions.
Join us for the Opening Session where we will share our roadmap and discuss several key initiatives that represent the foundation of this strategy. Most importantly, this session is an opportunity for collaboration. Your feedback and insights will help shape our priorities, ensuring that we continue investing in solutions that deliver the greatest value to home care agencies, their staff, and the patients they serve.
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Effective Revenue Cycle Management
Revenue Cycle Management (RCM) is more than billing—it's a process that begins with intake and extends through authorizations, scheduling, claims management, and collections. In this session, you'll learn how CareVoyant integrates RCM into everyday operations to help improve financial performance and operational efficiency.
We'll explore tools and enhancements designed to strengthen your revenue cycle, including intake validations, eligibility verification, claims scrubbing, enhanced claims processing, replacement claims, ERA management, and reporting capabilities. Discover practical strategies to reduce denials, accelerate reimbursement, improve cash flow, and gain greater visibility into your agency's financial performance.
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Integrated Electronic Forms: Simplifying Intake and Document Management
Discover how CareVoyant Integrated Electronic Forms can streamline intake document collection, improve efficiency, and reduce paperwork. In this session, we'll showcase Integrated Electronic Signature Forms, enabling agencies to easily create, organize, distribute, and complete HIPAA-compliant patient intake documents electronically.
Hear firsthand from CareVoyant customers about their implementation experiences, lessons learned, and the benefits they've achieved. We'll also provide an update on upcoming enhancements, including electronic forms in the Family Portal and integration with third-party e-signature providers such as DocuSign, expanding flexibility and convenience for patients, families, and staff.
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CV Mobile and EVV Enhancements: Improve Compliance and Operational Efficiency
Explore the latest enhancements to CV Mobile and CareVoyant Integrated EVV: CV Docs in Mobile, Option to save Patient Location, Real-Time Schedule Monitor improvements, and the new EVV Compliance Report. We’ll also showcase Additional Services, Additional Miles, Home or Community visit selection in CV Mobile. We will also discuss EVV Automation and the new EVV Operational Dashboard. Learn how these innovations work together to improve compliance, increase operational efficiency, and simplify EVV workflows.
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Intake Roundtable
Join fellow CareVoyant users for an interactive discussion on streamlining Intake and Referral Management workflows using CareVoyant’s web-based Intake functions. Learn how configurable validations can identify missing information early, helping improve claim accuracy and accelerate reimbursement. We'll also explore intake workflow tasks, eligibility verification, integrated eFax, and best practices for creating a more efficient intake process.
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PDN & Non-Skilled Clinical Roundtable
Join fellow CareVoyant users for an interactive discussion on optimizing clinical operations and enhancing patient care. Share experiences, exchange best practices, and explore how CareVoyant’s clinical functions can be configured to support your agency’s unique workflows and documentation requirements.
We'll discuss the latest clinical enhancements, configurable clinical validations that promote quality assurance at the point of care, and practical strategies for improving compliance, documentation efficiency, and clinician productivity. Facilitated by a CareVoyant team member, this session is designed to encourage collaboration, learning, and open feedback from clinical professionals.
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Reporting in CareVoyant
Learn to maximize CareVoyant Reports Manager capabilities. Discover how to configure reports by user role, schedule automated delivery, and explore key reports and new additions.
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Day 2 — Wednesday, September 16
Technology Transition: What's in the Browser and What's Next
CareVoyant’s transition to the browser is approaching the finish line, bringing a more modern user experience, improved performance, and easier access to the tools you use every day. Join this session for a comprehensive update on our web transformation journey as we review the functions that have already moved to the browser, the remaining areas still transitioning, and the roadmap for completing the migration.
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eFax Case Study with Affiliates
This session covers CareVoyant's integrated eFax functionality for Affiliates, streamlining document transmission and improving communication workflows across your organization.
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Employee Management
Discover how CareVoyant’s Employee Management functions can simplify and strengthen your employee management processes. This session will showcase key enhancements, including Employee Profiles, Configurable Validations, Workflow Tasks, and new Licensing Templates and notifications will make it easier to manage employee licenses and compliance requirements.
Learn how these improvements can help reduce administrative effort, improve data accuracy, streamline onboarding and credential management, and provide greater visibility into your employee lifecycle.
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Authorization Management: Maximizing Authorized Hours and Revenue
Effective authorization management is essential to reducing non-billable hours, maximizing utilization of authorized visits and hours, and reducing revenue leakage. In this session, we'll explore CareVoyant's Authorization Management capabilities, including POC/Auth Manager, advanced filtering options, authorization-related reports, and configurable validations designed to support compliance and operational efficiency.
Learn how to proactively manage expiring authorizations, monitor authorization utilization, prevent over-scheduling, and leverage new notifications and dashboard for expiring authorizations and authorization overages. We'll also review schedule validations that help ensure visits remain within authorized limits, enabling agencies to optimize reimbursement, improve compliance, and reduce revenue leakage.
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Scheduling Roundtable
Join fellow CareVoyant users for an interactive discussion on improving scheduling efficiency and maximizing employee productivity in today’s challenging labor environment. Explore how agencies are leveraging CareVoyant’s Scheduling tools, Configurable Validations, and Intelligent Matching to optimize staffing and reduce scheduling issues.
We'll also discuss new enhancements, including the Notification Framework for missed clock-ins and clock-outs, helping agencies proactively manage exceptions, improve communication, and strengthen compliance. Share best practices, exchange ideas with peers, and discover new ways to streamline scheduling operations and improve caregiver utilization. Facilitated by a CareVoyant team member.
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CV Mobile / EVV Roundtable
Participate in this roundtable discussion focused on CV Mobile and EVV best practices. Share experiences and learn from peers about maximizing compliance and efficiency with integrated EVV solutions.
We'll discuss recent enhancements, the EVV Operational Dashboard, EVV Automation, and the new Notification Framework for missed clock-ins and clock-outs. Bring your ideas, challenges, and feedback as we explore practical strategies for improving field operations and EVV performance. The session will be facilitated by a CareVoyant team member.
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OASIS / Start of Care Documentation Roundtable
Join fellow CareVoyant users for an interactive discussion on Medicare OASIS assessments and related clinical documentation processes. Share experiences, exchange best practices, and explore strategies for improving documentation accuracy, compliance, and quality outcomes.
Bring your questions, challenges, and ideas as we collaborate on ways to improve clinician efficiency and deliver exceptional patient care. The session will be facilitated by a CareVoyant team member.
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AI and Automation
CareVoyant is entering its next phase of innovation with a strategic focus on Artificial Intelligence (AI), Automation, Notifications, and Operational Dashboards. Our vision is to embed these capabilities directly within CareVoyant, creating a more intelligent, connected, and efficient platform that helps agencies reduce manual effort, improve operational performance, and make faster, more informed decisions.
In this session, we'll showcase working models and upcoming innovations, including AI Scribing (Ambient Listening), AI-Powered Authorization PDF Processing, EVV Automation, and the new Notification Framework. See how these technologies can streamline clinical documentation, automate administrative tasks, improve compliance, and support proactive operations.
Most importantly, we want your input. Your feedback will help us refine these solutions and prioritize future AI and automation initiatives that deliver the greatest value to home care agencies.
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Day 3 — Thursday, September 17
Clinical Highlights for Home Care
CareVoyant continues to enhance its clinical functions to help agencies improve documentation efficiency, strengthen compliance, and deliver high-quality patient care. In this session, we'll showcase the latest clinical enhancements and demonstrate how they can streamline workflows, improve clinician productivity, and enhance both patient and employee satisfaction.
In addition, we'll share practical tips, best practices, and lesser-known features that can help your team get the most value from CareVoyant's clinical functions.
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Claims Processing Reimagined: Faster, Smarter, and More Integrated
Claims Processing is available in the Web! This major enhancement delivers improved user experience, streamlines claims management workflows, and significantly improves processing performance. With Claims History, ERA, and Collections now integrated into a unified workflow, users can more effectively manage denials, accelerate follow-up activities, and improve collections.
Join this session to explore how CareVoyant's enhanced claims processing capabilities can help optimize revenue cycle management, improve cash flow, and provide greater visibility into the claims lifecycle from submission to payment.
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PDN Case Study with Phoenix
Phoenix shares their experience using CareVoyant for Private Duty Nursing (PDN). Gain insights into PDN-specific workflows, scheduling, and documentation practices.
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Non-Medicare Billing Roundtable
Join fellow CareVoyant users for an interactive discussion focused on maximizing the value of CareVoyant's financial and billing capabilities. Share your experiences with our enhanced Claims Processing functions, explore how configurable intake validations can improve claim accuracy and reduce billing delays, and discuss opportunities to strengthen Accounts Receivable (AR), collections, and overall Revenue Cycle Management (RCM).
This roundtable is designed to encourage collaboration, knowledge sharing, and open feedback. Learn how other agencies are leveraging CareVoyant to improve financial performance, streamline billing workflows, and address common revenue cycle challenges. The session will be facilitated by a CareVoyant team member and guided by the experiences and insights of participating customers.
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Operational Dashboards: Real-Time Insights, Actionable Results
Get a preview of CareVoyant’s Operational Dashboards designed for EVV, Authorization Management, Scheduling, Clinical, Revenue Cycle Management, and Intake. These dashboards provide real-time and near real-time visibility into daily operations, giving managers an instant snapshot of performance and helping them identify issues before they impact compliance, productivity, or revenue.
Learn how CareVoyant Operational Dashboards are designed to be exception-driven and actionable, allowing users to drill directly from dashboard metrics into the underlying CareVoyant management screens to quickly investigate and resolve issues. Focused on the activities that matter most today, this week, and this month, these powerful tools will help agencies improve operational performance, strengthen compliance, and make faster, data-driven decisions.
Join us to see what's coming, share your ideas, and help shape the future of CareVoyant Operational Dashboards.
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Medicare/PDGM Billing Roundtable: Navigating Compliance, Billing, and Reimbursement
Join fellow CareVoyant users for an interactive discussion focused on Medicare billing, compliance, and revenue cycle management best practices. Share experiences, explore common challenges, and learn how to maximize the value of CareVoyant's Medicare billing tools. Exchange ideas with peers and provide feedback that can help shape future enhancements.
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Closing Session
Join us as we wrap up CareVoyant’s 21st Annual User Conference and reflect on the insights, innovations, and ideas shared throughout the event. We'll review key conference highlights, discuss important takeaways, and gather your feedback on how we can continue improving the CareVoyant experience.
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