Compliance checklist
What belongs in your EVV audit binder
If your state asks for records, you want to hand over a clean, complete file — not scramble through screenshots. Here is what a defensible EVV audit binder contains.
For each billed visit
- ☐The EVV visit record showing all six required data elements
- ☐Clock-in and clock-out times as captured (not as edited)
- ☐Location / GPS confirmation for the visit
- ☐The schedule or authorization the visit was worked against
- ☐The claim line that was billed for the visit
Whenever a visit was corrected
- ☐The reason code for every manual edit
- ☐Who made the edit and when
- ☐What the value was before and after
- ☐A short note on why the edit was justified
Agency-level records
- ☐Your manual-edit rate by period, with the trend
- ☐Caregiver EVV training sign-offs
- ☐Your written EVV exception-handling policy
- ☐Any corrective action plan and proof of the steps taken
Keep it living: the strongest binders are updated every period, not built the week an auditor calls. A steady edit-rate trend is the single most reassuring thing a reviewer can see.