GPS validation on clock in/out
Configurable location radius per tenant. EVV event records caregiver coordinates and the patient address geofence at the time of the event.
Scheduling & EVV
Overnight shifts that don't make caregivers clock in twice.
FullCalendar with drag-create. Recurring visits. Overnight-aware conflict detection. Multi-state EVV with per-state midnight boundaries. Manual entry for clock-failure recovery. Unscheduled visit flow that creates the visit and routes to the chart in one click.
app.carelytic.ai/scheduling/calendar
Overnight shifts
One visit. One clock in. One clock out.
Most platforms force a midnight split — caregiver clocks in at 10pm, "ends" the visit at 11:59pm, starts a new one at 00:00, clocks out at 6am. That's two visits on the calendar, two payroll entries, two opportunities for the caregiver to forget step three.
Carelytics handles overnight shifts as a single visit. The system auto-splits at midnight only when exporting to billing claims and EVV state aggregators — invisible to the caregiver.
- One visit on the calendar · one Clock In · one Clock Out
- Overnight-aware conflict detection (won't false-flag a 10pm–6am vs 8am visit)
- Auto-split at midnight only at billing export time
- Per-state midnight boundary respected (NC: 00:01:00, others: 00:00:00)
app.carelytic.ai/scheduling/visit/<pk>
EVV
GPS, thresholds, exceptions, and a manual entry that doesn't get abused.
Configurable thresholds
Late check-in, early check-out, minimum visit duration percentage, location radius — all configurable per tenant. Multi-state agencies can set per-state values.
Exception queue
EVV mismatches surface in an exception queue with the original event log, the visit context, and a route-to-fix link. Catch issues before they impact billing or payroll.
Manual entry with reason
For clock-failure recovery only — phone died, bad GPS, app crashed. Supervisor backdates the EVV with a required reason. The "Manual" flag follows the record forever.
Unscheduled visit flow
For visits that were never on the calendar (PRN, emergency). Creates a Visit and opens the chart in one click. PRN visits don't replace EVV — they require the same event chain.
State aggregator export
State EVV aggregator exports honor the per-state midnight boundary, the per-state EVV format, and the per-state caregiver/patient ID schemas.
Caregiver self-service
The dashboard the caregiver sees vs the dashboard the DON sees.
Field staff and office staff get different dashboards on the same login. HIPAA-hygiene by default — caregivers don't see revenue, KPIs, or other patients' visit history that aren't theirs to see.
Field-staff dashboard
- My Visits Today with Check-In / Document buttons
- Charts to Document (visits with no chart yet)
- Upcoming This Week
- My Hours (own pay period only)
- Open Shifts board for picking up extra shifts
- No revenue, agency-wide KPIs, or other clinicians' patients
Office / DON dashboard
- Revenue MTD, claims pending, AR aging
- Today's schedule across all caregivers + branches
- Missed-visits, expiring credentials, NOA-deadline alerts
- Quick Actions: New Referral, Approve Visit, etc.
- Drill into any patient, visit, or claim
- Routed automatically — no role config needed per user
Routed by clients.view_assigned_only — clinical_nurse and therapist roles get field-staff by default.
Mobile EVV
Built for the phone — installable, offline, voice-ready.
Field clinicians don't sit at a desk. The Carelytic mobile EVV experience is a real PWA — installed to the home screen, working offline when reception drops, and shaped like a phone app, not a desktop product crammed into a webview.
Installable PWA — iOS & Android
Add to Home Screen on iPhone, install on Android. Standalone shell, no browser chrome, real app icon. Per-platform install affordances guide caregivers through the one-time setup.
Offline outbox
Lost reception mid-visit? Clock-in, clock-out, signature, and note all queue locally and sync the second the phone reconnects. Idempotent — re-syncing never double-submits.
Voice dictation
Tap the mic, talk through the note, sign. Clinicians document at the bedside instead of typing in the car between visits. Native browser speech recognition — no extra app.
Signature capture
On-screen canvas signature for patient + caregiver. Touch + stylus, idempotent on save, stored in the visit record. Re-signs replace cleanly without orphaning EVV state.
Mileage auto-calc
Visit-to-visit distance from clock-in coordinates. Pre-filled on the time sheet, editable if the caregiver took a detour. No more end-of-week mileage reconstruction.
Phone-shaped workflow
Day-grouped visit cards, swipe-to-act (check in / document / mark missed), pull-to-refresh, relative-time labels ("in 30 min"), one-tap dial + maps to the patient. Designed for a thumb at the curb between visits.
What this changes operationally
- EVV exception rate drops — caregivers actually clock in on time when the app starts in <1s and works without signal
- Documentation arrives same-day — voice dictation in the driveway beats typing at 11pm
- No more mid-visit lockouts — offline outbox preserves work even when the building has no reception
- Installation isn't a project — Add to Home Screen, sign in once, done
What the office sees
- Live status — green when the caregiver is on-site, amber when overdue check-in
- Push notifications for missed clock-outs, late check-ins, and supervisor messages
- Manual time entry with HHAeXchange-compatible reason codes for clock-failure recovery
- Per-tenant check-in window — set how early / late a clock-in counts, with a three-tier guard (allow / warn / block)