How Do I Submit EVV Data to an Aggregator From SETWorks?

Electronic submission to a third-party requires special configuration. If you're not sure if you're enabled to submit EVV records to an aggregator, contact support@setworks.com.

Terminology can be modified within SETWorks to better fit the needs of your organization. If the terminology in our articles are not the same on your site, talk to your local administrator to assist in translation.

Manage Batches & Submit Billing Privileges

Enable Batch Management.

EVV - Is able to submit batch to EVV Vendors.

Void EVV Claims (Applicable for Sandata and CareBridge clients)

EVV - Is able to void EVV claims.

Resubmit EVV Claims (Applicable for Sandata and CareBridge clients)

EVV - Is able to resubmit/correct EVV claims.

How To Submit Electronic EVV and Billing

1. Ensure all the EVV check-in data is correct in the Manage User Locations tool in the Select Dropdown.
   
2. Navigate to the Manage Batches and Submit Billing option in the Select Dropdown in the top-right of SETWorks.
   
3. On the Configuration tab, navigate to the Manage Batches section and click “add new batch”.
   
4. Enter the name of the Batch in the Description field and click Insert. We recommend keeping the naming convention consistent as you continue.
   
5. Scroll up and set the date range filters and other filters to narrow down the list of Activity Records you would like to submit
   
6. You can check the box in the header to view all the filtered records or you can select records individually.
   
7. Ensure the Batch you created is selected in the Available Batches section and click “add to batch”.
   
8. Once all records have been added to the batch, navigate to the Review tab.
9. Navigate to the Review tab and find the “Batches for EVV submission:” dropdown. Ensure your batch is selected and then click “submit/resubmit batch to EVV”. This will submit your data to the EVV aggregator.
   
10. Once the submission is finished you will get a message back in SETWorks through the Message Center. If there are errors, please correct them. You can use the EVV User Location Report and the EVV User Location and Consumer Times Mismatch Report to investigate. Please reference the following article for more information: Electronic Visit Verification (EVV) - QA Process
    
11. If needed, resubmit your data to the EVV Vendor after corrections have been made. For more information, please reference How to Void or Resubmit EVV Claims
12. You will receive a few messages letting you know the status of your Batch within a few minutes. You can also use the Sandata Reconciliation Report to determine successful submissions. 
    
13. You should be able to view your submitted claims through the aggregator the next business day.