Continuing Education and annual requirements for all team members

Part 3 of 4 - TEAM MEMBER RESOURCES - Annual Requirements


Policies and Compliance

Welcome to Part 3 of your Annual Requirements! These steps are essential to eligibility for this year's incentive. Let’s make sure you’re all set!

  • Expand and review each item below 
  • Call PHCS to address any questions you may have or if you're not able to regularly access EVV, or JotForm digital forms
  • Then, scroll down sign the document of Formal Acknowledgement 
  • Finally, "Continue to Step 4" at the bottom of the page.


Why Compliance Matters

Policies are necessary to meet regulatory requirements for state, federal and local programs. Compliance is critical as it ensures we provide safe, high-quality care and maintain our eligibility for funding. (How we are able to pay you!)

Following these rules helps prevent financial penalties, protects our agency's reputation, and builds trust with our patients. Simply put, meeting these requirements is crucial for delivering the best care and keeping our doors open.

Click on the down arrow to view the details of each requirement below and how it applies to your incentive eligibility. Then, sign the document to complete acknowledgement of policies. 

Electronic Visit Verification (EVV, TVV, and Sandata)

Required for: All Team Members with clients that have Medicaid or Managed Care Plans


What to Do: Understand the EVV system, its operation, and when it's required. Report any issues with clocking in, codes, unauthorized visits, or unknown recipients to the Office Team immediately.

How to Comply:

  1. Clock or call in for every visit at your scheduled time
    • If you see the same person twice in one day, clock in and out for each visit. 
  2. Enter the correct visit code for the shift
  3. Clock or call out for each visit on time
  4. Call to report problems to PHCS Office immediately.
    • We are here to help, but we need to know about problems directly. Writing them on the work report does not resolve them.
Learn More - Instructions and Details: https://phcsimportantcommunications.bitrix24.site/newsdetails3_3_63700/
Incentive: To qualify for the incentive, all visits must be accurately recorded for at least 2 weeks by the deadlines in the Incentive Breakdown.

Starting in January 2025 - the Ohio Department of Medicaid will NOT pay for visits that are not properly registered within EVV.

Documentation - Digital Forms

Required for: All Team Members with digital forms 


What to Do: Submit timely, complete, accurate work documentation relevant to client's goals and care plan.

How to Comply: 

  1. Access: Report any issues with form access or submission by calling the PHCS Office Team immediately.
  2. Completion:  Make sure all forms are complete with the following:
    • Accurate time IN and OUT (matching EVV if applicable)
    • Correct visit date  (matching EVV if applicable)
    • Signed by client and team member
    • Unique comments relative to care provided
    • Explanation why any tasks were not completed 
  3. Submission: Must be submitted at the end of each visit. 
    • Due on the day same day as the visit. Not at the end of the week.
    • Any form not submitted the same day as the visit is considered late. 

Get Help: For detailed instructions and assistance see the new Digital Forms - JotForm Help Page

Incentive: All visits must be accurately recorded and submitted on time for at least 2 weeks by the deadlines in Incentive Breakdown.

Documentation - Paper Forms

Required for: All Team Members with paper forms.  

Note:  Paper forms are being phased out - you may not transition back to paper once digital has been issues. 

What to Do: Submit work documentation on time that is complete, accurate, and relevant to the client's goals and care plan. 

How to Comply: 

  1. Access: Report to PHCS when forms are running low - we will mail or take them to the client for you.
  2. Completion:  Make sure all forms are complete with the following:
    • Accurate time IN and OUT (matching EVV if applicable)
    • Correct visit date  (matching EVV if applicable)
    • Signed by client and team member
    • Unique comments relative to care provided
    • Explanation why any tasks were not completed 
  3. Submission: Due at the end of every PHCS work week which runs Friday through Thursday. 
    • Documentation is due by Monday at 10 pm for the previous week. 
    • After 10 am on Monday, documents are considered late. 
    • For more on due dates and payday timelines, view the PHCS Payday and Holiday Calendar
Incentive: ALL visits must be accurately recorded and submitted on time for at least 2 weeks by the deadlines in the Incentive Breakdown.

Reporting Missed Visits and Schedule Changes

Required for: All Team Members

 

What to Do: Review, understand and follow all reporting policies and guidelines. 

How to Comply:  Missed or cancelled visits must be reported to the office immediately as soon as you become aware of the issue.

  • Missed / Cancelled Visit: If you arrive to a client's home and they do not answer the door or you are informed they need to change their schedule: 
    1. CALL PHCS On-Call Line
    2. WAIT at the client's home for at least15 minutes
    3. PHCS will try to contact the client, an emergency contact and make reports during this time. 
    4. If after 15 minutes AND a successful call to the on-call line there is no response - you may leave the client's home.
    5. If you followed these procedures - we will reimburse you for 1 hour of worked time. 
  • Schedule Changes: If the client or family informs you they need to change their future schedule: 
    • Call the PHCS On-Call Line to leave a message with the changes as soon as you have time to do so. 
    • Call PHCS to report even if client says they will do it.
    • The Office Team will contact you and the client to make changes and notifications. 
Incentive: No unreported or late-reported missed/cancelled visits for at least 2 weeks by the deadline(s) as specified in Incentive Breakdown

Reporting Incidents 

Required for: All Team Members

 

What to Do: Review, understand and follow all reporting policies and guidelines. 

How to Comply:  Report incidents immediately (e.g., hospitalizations, falls, condition changes, home environment changes).

  • How to Report: If an event happens while you're working, or you are informed by a client or their family at any time that an unusual event has happened:
    1. Call 614-856-9111 ext. 7
      • Call  24 hours a day, 7 days a week
      • Call the on-call line EVEN if it is during office hours
    2. Leave your message for the on-call staff
    3. If an urgent response is needed the On-Call Staff will call your back right away, or by the next business day if not urgent. 
Incentive: You must have no unreported or late reported incidents for at least 2 weeks by the deadline(s) as specified in Incentive Breakdown



client related forms

Forms for Client Related occurrences such as Cancelled Visits, Incident Reporting, and New Client Referrals 


UI / MUI Reporting

To report an Unusual or Major Unusual Incident

*Note: To be used AFTER contacting the PHCS On-Call line (614-343-4911) ... DO NOT use this form as only method of reporting a concern.

GO TO FORM

Cancellation or schedule change

To report a Schedule Change, or Cancelled visit

*Note - Missed Visits MUST first be called into the on-call line: 614-856-9111 ext 7

GO TO FORM

New Client Referral

Know someone who could benefit from your or the agency's help? We can't wait to meet them, that's exactly what we're here for!

Share this site with them, then have them complete the New Client Information form. We'll get back to them quickly!