Home Health Logistics Planner

Principal workflows

• Plan: Visits required by each patient's plan of care or service plan are turned into a schedule, matched to clinicians with the right discipline, skills, availability and patient preferences.
• Route: Each clinician's day is ordered to reduce travel between homes while keeping time windows, and recalculated when visits are added, cancelled or run long.
• Verify: At each visit the clinician's app captures the six data elements EVV requires: the type of service, the individual receiving it, the date, the location, the person providing it, and the start and end times.
• Resolve: Late, missed and unverified visits appear to schedulers as they happen, and EVV exceptions are corrected with a reason code and approval before claims are released.

Who uses it

• Medicare-certified home health agencies
• Personal care and home and community-based services agencies billing Medicaid
• Schedulers and branch managers who plan the day's visits
• Visiting nurses, therapists and home health aides
• Billing and compliance staff who resolve EVV exceptions

Reporting

• Scheduled, completed, late and missed visits by branch and clinician
• EVV verification status and exceptions by payer and state
• Corrections by reason code, with who entered and approved them
• Planned and actual travel time and mileage by clinician
• Visit coverage against ordered frequencies
• Continuity of care: clinicians seen per patient

Features

• Schedule builder: Turns ordered visits into a proposed schedule matched by discipline, skills, availability, visit windows and patient preferences.
• Route planning: Orders each clinician's visits to reduce travel between homes while respecting time windows and visit lengths.
• Same-day re-planning: When a visit is cancelled or added, proposes changes for the scheduler to accept, with the affected clinicians and patients shown.
• Clinician mobile app: The day's visits, directions, patient visit notes and check-in and check-out on the clinician's phone.
• EVV capture: Records the six federally required EVV data elements at each visit, with location captured at check-in and check-out.
• Aggregator submission: Sends verified visits to state EVV aggregators in the format each state specifies, where the state accepts alternate EVV systems.
• Exception management: Lists visits with missing or mismatched EVV data, and records each correction with the state's reason code, note and approver.
• Live visit board: Shows schedulers which visits are under way, late, missed or complete across the branch.
• Continuity of care: Keeps track of which clinicians each patient has seen and favors consistent assignments where the patient prefers it.
• Mileage records: Planned and actual miles per clinician and day, for mileage reimbursement and travel time records.
• Clinician qualifications: Licenses, skills and required training kept with each clinician, so visits are only assigned to people qualified for them.
• Audit trail: Who scheduled, changed, verified or corrected each visit, and when, with the reason for every correction.

Integrations

• Agency management or EHR system: Patients, ordered visits, frequencies and visit types from your home health or home care system, and completed visit status back to it.
• State EVV aggregators: Verified visits sent in the file or API format published by each state you serve, where the state allows agencies to use an alternate EVV system.
• Mapping and travel time: Addresses geocoded and travel times estimated through a mapping service agreed during implementation.
• Payroll: Visit hours, travel time and mileage exported for payroll and reimbursement.
• Human resources: Clinician records, licenses and training status from your HR or credentialing system.
• Single sign-on: Office staff and clinicians sign in through your identity provider (SAML or OpenID Connect).
• Work API: Schedules, visits, EVV status and exceptions available to your data warehouse and reporting tools through the Moraph Work API.

Deployment

• Moraph cloud: Hosted and operated by Moraph in the United States region. United Kingdom and Australia regions are available for organizations outside the US.
• Mobile app: The clinician app runs on iOS and Android phones, managed or personal, according to your device policy.
• With a managed service: Optionally run alongside a Moraph managed service for aggregator submission monitoring and application administration.

Security and privacy

• Single sign-on: Staff sign in through your identity provider, so your password and multi-factor policies apply on office computers and phones.
• Role-based access: Clinicians see only their own patients and visits; office staff see their own branch.
• Protected health information: Patient details on phones are limited to what the visit needs, and Moraph signs a business associate agreement with your organization.
• Location only during visits: The app records a clinician's location at check-in and check-out, not continuously through the day.
• Encryption and keys: Client data is encrypted, with keys Moraph staff cannot use without explicit, time-bound authorization.
• Complete audit trail and residency: Every change, verification and correction is logged with the person and time and cannot be edited, and data stays in the hosting region you choose: the United States, the United Kingdom or Australia.

Limitations

• It is not certified or approved for EVV in every state. Some states require agencies to use the state-provided system, and others require each alternate system to pass testing; availability is confirmed state by state during implementation.
• It does not submit claims to Medicare, Medicaid or other payers. It marks visits ready for billing in your agency or billing system.
• It is not an electronic health record and does not capture clinical documentation such as OASIS assessments or visit notes beyond the services recorded for EVV.
• Routes are proposals based on estimated travel times; traffic, weather and clinical needs mean schedulers and clinicians make the final decision.
• Location capture depends on the clinician's phone having location services and a signal; visits without them become exceptions to resolve.
• Decisions about corrections, reason codes and visit records are your agency's; the product records and enforces the approval steps you configure.
• It does not calculate pay, overtime or wage-and-hour compliance; it exports hours, travel time and mileage for your payroll process.
• Ordered visits and frequencies must come from your agency system; the planner does not create or change plans of care.

Next steps

Book a demonstration or a technical briefing at www.moraph.com/solutions/home-health-logistics-planner. Purchasing routes and company information: www.moraph.com/how-to-buy.