Data-Driven EHR: EVV Reporting Tools that Power Compliance & Change
In this third and final installment about Electronic Visit Verification (EVV) implementation, we turn to a critical pillar of compliance: EVV reporting. Once integration and workflows are established, ongoing monitoring becomes essential for maintaining accuracy, preventing billing issues, and driving organizational learning.
For agencies navigating Pennsylvania’s EVV mandates, proactive reporting is not just a safeguard. It’s a strategic tool for change management, audit readiness, and long-term success.
If you prefer video, our Senior Director of EHR Strategy & Customer Success, Theresa Yera, explains EVV reporting in 60 seconds.
Complete the form to schedule your consultation and join our email list
Internal Reporting Solutions Built to Monitor EVV Accuracy
To ensure quality and compliance, Edge EHR created a suite of custom reports inside myEvolv. These EVV reports helped identify EVV failures, data entry errors, and non-reconciled visits or tasks:
- Integration Message Log Report: Monitors communication between the EHR and the mobile care delivery system, capturing both successful and failed transactions. It includes detailed error messages to support rapid troubleshooting and resolution of integration issues.
- Zero-Duration Visit Report: Flags service entries with zero recorded duration, which are often caused by incomplete workflows or duplicate manual entries. These entries are prioritized for correction to maintain data integrity and billing accuracy.
- Non-Reconciled Tasks and Visits Reports: Identifies scheduled or completed visits lacking critical metadata (such as program or site), typically due to bypassing the intended scheduling workflow. This helps teams spot integration gaps or user workflow deviations post-deployment, until the issue is patched.
- Service Note QA Report: Supports quality assurance efforts by monitoring documentation for key billing and compliance fields, including note status, goal progress, shift start and end from the mobile care delivery software, and verifications. Versions of this report also allow supervisors to track documentation quality across their supervisees and assigned clients.
Future Optimizations: Leveraging External EVV Reporting for Ongoing Monitoring
While internal EHR reporting is essential for real-time troubleshooting, agencies looking to scale their EVV oversight should consider layering in external business intelligence (BI) tools. Various options are available, including Power BI, Tableau, Excel-based dashboards, and Insights, which is software developed exclusively for human services by our sister company, The BI Collaborative. These tools can provide:
- Aggregated Data Views:
Compare EVV metrics by region, team, or quarter to track compliance and performance trends.
- Visualization of Patterns: Flag high-frequency issues like missed clock-ins or recurring manual edits using intuitive dashboards.
- Client & Staff-Level Insights: Identify specific service areas or individuals who may require retraining or workflow reinforcement.
- Audit-Ready Outputs: BI tools can format data for external stakeholders, reducing audit preparation time and stress.
- Cross-Functional Integration: Merge EVV data with other, possibly external to the EHR metrics, such as client satisfaction, incident reports, or program revenue. This increases provider understanding of the operational and financial impact of EVV practices.
These insights move organizations beyond basic compliance to strategic improvement.
Final Thoughts on EVV Reporting
Reporting is the ongoing mechanism that keeps the system working. From internal QA to external dashboards, building a culture of visibility helps human services agencies stay ahead of compliance risks while continuously improving their care delivery systems.
Compliance is maintained day-to-day, not just during audits. And the best tools to maintain it are the ones you use regularly.
About EHR Edge
EHR Edge is a trusted partner for Human Service Agencies, helping them navigate change with confidence. Our collaborative approach empowers your team, streamlines workflows, and drives lasting success, so you can focus on making a meaningful impact in your community.