Service Verification Training

Training Curriculum — Topics Covered

Service Verification Requirements Overview

Purpose of service verification under OAC 173-39-02.12 and Medicaid waiver requirementsDefinition of a billable service visit and when verification is requiredConsequences of inaccurate or missing service documentation (billing errors, audit findings, fraud)Agency policy on service verification and documentation standards

Accurately Documenting Tasks Performed During Each Service Visit

Documenting exact tasks performed during each visit (bathing, dressing, grooming, toileting, meal prep, transfers, etc.)Recording start time and end time for each service visit — actual times, not scheduled timesMatching documented tasks to the consumer's authorized service plan / care planOnly documenting tasks actually performed — never pre-filling, backdating, or documenting tasks not completedUsing objective, specific language (e.g. 'Assisted consumer with shower and dressed in clean clothes' — not 'Helped with morning routine')Documenting any tasks on the care plan that were NOT performed and the reason why (consumer refusal, illness, etc.)

EVV (Electronic Visit Verification) Compliance

Clocking in at the start of each visit and clocking out at the end using the EVV systemEnsuring GPS location is captured accurately at clock-in and clock-outReviewing and approving EVV records daily — correcting exceptions promptlyUnderstanding that EVV records are used for billing and must match documented service times

Documentation Review and Error Correction

How to review service documentation for accuracy before submissionCommon documentation errors and how to avoid themProcess for correcting documentation errors through the proper channelsUnderstanding that falsifying service documentation is Medicaid fraud and grounds for termination

0 of 18 topics covered

In-Person Training Sign-In Sheet

#	Trainee Name	Present?	Signature	Sign-In Time	Sign-Out Time	Knowledge Check Score	Competency Verification
1	M. Henley
2	A. Worden
3	A. Johnson

Post-Training Knowledge Check

Each trainee completed the following verbal/written knowledge check. Trainer records pass/fail and notes.

What tasks must be documented during each service visit?
What times should be recorded — scheduled times or actual times?
What should you do if a task on the care plan was not performed during a visit?
Is it acceptable to pre-fill or backdate service documentation? Why or why not?
What are the consequences of inaccurate or falsified service documentation?
How and when should you use the EVV system to clock in and out?
What type of language should be used when documenting tasks — objective or vague?
What is the process for correcting a documentation error?

M. Henley

Score: —

Result: Pending

A. Worden

Score: —

Result: Pending

A. Johnson

Score: —

Result: Pending

Supervised Documentation Review

Following the training session, the trainer supervised each trainee completing a sample service documentation entry to verify competency in accurately recording tasks performed during a service visit. The trainer reviewed the documentation for accuracy, completeness, and compliance with agency standards.

Trainee	Documentation Reviewed (Date & Visit Type)	Accuracy	Completeness	Trainer Signature
M. Henley
A. Worden
A. Johnson

Training Completion Attestation

I, [Trainer Name], in my capacity as [Title], attest that the above-named trainees — M. Henley, A. Worden, and A. Johnson — received documented in-person education on service verification requirements with emphasis on accurately documenting tasks performed during each service visit. Training attendance was documented via sign-in sheet, and each trainee's competency was verified through a post-training knowledge check and supervised documentation review. This training record is retained in the personnel file of each trainee and the administrative training file.

Service Verification Documentation Training

Training Curriculum — Topics Covered

Service Verification Requirements Overview

Accurately Documenting Tasks Performed During Each Service Visit

EVV (Electronic Visit Verification) Compliance

Documentation Review and Error Correction

In-Person Training Sign-In Sheet

Post-Training Knowledge Check

Supervised Documentation Review

Training Completion Attestation