ROLE PRIVILEGES NEEDED: <udl-white>EVV Report<udl-white>

FILTER | REPORTS | QUIZ

You have the ability to run an EVV report by going to

1. Reports
2. EVV Reports

Select the drop down <btn>   All Items Checked  ▾ <btn> to the right of Agency to choose your agenc(ies).

You can filter by Service Dates...

FILTER <returntomenu>menu ↑<returntomenu>

Select the drop down <btn>   All      ▾   <btn> to the right of Patient to selection a specific patient

Or select the drop down <btn>   All      ▾   <btn> to the right of Associate to select a specific associate</btn></btn>

Click <btnw>   Search   <btnw> when you have finished setting up your filters.</btnw></btnw>

The list will populate

Select the <btnw>   Export   <btnw> button when you have finished setting all of your options.

REPORTS <returntomenu>menu ↑<returntomenu>

EVV Report <btnw>   PDF     ▾  <btnw> includes:

• Patient Full Name
• Tracking Date
• Tracking Time
• Type
• Note
• Associate

EVV Report <btnw>   Spreadsheet     ▾  <btnw> includes:

• Patient
• Tracking Date
• Comment
• Associate
• Associate ID
• Notes
• Agency Name