Closing a visit is two steps on the phone: End Visit, then Complete Visit. End it when your time at the client is done — not later in the day, or your hours run long.
End Visit is not the finish. After you tap it, the visit is Awaiting Signature. Time still counts while you add notes and sign. Complete Visit sets the check-out time and GPS, and the visit becomes Completed. That complete time is what hours use.
When to end a visit
- When you leave the client's home (or pickup point).
- When you're handing over to another staff member.
- When the scheduled session is over.
Ending and completing on mobile
- Make sure you're on the right profile.
- Tap End Visit.
- Add progress notes.
- On the signature screen, tap + to add your staff signature (required). A separate client signature is optional.
- Tap Complete Visit.
You need a connection to complete the visit, including uploading the signature.
Staff complete live visits on the phone. The website is for Managers to Add session or Edit after the fact.
What you'll see after each step
- After End Visit — status Awaiting Signature. Notes are still editable. Hours are still running.
- After Complete Visit — status Completed. Hours for this visit stop. The visit appears in EVV Sessions and on My Schedule.
Checkout notes show on the audit log as an EVV progress note.
Forgot to end a visit?
If you forgot to end a visit and noticed later:
- End and complete it now — check-out time and GPS are from when you finally complete it, so the visit will be longer than it should be. Ask a Manager to correct the times. See Editing past visits.
- Add a note explaining — for example that you left at 2:00 PM and completed the visit later.
If a visit stays Active for 24 hours (you never tapped End Visit), BEHCA closes it at zero hours and flags it Needs review on EVV Sessions. A Manager then enters the real Check-in and Check-out. The system does not invent billable time for a forgotten visit.
What about lunch breaks or interruptions?
Most organizations don't expect you to end and restart a visit for short interruptions. End and restart when:
- You're leaving for an extended period (a separate scheduled break, a different client).
- A different staff member is taking over.
Ask your Manager about your organization's break policy.
Multiple visits to the same client in a day
If you have two scheduled sessions with the same client (for example a morning visit and an evening visit):
- Check In for each one separately.
- Each gets its own times, GPS, and completion.
- They appear separately in visit history and roll up to your hours.
Common questions
- I lost signal before I could complete the visit. — Complete it once you're back online. If the check-out time is wrong, ask a Manager to correct it.
- The end GPS is far from the client. — That can happen if you've already left the building when you complete. Talk to your Manager about your organization's expectations.
- Can I complete a visit from the website? — Staff complete live visits on the phone so GPS and the staff signature are captured. A Manager can Add session or Edit on EVV Sessions and fill in Check-out there.