Home Health Logistics Planner

Home Health Logistics Planner builds daily visit schedules and routes for visiting nurses, therapists and aides from the visits your plans of care require, the clinicians available and the travel between homes. At the visit, it captures the electronic visit verification data your state requires and sends it to the state's EVV aggregator where your state accepts alternate systems. Schedulers see missed and late visits as they happen, and every exception and correction keeps its reason for billing and audit.

The problem it solves

Most home health and personal care agencies plan visits on a whiteboard or in the scheduling module of their agency system, with routes worked out by each clinician. Travel time is guessed, last-minute changes are handled by phone, and nobody sees a missed visit until the end of the day. EVV adds a separate app and a stream of exceptions to correct before claims can go out, and the reasons behind each correction are hard to find when a state or payer asks.

Who it’s for

• 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

1. PlanVisits 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.
2. RouteEach clinician's day is ordered to reduce travel between homes while keeping time windows, and recalculated when visits are added, cancelled or run long.
3. VerifyAt 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.
4. ResolveLate, 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.

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.

Visiting clinician

Sees their day and route, checks in and out of visits and records services

Scheduler

Builds and publishes schedules, handles same-day changes and watches the visit board

Clinical manager

Oversees visit coverage and missed visits and approves EVV corrections

EVV and billing coordinator

Resolves EVV exceptions and releases verified visits for billing

Branch director

Oversees operations and performance across the branch

Auditor (read-only)

Views visit records, corrections and the audit trail without changing them

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.

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.

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.

Data and interface mapping

We map patients, orders, visit types and clinicians from your agency system and agree the interface or file schedule. We need interface details and a contact from your agency system administrator.

State EVV setup

For each state you serve, we confirm whether alternate EVV systems are accepted, configure the aggregator format and support the state's testing and approval steps with your team.

Scheduling rules

Visit lengths, time windows, skills, territories, overtime limits and preference rules are configured to match how your branches schedule.

Addresses and territories

Patient and clinician addresses are checked and geocoded, and service territories set for each branch.

Pilot branch

One branch uses the planner and app first, and results are reviewed with schedulers and clinicians before other branches follow.

Training and go-live

Schedulers, managers and billing staff are trained on their workflows, and clinicians receive short guidance on the app.

• 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.

• Load a sample day of anonymized visits for one branch and compare the proposed routes with how the day was actually run
• Cancel and add visits and review the re-plan the scheduler is offered
• Ask a clinician to check in and out of test visits on their own phone
• Confirm the EVV format and approval status for each state you serve
• Work an EVV exception from flag to approved correction and review the record it leaves
• Confirm role separation: who can enter, approve and release a correction