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How to Set Up Auto Verification

The Auto Verification Settings allow users to configure rules for eCaring to Auto Verify Visits. This article will walk you through setting up your verification rules.

To access your tenant Auto Verification Settings, select on the System Dashboard.

Once you have selected System, select Financial and scroll to the bottom of the page

To turn on Auto Verification, select the box next to Auto Verification

Pay Behavior:  Select Pay to Actual or Pay to Scheduled Time 

Bill Behavior: Select Bill to Actual or Bill to Scheduled Time

Check-In Time Tolerance: Enter the time in minutes that is acceptable based on your agency guidelines

Duration Over Tolerance: Enter the time in minutes that the visit ia permitted to go over

Duration Under Tolerance: Enter the time in minutes that the visit can be under the scheduled time

Minimum Task Completion Tolerance: Enter the percentage of tasks that is acceptable to be completed

Captured Client Signature: Select this box if a signature is required. Note that when enabling the "Captured Client Signature" option - by default "IVR/Telephony" visits will be excluded from this check (meaning they will still be Auto Verified as long as other checks are met).  "Manual" clock-ins and outs are NOT excluded from this check by default but can be by adding them to the drop down list.