Implementing Electronic Visit Verification (EVV) is more than just meeting a compliance mandate; it’s an opportunity to modernize your agency’s workflows, increase accountability, and ensure service accuracy. Yet, for many IDD providers, the transition can feel overwhelming. This step-by-step guide breaks down how to roll out EVV successfully and with minimal disruption.
Step 1: Understand Your State’s EVV Requirements
Each state has its own EVV rules, approved vendors, and data submission models. Start by reviewing your state’s EVV program details, focusing on required data points, visit capture methods, and reporting formats. Knowing these early helps you avoid rework later.
Step 2: Choose a System That Fits Your Operations
Look for an EVV system that integrates with your existing software, especially billing, payroll, and case management. The right system should simplify, not complicate, your workflow.
Vertex EVV, for example, is built to work seamlessly across all Vertex modules, keeping data consistent from the point of service to payroll and finance.
Step 3: Involve Your Team Early
Your Direct Support Professionals (DSPs) and managers are key to EVV success. Involve them during the testing phase, gather feedback on usability, and make sure training is hands-on. Clear communication about “why” EVV matters helps drive adoption.
Step 4: Test Before Going Live
Conduct a soft launch with a few programs or staff members to identify any issues with device connectivity, GPS accuracy, or data submission. Use this phase to refine processes before scaling up.
Step 5: Monitor, Adjust, and Support
Once live, continuously review EVV data accuracy and submission status. Establish an internal point person or help desk to resolve visit discrepancies quickly. Use system reports to track performance and compliance trends.
Implement EVV with Vertex
Rolling out EVV doesn’t have to be stressful. With the right strategy, training, and technology partner, your agency can turn compliance into a catalyst for efficiency.
Learn more about how Vertex helps IDD organizations achieve smooth, compliant EVV implementation.