Matthew

Matthew

Last updated on Sep 22, 2026

Sometimes an EVV visit has to be added or corrected after the fact — someone forgot to check in, the wrong profile was selected, or a visit was auto-closed overnight. Managers do that on the website.

Who can edit visits

  • Managers and Billing users — can add and edit visits in their organization.
  • Staff — cannot edit visits, including their own.
  • Guests — cannot edit visits.

The mobile app doesn't offer these corrections. Staff complete a live visit on the phone; a Manager fixes fields on the web.

Where to edit

  1. Sign in at app.behca.com (US) or au.behca.com (Australia).
  2. Open Scheduling and choose EVV Sessions. If your organization doesn't use Scheduling, open EVV instead.
  3. Find the visit.
  4. Click Edit.
  5. Update what needs changing:
    • Profile and Staff
    • Medical / service code and Mileage code
    • Check-in and Check-out date, time, and coordinates
    • Progress notes
    • Mileage (starting and ending odometer)
  6. Save.

The form shows the visit status (Active, Awaiting Signature, or Completed).

Common edits

"I forgot to end the visit"

  • Open the visit.
  • Set Check-out to when they actually left.
  • Note that the visit was completed late, and you're updating to the actual end time.
  • Save.

"Wrong profile"

  • Open the visit.
  • Change Profile to the correct one.
  • Note that it was logged against the wrong profile.
  • Save.

"Coordinates are wrong"

  • Edit the Check-in or Check-out latitude and longitude.
  • Add a note explaining the correction.

"Visit duration is wrong"

  • Edit Check-in and/or Check-out times.
  • Add a clear reason in the notes.

Manually adding a missed visit

If a visit was never started in the app, a Manager can create it on the website:

  1. Open EVV Sessions.
  2. Select Add session.
  3. Choose Profile and Staff.
  4. Choose the Medical / service code.
  5. Fill in Check-in and Check-out (date, time, and coordinates).
  6. Add Progress notes.
  7. Save.

A session added this way is not a live phone check-in: coordinates are typed on the form, and it won't have a staff signature captured on the device.

Needs review (auto-closed visits)

If a visit stays Active for 24 hours — nobody tapped End Visit — BEHCA closes it at zero hours and flags it Needs review. A flagged visit shows a warning triangle next to its ID in the list, and it adds no billable time until a Manager fixes the times.

To find these visits, use Show only: — the row of filter buttons above the sessions list. There are four: Needs review, Spans multiple days, Exceeds 12 hours, and Overlapping. Click Needs review to narrow the list to auto-closed visits. (Clicking more than one shows visits matching any of them, not only visits matching all.)

Open each flagged visit, enter the real Check-in and Check-out, and save. The flag clears on its own once the visit has a real duration — there's no separate "mark as reviewed" step.

Overlapping visits

Overlapping marks two visits on the same profile that share time on a service code that doesn't allow it. Both visits in the pair get an orange warning triangle, and Show only: Overlapping narrows the list to them.

What to fix depends on what happened:

  • The times are wrong — someone checked out late, or a session was added by hand with the wrong window. Correct one visit and the flag clears on both.
  • The wrong service code was chosen — change the code on whichever visit is wrong.
  • It's a duplicate — archive one of them. See below.
  • Both visits are right — two staff really did work together. That belongs on the code rather than the visit: set Allow overlapping hours by staff to Yes on Service Codes. See Configuring service codes for Scheduling.

Two visits with exactly the same check-in and check-out are never flagged, so deliberate paired billing needs none of this.

Archiving a visit

When a visit shouldn't count at all — a duplicate, or a session recorded against the wrong profile that's simpler to redo than repair — archive it rather than editing it.

  1. Open the visit with Edit.
  2. Select Archive.

Archived visits stop counting toward hours and are left out of CSV exports and reports. They aren't deleted: select Archived in the toolbar on EVV Sessions to view them, then Restore to bring one back.

Archive only appears on visits that have ended. A visit still in progress needs a check-out time first.

Common questions

  • Will my edited visit affect hours immediately? — Yes. Hours, Team Billing, and My Schedule pick up the new times on the next refresh.
  • Can a Staff member edit visits? — No. Only Managers and Billing users can add or edit sessions on the website.

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