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EVV and documentation for home care billing

A bill is only as good as the record behind it. For Medicaid personal care, federal law requires states to use electronic visit verification (EVV), and your state Medicaid program sets how it works. For every payer, including private-pay clients, the visit record is what supports the bill.

What EVV is

Electronic visit verification is a way of recording, electronically, that a visit happened. CMS says the EVV system must be able to electronically verify:

  • The type of service performed
  • The individual receiving the service
  • The date of the service
  • The location of service delivery
  • The individual providing the service
  • The time the service begins and ends

The federal Medicaid context

Medicaid.gov says Section 12006(a) of the 21st Century Cures Act mandates that states implement EVV for Medicaid personal care services and home health services that require an in-home visit by a provider. CMS also says the law cannot be construed to require the use of a particular or uniform EVV system.

In practice that means your state Medicaid program sets the EVV method: which system or vendors are allowed, which services are covered, and how EVV data connects to your claims. Check with your state Medicaid agency. We do not publish state EVV tables or recommend vendors.

Private-pay visits

The Cures Act EVV requirement is about Medicaid services. A private-pay-only agency may not be covered by it, but your state, a contract or an insurer can still ask for visit records, and you need them to support every invoice. Check your state.

Documentation that supports the bill

  • Time: when each visit started and ended, and who provided it.
  • Tasks: what was done, in the form your state or payer requires.
  • Signatures: client or caregiver sign-offs where your state or payer asks for them.
  • Authorizations: the approval on file for payers that use one.

Your own planning; check your state and each payer for what they require. homecarepolicyprocedures.com, also published by Home Care Agency Blueprint, covers writing your documentation and records policies.

Keep only what you need to share

If HIPAA applies to you, HHS says the Privacy Rule generally requires covered entities to take reasonable steps to limit the use or disclosure of, and requests for, protected health information to the minimum necessary to accomplish the intended purpose. Decide with counsel whether it applies to your agency.

A planning aid, not a promise. Nothing on this site can tell you whether or when a client or payer will pay. It describes billing habits and points you to the rules that apply, so you can check them for your own agency.

Your payers and your state set the details. Each payer’s contract and provider manual, and your state Medicaid agency for Medicaid and EVV, decide what you can bill, how, and with what documentation. This site does not list payer or state rules. Not billing, legal, tax or financial advice. Payer and state rules vary.

What to do next

Frequently asked questions

Does EVV apply to my agency?

It depends on your state and your services. The federal requirement covers Medicaid personal care and home health services that require an in-home visit. Check with your state Medicaid agency.

Which EVV system do I have to use?

Your state Medicaid program decides. CMS says the law does not require a particular or uniform EVV system, so states differ. Check with your state Medicaid agency.

Want to talk through your options?

A free 15-minute clarity call with Home Care Agency Blueprint. It helps people start home care agencies, so expect that perspective. You do not need your billing set up first.

Book a free 15-minute clarity call