Identify the operating model
Begin with the organization type, authorized services, payer or program and contract. A home health claim, personal care invoice and transportation broker submission may require different records and checks.
Map the evidence
Identify the service record, authorization, schedule and documentation required for the actual payment model. Any EVV-related administration needs to be defined around the applicable program and approved tools.
Agree responsibility
The agency retains responsibility for service delivery, professional oversight and program compliance. Administrative support should have a bounded scope, authorized access and a named escalation contact.