Name: Create client event with EVV
Description: How to create an event/visit/session with EVV (Electronic Visit Verification)
Difficulty: Easy
Duration: Less than 2 minutes
Summary:
1. Go to Client’s Dashboard.
2. Click on the Clock in button.
3. Fill in all the required fields.
4. Click on the Start Session button.
5. Now you can collect Data, capture Signatures, access linked Documents, etc.
6. Once the visit is over, click on the End button.
7. Fill in all the required fields. (including Signature if required)
8. Click on the End Session button.
Important Notes:
- You are recommended to use our Mobile APP on your cellphone since GPS coordinates are more accurate.
- If you don’t see the Clock In button, your agency might have disabled this feature for you.
- If GPS coordinates are required by the agency the device used (Phone, Tablet, Laptop) will need to have GPS capabilities and permission granted to Office Puzzle.
- You can also create an event directly from the Calendar, but this will not include EVV information. Please click here for more details.
Create client event with EVV
Step 1: Go to Client’s Dashboard.
Step 2: Click on the Clock in button.
Step 3: Fill in all the required fields.
Step 4: Click on the Start Session button.
Step 5: Now you can collect Data, capture Signatures, access linked Documents, etc.
You continue working for the duration of the session.
Step 6: Once the visit is over, click on the End button.
Step 7: Fill in all the required fields. (including Signature if required)
Step 8: Click on the End Session button.
