Caregiver App (EVV & Clock In/Out)

• Enter the Username and Password connected to your User Account. 
  • You can create a user account using the mobile app (see Register below) or ask your administrator to create it for you through User Account. 

• You can Register on the mobile app by following these steps:
  • Launch the App and tap Register Here.
  • Enter your UMPI/Provider Number OR First & Last Name, and Phone Number.
    • When entering your information, make sure there are no spaces before or after the numbers or names. Phone number must be entered without special characters (i.e. 6121234567).
  • If you work for more than one agency that is using Billiyo, select the appropriate company. Then, create a Username and Password. The password must contain at least 4 characters with at least 1 letter and 1 number.

• • Once you finish creating your account, contact your agency administrator to "allow access" for your account.
  • To sign in, use the same username and password you entered when setting up your account.
    
    

• Note:  You can ask your administrator to create a user account for you following this User Account link.   

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2. Home Screen

     a. Select and View Client

• • If you work for more than one client/patient, you will need to make sure the correct client is selected.
  • You can filter clients through the Filter   icon in the top right corner of the screen.

      b. Clocking In 

• • If you have an appointment on the schedule, the blue 'Clock In' button with appear at the bottom of the Home screen.
  • Tap the blue 'Clock In' button. You will be asked to confirm your intent to clock in. 

                                                

• • You may also see several icons within the client appointment cell:
    
                                       
    

    •   Tap to view schedule details for the appointment. Here you will see the scheduled start and end time, and services to provide according to the care plan.
    •   Tap to cancel the appointment. You will be prompted to choose a cancelation reason (i.e. hospitalized, client canceled, etc.) You can provide additional details in the comment box.
    •   Tap to track miles to the client's location. This is only available for appointments on the very next Schedule.

      c. Clocking Out

• • When you are done with your shift, tap the blue 'Clock Out' button from the Home screen.
    
                                                             

     d. Shift Summary

• • Next, give a short summary of the services provided . You can also include any need-to-know information like:

    • Client was not feeling well 
    • Client refused certain services
    • Client had to cut shift short
  • Tap Next

• • Services to be completed are documented on this screen based on the client's Care Plan.
    • Place a checkmark next to the completed services by tapping on the box next to the corresponding service . 
      • If you did not work on a service (i.e. Make Bed ) uncheck the box next to the service and document the reason as 'Refused' or 'Skipped'. A Remarks field will become available to add optional comments.
      • If you accidentally unchecked a service that you performed, simply choose 'Completed' as a reason on service status pop up.
    • You can add or subtract time spent on each service by toggling the plus and minus icons,  though this is not required.   
    • Tap Next
        
      
      
                       

• • Request a signature from the client. This is to indicate that they are successfully signing off on the shift. 
  • You (as a caregiver) will then sign and initial, indicating that all of the information you have provided is accurate.
  • Tap on 'Complete' to finish documentation of this shift.
  • If you and/or the client cannot provide a written signature, you may type the signature by checking the box next to 'Type Signature'.
    
               
                                                     

  • You have successfully submitted your time worked along with your documentation.

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• • Tap on the plus icon in the top right corner on the  screen.
  • Select the Client, Service Authorization, Start date & time, and End date & time.
  • Select 'Auto Clock In' if you would like to automatically clock into the appointment after you have created it. Make sure to uncheck this if you want to create a schedule (i.e. for choice clients).
  • Tap 'Create Schedule'.
  • The newly created appointment will appear on the Home screen. 
    
             

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       g. GPS Navigation

• • After ensuring the right client is selected, you will notice pinpoints on the map. These show your current location and the client's location. 
  • Select the blue navigation arrow for turn-by-turn directions to the client's location (if needed). 
    
                             

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3. Schedule Screen

         a. Viewing your Schedule

• • Tap the 'Schedule' icon on the bottom ribbon.
  • You can filter by date and client by tapping on the Filter  icon in the top right corner.
  • If the schedule is an EVV enabled schedule, you will not be able to edit the schedule and you must complete the schedule in the Home screen.
    
               

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4. Patient Screen

         a. Basic Info tab- See basic demographic and care information like Client name, address, phone number, allergies, etc.

         b. Medication tab- View a list of the client's medications and associated details such as dose and administration instructions if the care coordinator added medications for the client. 

         c. Notes tab - View and Create Caregiver notes and attachments.