Tellus EVV Introduction and Dashboard TRAINING REFERENCE …ahcaevv.4tellus.com/docs/Reference_Guide_Intro_and... · TELLUS EVV Training Reference Guide 3.0 EVV Dashboard REV: 12/17

REV: 12/17 Sponsored by Centric Consulting, LLC, and the State of Florida, AHCA

Tellus EVV Introduction and Dashboard

TRAINING REFERENCE GUIDE

TELLUS EVV System Training Reference Guide

REV: 12/17 Sponsored by Centric Consulting, LLC, and the State of Florida, AHCA Page i

Table of Contents

TRAINING GUIDE ACRONYMS AND DEFINITIONS ................................................................ ii

1.0 TRAINING OVERVIEW ................................................................................................... 1

1.1 Training Goals and Outcomes ..................................................................................... 1

1.1.2 Goals .............................................................................................................................. 1

1.1.3 Learning Outcomes ........................................................................................................ 1

1.2 Training Documentation ................................................................................................... 1

2.0 GETTING STARTED ........................................................................................................ 3

2.1 Overview ........................................................................................................................... 3

2.2 General Requirements ...................................................................................................... 3

2.3 Log In ................................................................................................................................. 3

3.0 EVV Dashboard ............................................................................................................ 4

3.1 Home Page Overview ................................................................................................... 5

3.1.1 Banner Line .................................................................................................................... 6

3.1.2 Visit Status ..................................................................................................................... 6

3.1.3 Weekly Visits .................................................................................................................. 7

3.1.4 Visit Per User .................................................................................................................. 8

3.1.5 Home Page Schedule ................................................................................................... 10

3.1.6 Schedule Panel Maximize Icon .................................................................................... 12

3.2 Home Page Navigation ............................................................................................... 13

3.2.1 Home Page ................................................................................................................... 13

3.3 Home ......................................................................................................................... 14

3.4 Users ......................................................................................................................... 14

3.5 Recipients .................................................................................................................. 23

3.6 Schedule .................................................................................................................... 36

3.7 Visits .......................................................................................................................... 50

3.8 Claims Portal .............................................................................................................. 52

3.9 Services...................................................................................................................... 53

3.10 Reports .................................................................................................................... 61

3.10.1 Report Screen ............................................................................................................ 61

3.10.3 Export Report To Excel ............................................................................................... 64

3.11 Log Out .................................................................................................................... 65

APPENDIX A ..................................................................................................................... 66

6.0 Applications Icons and Usage ......................................................................................... 66

TELLUS EVV System Training Reference Guide

REV: 12/17 Sponsored by Centric Consulting, LLC, and the State of Florida, AHCA Page ii

TRAINING GUIDE ACRONYMS AND DEFINITIONS

ACRONYMS

AHCA Agency for Health Care Administration

CSR Customer Service Representative

CSV Comma Separated Values

EMM Enterprise Mobility Management

EVV Electronic Visit Verification

FAQ Frequently Asked Questions

FMMIS Florida Medicaid Management Information System

GPS Global Positioning System

HH Home Health Visits

HIPAA Health Insurance Portability and Accountability Act (1996)

SFTP Secure File Transfer Protocol

SMS Short Message Service

URL Uniform Resource Locator

DEFINITIONS

Hover A rollover indicator on a computer screen that activates a point that will be affected by input from the user.

Log In The procedure of entering one’s login information, such as User ID and password, to access the Tellus EVV System.

Login The set of User ID and Password combination that provides a user access to the Tellus EVV System, with personalized permissions.

Log Out The procedure to conclude use of the Tellus EVV System.

TELLUS EVV Training Reference Guide 3.0 EVV Dashboard

REV: 12/17 Sponsored by Centric Consulting, LLC, and the State of Florida, AHCA Page 1

1.0 TRAINING OVERVIEW

This guide has been prepared by the Centric/Tellus team sponsored by AHCA and is intended to train service providers on the installation, operation, and functionality of the Electronic Visit Verification System.

The AHCA EVV System, training, and support is supplied free of charge to all Florida fee-for-service home health providers.

The appendix at the end of the document explains all the icons mentioned throughout the

guide, see Table 5.

The Agency for Health Care Administration has approved the content and supported the publication of this Reference Guide.

1.1 Training Goals and Outcomes

1.1.2 Goals

To provide the AHCA EVV System users with the necessary knowledge and skills required to operate the EVV System. 1.1.3 Learning Outcomes

At the end of this tutorial, participants should be able to successfully:

▪ Use and operate the Electronic Visit Verification application to schedule, process, and submit claims in accordance with Florida Medicaid policies

▪ Navigate to the AHCA EVV application training and support web site ▪ Log in to the Tellus EVV Dashboard ▪ Operate and utilize the dashboard ▪ Run, download, and print designated reports ▪ Import and export files to various formats ▪ Provide training to other users ▪ Provide training for direct caregivers ▪ Log off the system correctly

1.2 Training Documentation

All the training documentation for the AHCA EVV System can be accessed at the product web page, http://ahcaevv.4tellus.com.

http://ahcaevv.4tellus.com/



Figure 1: Agency for Health Care Administration Electronic Visit Verification Home Page



2.0 GETTING STARTED

2.1 Overview

This section details how to access the Tellus EVV system, the basic set up, and an explanation of features and guidelines.

Tellus EVV is the EVV mobile application and throughout this document will be referred to as the EVV mobile app.

2.2 General Requirements

Each provider must designate an EVV System administrator during the registration process. The administrator will be able to create login ID’s for internal users. The login ID’s consist of: Account Code, User Name, Password.

2.3 Log In

Once you have received your login information, you will receive the URL to access the system. Enter the login information from 2.2 to log into the web interface.

1. Navigate to the Tellus EVV Dashboard URL.

2. The login screen in Figure 2 will open. 3. Enter your:

• Account Name

• User Name

• Password

4. Click < Login>

Figure 2: EVV Dashboard Login Screen

The main screen view will open. See Figure 3

Figure 3: Main Screen View

For security purposes, your password will not show on the screen. You can select ‘Remember me’ if desired.



3.0 EVV Dashboard

This section gives a full tutorial of the dashboard from accessing the system to exiting the system.

Figure 4: EVV Dashboard

Purpose of the Dashboard

The dashboard is the front door of the application and it is designed to display a quick snap shot of system real time data.

• It displays caregivers’ schedule. • It serves as the point of entry after logging into the system. • It has a main menu which houses primary buttons that allow access. • These access points have drop-down options to enable navigation to various sections of the

application.



3.1 Home Page Overview

This section gives a full tutorial of all sections of the Home Page.

Figure 5: Home Page Screen

Banner Line

Visit Status

Weekly Visits

Visits Per User

Home Page Schedule

Schedule Panel Maximize Icon



3.1.1 Banner Line

• Displays the EVV Dashboard title, left justified, and the provider’s name, user name and a picture of the user if available.

• This feature confirms which agency user is logged in, as you can log in to multiple.

Figure 6: EVV Dashboard Banner Line

3.1.2 Visit Status

• This is the top section of the page, which sits below the banner line. • It displays a table with the summary of visits based on:

o Total Visits o Completed Visits o Late Visits o Not Completed Visits

Figure 7: Visit Status Bar

Table 1: Visit Status Elements

Visit Description Total Visits The total number of visits for the period.

Completed Visits The total number of completed visits for the period.

Late Visits The total number or recorded late visits for the period.

Not Completed Visits The total number of visits not completed for the period.



3.1.3 Weekly Visits

Figure 8: Weekly Visits Home View

• The Weekly Visits section is below the Visit Status section shown in Figure 8.

• Displays the visits by day for the past seven (7) days. A color legend to the right of the bar chart reports the visit status, Figure 9.

• Each bar chart displays the total number of visits by day, along with completed or not completed visits in the same day.

• This will give the user a visual indicator as to the number of daily visits and the productivity of those visits day-by-day, on a weekly basis.

• Hovering over each bar chart displays the day and amount of visits completed for that period.

Figure 9: Graph Legend



Table 2: Weekly Visit Graph Layout Summary

1st column Description

Average Visits Per Day Gives overall visits completed on a daily basis.

Average Late Visit Per Day Gives overall late visits view on a daily basis.

2nd column

Average Time Per Visit Gives average time spent on each visit for the period.

Average Cancellations Per Day Gives average visit cancellations on a daily basis.

Weekly Visits Panel Maximize Icon

• Allows the user a close-up view of the weekly visits.

Figure 10: Weekly Visits Zoom-In View

3.1.4 Visit Per User

Figure 11: Visit Per User



• Displays the amount proportional to the quantity of visits scheduled per user.

• It has a legend that is color coded by user’s name as in Figure 12.

• It also contains a single select pull down menu for the period as in Figure 13.

Figure 12: Graph Legend

Figure 13: Visit Per User Drop Down

Visit Per User Panel Maximize Icon

• Allows user close-up view of the data as in Figure 14.

Figure 14: Visit Per User Zoom-In



3.1.5 Home Page Schedule

• Displays all scheduled visits at a glance.

Figure 15: Schedule Home Page View

• Displays the scheduled visits based on the single select pull down menu.

Figure 16: Schedule Drop-Down List

• The Schedule section of the home page provides the user the ability to view the schedule based on the time period selected as in Figure 16.

• The view also displays the number based on the selection of rows per page.



• Select the symbol to access the visit details for a scheduled appointment.

Figure 17: Individual Visit Dialogue Box

Figure 18: Individual Visit Detail



3.1.6 Schedule Panel Maximize Icon

• Allows user a close-up view of the upcoming schedule as shown in Figure 19

Figure 19: Schedule Zoom-In View



3.2 Home Page Navigation

3.2.1 Home Page

• The home page allows the user to access drop-down buttons that navigate to other pages/functional areas of the application.

• The Menu Bar has the following navigation on the left-hand side of the home page displayed vertically as:

o Home o Users o Recipients o Schedule o Visits o Claims o Services o Reports o Logout

Accessing the Menu Bar

1. Select the <Main Menu> which opens the menu bar for navigating.

Figure 20: Home Page Menu Bar



3.3 Home

The will return the user back to the home screen.

Figure 21: Home Screen View

3.4 Users

Individuals who interact with the EVV.

Figure 22: User Screen

• Lists all users (x) .

• The Status column displays the status for each user; Active or Inactive .

• Clicking the status icon, will change the status from Active to Inactive, or vice-versa.

• User can sort alphabetically in ascending or descending order.

• The admin can “Add User” at any time.

• User can select the number of “Rows Per Page” displayed in increments of 10 .



Accessing Users Page

1. Click <Users> on the Menu Bar. 2. With a single click the “Users” screen opens as in Figure 23.

Figure 23: User Screen View

Adding a New User

1. Select the to add a new user.



2. The “Add User” screen opens. * indicates required fields

3. Enter all required fields. 4. Status can be “Active”,

“Inactive” or “Force change password”. It is recommended that you use “Force change password” for new users to the system.

5. Select roles: Admin - Full access Monitor – view and print only blank - Caregiver

6. Click <Save> or <Cancel> if necessary.

7. You will receive a “New User successfully added” message.

Figure 24: New User Screen

Changing and Editing User ID and Password Allows the User to change old or existing password to a new password, edit or delete a user.



Editing a User

1. Enter <User> screen. Select user to be edited. 2. Select three dots icon. 3. Dialog box opens, select <Edit User>.

Figure 25: User Dialog Box

4. The <Edit User> screen opens, edit all necessary fields.

Figure 26: Edit User Screen

5. Click <Save> or <Cancel> if necessary. 6. You will receive “User successfully updated” message.



Resetting a Password

1. Click <Users> on the Menu Bar.

2. Select the user whose password will be changed.

3. Select the three dots icon.

4. ‘Reset Password’ option will display, Figure 27 .

Figure 27: Change Password Screen

5. The ‘Reset Password’ dialogue box will open, confirm that you are resetting a password.

Figure 28: Reset Password View Path

6. Select the <Reset Password> option. The user will be sent either an email or text message

to their phone number depending on the setting in the user profile.

Figure 29: Reset to Email or Phone Option in the User Profile

7. When prompted, user can enter the new password. 8. Password reset is completed. 9. You will receive “Reset password for user permanently” message.



Delete User

1. Click <User> page from Menu Bar. 2. Select user to be deleted. 3. Select the three dots icon. 4. Select <Delete> to delete user, Figure 30.

Figure 30: Delete User Screen

5. “Remove User Dialog” box opens, select <Remove>.

Figure 31: Remove Recipient Dialog Box

6. You will receive a “User deleted permanently” message. 7. User is deleted permanently.

Caution: Once a user profile has records associated with it, the User cannot be deleted.



Importing User CSV File

1. From the <Menu> select User. Hover over the add button and select the Import CSV button.

Figure 32: Import User CSV Button

2. The window in Figure 33 will open. Press the Browse button to select the CSV file to be imported.

Figure 33: Import Recipients Window

3. Below is a list of required fields to be imported. The header line of the CSV file must have these listed in the order exactly as in Table 3:

Table 3: CSV Import File Field Layout and Requirements

Field Name Sample Data Restriction

firstName Jose Required

lastName Ortiz Required

username jortiz Required

email [email protected] Required as email format.

phone 305-555-1212 Required as phone number format

phonepin 0000

medtproid 778123 Required

caretp RN CAN,LPN,Other,RN

pwreset PHONE PHONE, EMAIL

status ACTIVE ACTIVE, INACTIVE Table 3, above, lists the field name for each column, shows a sample data and lists any restriction for that field.

mailto:[email protected]



4. The CSV file for import must conform as follows:

Figure 34: CSV File Header

5. The image in Figure 35 shows you an example of an import file.

Figure 35: Example of CSV Import File

Caution: Each field must be placed in the order as listed above.

Note: A random password will be generated by the AHCA Tellus EVV system and emailed to the address provided for each user.

Header Line



6. When you select “Import CSV”, the window in Figure 36 will open.

Figure 36: Import Users File Selection Window

7. Select the file ready for import.

Figure 37: Import User CSV file

8. The file will show in the “select or drop files” field.

Figure 38: Import USER CSV Selected for Import

9. The file you select will be displayed in the Import User’s window. Select . If the import was successful, a message will display, “User file imported”. If there was an error, the error message window in Figure 39 will open.

Figure 39: Users Import Error Window



3.5 Recipients

Persons receiving or enrolled to receive Medicaid services.

Figure 40: Recipient List

• This page displays all recipients (x) where ‘x’ is the number of recipients in the application.

• The user can add recipient, edit or delete.

• The user can search for recipient , sort in alphabetical ascending or descending order, and select the “Rows per page” in increments of 10.

Accessing Recipient Profile

1. Select <Recipients> on the Menu Bar.

2. The list of recipients and demographics (personal information) will open, Figure 41.

Figure 41: Recipient Profile View



Adding a New Recipient

1. Enter the <Recipients> page from the Menu Bar.

2. Select the to add a new recipient.

3. The “Add Recipient” screen opens.

4. Enter all relevant information in Figure 42

5. Click <Save> to complete entry.

6. Select <Cancel> if necessary.

Figure 42: Recipient Add Screen



7. You will receive a “New recipient ‘x’ added successfully” message.

Figure 43: New Recipient Profile



Editing a Recipient

1. Enter <Recipients> page from the Menu Bar.

2. Select recipient to be edited.

3. Select the three dots icon.

4. Click <Edit>.

Figure 44: Recipient Edit Selection

5. Edit all fields applicable then click <Save> or <Cancel>.

Figure 45: Recipient Edit Screen



Deleting a Recipient

1. Enter <Recipients> page from Menu Bar. 2. Select recipient to be deleted. 3. Select the three dots icon. 4. Select <Delete>, Figure 46.

Figure 46: Recipient Screen to Select Delete

5. “Remove Recipient Dialog” box opens, select <Remove>.

Figure 47: Remove Recipient Dialog Box

6. You will receive a “Recipient ‘x’ deleted permanently” message. 7. Recipient is deleted permanently.

Caution: When recipients are manually entered, they can be deleted as long as there are no visits scheduled for that recipient. After a visit has been scheduled, that recipient can no longer be deleted.



Importing Recipient CSV File

1. From the Menu select Recipient. Hover over

the add button and select the Import CSV button.

Figure 48: Import CSV Button

2. The window in Figure 49 will open. Click

the Browse button to select the Recipient CSV file to be imported.

Figure 49: Import Recipients Window 3. Below is a list of the fields required to be imported. The header line of the CSV file must

have these exactly in the order as shown in Table 4. Table 4: Recipient Import Summary Table

Field Name Sample Data Restriction

firstName Fred Required

lastName Weekly Required

gender MALE Required

dateOfBirth 1/2/1963 as m/d/yyyy Required

internalId 31314 Required

externalId 487016501G Required

addresses.address 4521 NW 79th Avenue Required

addresses.city Miami Required

addresses.state FL Required as LL

addresses.zip 33431 Required as #####

addresses.phoneNumber 123456789 Required as #########

emergencyContact.name Paul

emergencyContact.phoneNumber 987654321 #########

emergencyContact.relationship Friend Parent, Child, Friend, Sibling, Spouse ONLY

Table 4 above lists the field name for each column, shows a sample data and lists any restriction for that field.



4. The CSV file for import must conform as follows:

Figure 50: CSV File Header 5. The image in Figure 51 shows you an example of an imported file.

Figure 51: Example CSV Imported File

Caution: Each field must be placed in the order as listed above as this is most important

Header Line



6. When you select “Import CSV”, the window in Figure 52 will open. Figure 52: Import recipients File Selection Window

7. Select the file ready for import.

Figure 53: File Selection View

Figure 54: Import Recipients Dialog Box

8. The file you select will be displayed in the Import recipient’s window. Select . 9. If the import was successful, a message will display, “Recipient file imported.” 10. If there was an error, the error message window in Figure 55 will open.

Figure 55: Recipients Import Error Window



Additional Recipient Information The tabs <Emergency>, <Documents>, and <Addresses> are located on the top right side of the recipient’s profile page, as shown on Figure 56.

Figure 56: Additional Recipient Information Fields

Documents Provides relevant information pertaining to recipient. Can be uploaded in Word or PDF format and records the file name and date uploaded.

Figure 57: Documents Tab

Uploading Documents

1. Select recipient.

2. Select to add document (s).

Figure 58: Adding Documents



3. The <Upload Documents> screen opens, browse and upload the document.

Figure 59: Upload Document Dialogue Box

4. Document is uploaded. 5. You will receive a “Document ‘x’ uploaded successfully” message.

Addresses This tab lists all addresses connected to the designated recipient. You can enter as many addresses as needed. Figure 60 shows a default address entered for a recipient.

Figure 60: Address Screen



Adding a New Address

1. Select recipient.

2. Select to add a new address.

3. Figure 61 will open.

4. Enter all required fields.

Figure 61: New Address Screen

5. Click <Create> to set up and <Cancel> to abort. 6. You will receive an “Address added successfully” message.



Editing an Address

1. Select the address to be edited. 2. Select the three dots icon. 3. Click <Edit>.

Figure 62: Edit Address Selection Screen

4. Edit all fields, then click <Update>

or <Cancel> if necessary.

Figure 63: Add Address Screen



Deleting an Address

1. Select the address to be deleted. 2. Select the three dots icon. 3. Click <Delete>.

Figure 64: Delete Address View

4. The “Remove Address Dialog” box opens as in Figure 65. 5. Select <Remove>.

Figure 65: Remove Address Dialog Screen

6. You will receive an “Address deleted permanently” message. 7. Selected address is deleted permanently.



3.6 Schedule

The schedule gives a view of the existing planned appointments. It provides the user the ability to view all scheduled appointments.

Figure 66: Schedule Screen

Schedule Home Screen

• This section provides the user with the ability to view the visitation plans in calendar form.

• This serves as a task and time-management tool.

• The user can add, delete or modify an existing appointment.



Accessing the Schedule

1. Select the “Schedule” Button on the Menu Bar.

2. This brings you to the scheduling display screen, see Figure 68.

Figure 67: Schedule- Menu Bar

3. The screen in Figure 68 will open with ‘this month’s ‘scheduled visits.

Figure 68: Schedule Display Screen



The schedule page displays the month and year in calendar form. To the left of the screen sits the options to allow calendar and schedule views. The schedule page view has in the upper right section four (4) stationary icon symbols for the <Today>, <Day>, <Week>, and <Month> views. List of active users of the system. The number of visits per user. The scheduled visit on the designated date with time values.



• The color-coded items (blue and pink) with a single click opens a detailed scheduled visit with time, date, name of recipient and other pertinent information Figure 69.

Figure 69: Schedule Detail View

Scheduling a Visit

1. Select <Schedule> from the Menu Bar.

2. Select to add a new visit.

3. Select the recipient from the client list. <Select Recipient>, then Click <Ok>.

Figure 70: Add Vist Screen - Find Recipient



4. If there is only one address, the address will be selected. If there is more than one address, you will be able to select the address.

Figure 71: Select Recipient Address

5. Click <Select diagnosis codes>. Drop down list opens select code click <Ok>.

Figure 72: Select Diagnosis Window

6. Select the date and time for the visit. Click <Ok>.

Figure 73: Select Date and Time Screens

Caution: If a valid diagnosis code is not entered, the claim submitted may be rejected.



7. Select the calendar to choose the date. Click <Ok>.

Figure 74: Calendar Screen

8. Select the start time.

a. First, select the hours. b. Click <Ok>.

Figure 75: Clock Display-Hour Setting



c. Next, select the minutes. d. Click <Ok>.

Figure 76: Clock Display-Minute Setting

9. After entering time and date you are prompted to enter a duration which quantifies an end

time. Click <Ok>.

Figure 77: Date and Time Dialogue Box



10. Click <Select user>. Select <Find user> a dropdown list will open.

Figure 78: User Dropdown List

11. The final step. Click <Select services with tasks>. 12. Click <Ok>.

Figure 79: Services with Tasks Dropdown List



13. Select recurrent visits.

Figure 80: Repeat Visit

14. If you would like to repeat the visit, click the Repeat Switch. 15. Select the frequency to repeat the visit. 16. Select how to repeat the visit. (i.e. every 2 weeks).

Figure 81 Repeat Frequency Number

17. Select either by Occurrences or to end on a specific date.

Figure 82: Recurrence End Selection

18. Select <Ok>.

Figure 83: Select <OK> Dialogue Box

19. Select <Finish>.



Editing a Visit

1. Select <Schedule> page from the Menu Bar. 2. Select visit to be edited ( must be a future visit, or it will be rejected). 3. The visit task pane opens as shown in Figure 84.

Figure 84: Visit Screen

4. Select <Edit Visit>.

Figure 85: Editing Visit Dialogue Box



5. The <Edit visit> screen opens.

Figure 86: Edit Visit Screen View

6. Edit all necessary fields. 7. Click <Finish>, then <Ok>.



Cancelling a Visit

1. Select the <Schedule> from the Menu Bar. 2. Select visit to be cancelled. 3. Select <Delete Visit>.

Figure 87: Cancel Visit Screen Selection

4. Scheduled visit is cancelled.



Complete a Visit

1. Select the <Schedule> from the Menu Bar. 2. Select visit to be completed. 3. Select <Complete Visit>.

Figure 88: Complete Visit Screen Selection



5. When the Complete Visit screen opens, enter in the “Enter your note” field the reason the visit is being completed manually.

Figure 89: Complete Visit Screen

Figure 90: Completion Entry Fields

6. Select the “Is visit complete?” switch. 7. Enter the end time. 8. Select <Service status>, enter service start time and end time. 9. Select the <Task status>. 10. Click <Save>.



3.7 Visits

This section includes filters that search specific user and recipient visit details. When desired fields are entered, relevant information opens based on search criteria.

• List view, shows a list of visits as opposed to calendar view.

• Allows direct access from homepage to all sections of the home screen.

Figure 91: Visit Screen

Researching Visits

1. Select <Visits> from the Menu Bar.

2. Select search options, then single click <Find>.

3. The Visits screen will open. Select the time periods as in Figure 92.

Figure 92: Visit Filter Screen



4. Select the desired status of the visits as in Figure 93.

Figure 93: Selected Visits Status

5. If you leave the <Find users> field and <Find recipient> field empty, then all users and

recipients will be selected. You may view specific users and recipients by selecting them.

Figure 94: Visit Summary List



3.8 Claims Portal

The Claims Portal serves is a screen where a user goes to access two main components. The two components are authorizations and complete visits.

• Selecting the Menu Bar to open access to the claims portal.

• There is a separate Reference guide available for the Claims Portal. This can be found in the AHCA portal as Tellus EVV Claims Portal Training Reference Guide under the Training Materials tab.

Figure 95: Claim Portal Menu Button

Note: Click on link to access the Claims Portal section.



3.9 Services

Identifies and describes home healthcare services a provider may render to a recipient.

Figure 96: Service Menu Option and Screen

Services Page View

• List of services that the administrator can add, delete and/or edit.

• It displays as a pull-down menu that the caregiver views on the mobile application. The administrator can add services with a code, name and assign task(s) to the service (this feature can be specific and tailored to the provider’s discretion).

• This is the setup function in the dashboard that is tied to the EVV mobile application.

Figure 97: Services Page Screen



Accessing Services Home Screen

1. Select the <Services> button on the Menu Bar to access the services home screen. This

screen is used to view or edit existing services. 2. New services can be added by the administrator at any time.

Figure 98: Services Home Screen

Adding New Services

1. Select the services icon from the Menu Bar.

Figure 99: Adding New Services Menu Selection



2. Select the to add a new service.

3. This will open the new service entry screen.

Figure 100: New Service Screen

6. Complete both the code field and the name field as in Figure 100.

7. You will receive a “Services successfully updated”.

Caution: If a valid diagnosis code is not entered, the claim submitted may be rejected.



Editing a Service

1. Access <Services> page.

2. Select service to be edited.

3. Select three the dots to edit service item.

4. Select <Edit > in edit service task pane.

Figure 101: Service Edit Selection

5. The <Edit service> screen opens, edit all necessary fields.

Figure 102: Edit Service Screen

8. Click <Save> or <Cancel> if necessary. 9. You will receive a “Service ‘x’ edited successfully” message.



Deleting a Service

1. Access the <Services> page from the Menu Bar.

2. Select service to be deleted.

3. Select the three dots to delete the service.

4. The dialogue box opens, select <Delete>.

Figure 103: Deleting Services View

5. The <Remove service> dialog box opens.

Figure 104: Remove Service Dialog Box

6. Select <Remove> to delete service or <Cancel> keep the service. 7. When you click <Remove>, you receive a message that “Service was deleted permanently”

message.



Adding a New Tasks


2. Select the three dots to access the existing task.

Figure 105: Dropdown to Access Edit

3. Select the to add a new task.

Figure 106: Add Task

4. The <Add New Task> pane opens.

5. Enter all the required information and click <Save> or <Cancel> if necessary.

Figure 107: New Task Screen

6. You will receive a message “New task is added successfully” message.



Editing a New Task


2. Select the three dots to access the existing task.

3. Select <Edit >.

Figure 108: Select Dropdown to Access Edit

4. Select service task to be edited. 5. Select <Edit task>.

Figure 109: Task Edit

6. The <edit task> dialogue box opens.

Figure 110: Edit Task Screen

7. Edit all necessary fields. 8. Click <Save> or <Cancel> if necessary. 9. You will receive a “New service successfully updated” message.



Deleting a Task

1. Access the <Services> page from the Menu Bar. 2. Select task to be deleted. 3. Select <Delete>.

Figure 111: Delete Option View

4. The “Remove task dialog” box opens, select <Remove> or <Cancel> if necessary.

Figure 112: Remove Task Dialog Box

5. Remove deletes the task permanently. 6. You will receive a “Service ‘x’ deleted successfully” message.



3.10 Reports

Two reports are available.

1. Visits Report - allows viewing, sort, filter visits, services, data, recipient and users. 2. Recipient Report - allows viewing, sorting and filtering of recipients.

Figure 113: Reports Screen

3.10.1 Report Screen

Figure 114: Report Screen



3.10.2 Selecting Report Criteria

1. Select Date Range

The report screen will open and select today’s date. To change the date range, select the start date as shown in Figure 115. Figure 115: Select Start Date

2. Select the Visit Status.

Figure 116: Report Status Selection

3. Select the user(s).

Figure 117: Report User Selection



4. Select the recipient(s).

Figure 118: Report Recipient Selection

5. From the <Report Tool Bar> one can:

Figure 119: Report Tool Bar

Page Selection Refresh the page Zoom report size Save report to Excel file for PDF file

Figure 120: Save Report Selector

Print Report Find a record



3.10.3 Export Report To Excel

From the Report Tool Bar click the Save icon and then Excel.

Figure 121: Export to Excel

This will save the report to an Excel file. You can then open the report in Excel.

Figure 122: Exported Excel File



3.11 Log Out

Exiting the system.

Logging Out

1. Click the <Logout> on the menu bar at the bottom of the list and the system will log you out.

Figure 123: Logout Menu Selection

TELLUS EVV Training Reference Guide APPENDIX A


APPENDIX A

6.0 Applications Icons and Usage

Table 5:Application and Guide’s Icons and Usage

APPLICATIONS ICONS AND USAGE

Icon Description Usage

Main Menu Open Button Opens the main options menu.

User Avatar

Icon representing user, could be replaced with a photo.

Search Tool

A graphical control element used to execute a search request.

Add New Item

Creating and adding new items within the program.

Submenu (Edit, Delete, etc.)

Allows you to edit and delete fields.

Required Information

All information necessary to proceed.

Active Status

The status of a user whom you interact within the agency.

Inactive

The status of a user whom is no longer connected to the agency.

Edit

A graphical control element that handles files, text, and images.

Password

Key required to access secured files.

Delete

Deletes or erases the current content, text, images, and files.

Attention

Recipient requires attention!



Attention

Recipient does not require attention.

Today

Built-in function that displays the current day’s date.

Day

Built-in function that displays the current week day.

Week

Built-in function that displays the current week’s data.

Month

Built-in function that displays the current month’s data.

Switch Turn On or Off

This will indicate if a feature is turned on or off (blue on).

Settings

Opens the settings menu.

Alphabetical Sorting Tool

Sorts data in alphabetical order from A to Z.

Panel Maximize Icon

Zoom-in tool that provides a close-up view.

Import CSV File Icon

GUIDE’S ICONS AND USAGE Icon Description Usage

Notes Icon

Important information pertaining to a particular section.

Caution

Warning and alertness to avoid a hazardous situation’s and unforbidden zones.

Tips Icon

Inside information to assist the user.



Icon Description Usage

Information Icon

Facts provided about a given section.

Emergency Icon

Recipient’s emergency information.

Address Icon

Recipient’s address.