EVV readiness for a client

Before a client's shifts can bill through EVV, four things have to be true about their record. Enmantle rolls them into a single checklist on the client's page, so you can see at a glance whether the person is ready — and fix whatever's missing before a claim depends on it.

Open the EVV readiness checklist

On the Client 360 page, open the EVV & Compliance tab and find the EVV readiness checklist. Each item shows a green check when it passes and a red X when it fails. Clear all four and the client is ready to bill through EVV.

The four checks

• Medicaid ID present — the client's Medicaid ID, "required for transmission." If it's missing, the checklist reads No Medicaid ID on file — required for EVV transmission.
• Primary physical address set — a non-P.O.-Box address marked primary. If it's missing: No primary physical address — add a Home or Work address and mark it primary.
• Individual payer row active — an active payer row (payer, program, and procedure code). Without one: No individual payer row — required for Sandata EVV submission.
• GPS consent (ODM-10375) — active GPS consent on file (see below).

GPS consent and the ODM-10375

GPS consent is governed by form ODM-10375, and the consent card notes Annual renewal required per ODM-10375. The status reads Active · expires {date}, Expired, or Revoked.

This one matters for more than the checkmark: GPS coordinates are only captured at clock-in and clock-out when active consent exists. Without it, GPS coordinates will be omitted from visits — and an expired or revoked consent reads GPS omitted from visits until renewed. For what's captured and when, see Clocking in and out with GPS.

Fix what's failing

Work down the red X's on the checklist:

1. Add the Medicaid ID on the client record (Edit client).
2. Add an address in the Addresses card and mark it primary.
3. Add an Individual payer row — the card lists Payer, Program, Procedure, and Effective.
4. Capture or renew GPS consent (ODM-10375).

Re-open the checklist and confirm all four now pass.

Readiness is per client. Clear the four checks for each person before their shifts bill through EVV — a single missing payer row or an expired consent is enough to stall a claim.

Where transmissions go

Once a client is ready, their visits transmit to Sandata — Enmantle is a DODD-approved alternate EVV vendor. The Sandata EVV transmission log lives in the EVV admin area. To read verification status and denials across your agency, see Reading the EVV Status & Compliance dashboard.

Next steps

• Tour the whole record: The Client 360 page, tab by tab.
• Understand the source data: Clocking in and out with GPS.