Salesforce-Native EVVfor Field Service, HomeCare, EHR & Billing
Extend Salesforce Field Service with healthcare-specific Electronic Visit Verification. Elixir connects GPS check-in/check-out, geofencing, service authorizations, care plans, supervisor exceptions, EVV compliance and billing—within your Salesforce ecosystem.
- Step 01Schedule
- Step 02Caregiver Visit
- Step 03EVV
- Step 04Documentation
- Step 05Supervisor Review
- Step 06Billing
Salesforce Field Service + Healthcare EVV
Salesforce Field Service EVV Built for Home and Community-Based Care
Salesforce Field Service is powerful for scheduling, dispatching and managing mobile work. Elixir complements it with the healthcare-specific EVV, clinical and billing controls needed around a home visit.
Complement Salesforce Field Service
Keep Salesforce scheduling and field operations while Elixir adds electronic visit verification and healthcare-specific controls around each visit.
Keep EVV in the Salesforce Workflow
Connect visit verification to the environment used by supervisors, care teams, operations, compliance and billing staff.
Connect the Visit to the Claim
Use EVV verification and exception resolution as part of claim readiness instead of finding problems after billing.
Electronic Visit Verification
Native Salesforce EVV Software with GPS, Geofencing & Offline Visit Verification
Elixir is designed for home health, personal care, behavioral health, skilled nursing and other home- and community-based service models where a visit needs to be verifiable, auditable and connected to care delivery.
Mobile Check-In & Check-Out
Capture visit start/end time and location and associate the activity to the scheduled caregiver and client visit.
GPS & Configurable Geofencing
Compare actual caregiver location with the expected service location and flag out-of-geofence visits for review.
Offline EVV
Support low-connectivity field work with queued visit activity and synchronization while retaining original visit timestamps.
Supervisor Exception Management
Route missed check-ins, late arrivals, geofence exceptions, manual entries and unscheduled visits into controlled workflows.
Signature & Visit Documentation
Capture client signatures, caregiver attestations, visit notes and task completion within the visit workflow.
Audit & Compliance History
Maintain traceable timestamps, location information, edits, reason codes, approvals and exception resolution.
Built to complement Salesforce
Field Service Manages the Workforce. Elixir Adds the Healthcare Visit.
For organizations already investing in Salesforce, Elixir extends the platform instead of forcing home-care operations into another disconnected application.
Salesforce Field Service
Scheduling- Workforce assignment
- Dispatch
- Field operations
Elixir
EVV + geofencing- EHR + care plans
- Authorizations
- RCM + claim readiness
One connected healthcare workflow
Integrated EVV, EHR and RCM on Salesforce
EVV becomes more valuable when it is connected to the operational, clinical and revenue-cycle record. Elixir keeps the home visit connected from schedule through service delivery and billing.
Patient / Client
Connect the visit to the individual receiving care.
Scheduling
Match check-in to caregiver, client and service window.
Authorization
Validate service type, dates and remaining units.
Care Plan
Bring tasks and ADLs into the visit workflow.
Credentials
Support caregiver qualification checks.
Documentation
Associate notes, signatures and activities.
EVV Exceptions
Resolve issues before they reach billing.
RCM / Claims
Use verification status for claim readiness.
Exception management
Supervisor EVV Exception Management on Salesforce
Turn EVV exceptions into manageable workflows rather than downstream billing problems. Supervisors can review flagged visits, approve or reject corrections and preserve the rationale as part of the audit history.
Missed Check-In / Out
Capture and route missing verification.
Late / Early Visit
Flag schedule adherence exceptions.
Geofence Violation
Review visits outside the service radius.
Manual Entry
Require supervisor approval before billing.
Medicaid EVV
Medicaid EVV Compliance Data Captured in the Salesforce Visit Workflow
Elixir's EVV design captures the core visit information associated with Electronic Visit Verification while keeping that information connected to the underlying care record.
| EVV Information | How Elixir Captures It |
|---|---|
| Type of service performed | Visit linked to the service type and authorization |
| Individual receiving the service | Patient / client associated with the visit |
| Date of service | Visit date and check-in activity |
| Location of service delivery | GPS / location information associated with check-in and check-out |
| Individual providing the service | Authenticated caregiver / field worker |
| Service start and end time | Check-in and check-out timestamps |
Aggregator connectivity
Salesforce EVV Integration for State & Payer Workflows
Elixir is designed with an EVV aggregator connector framework so visit data can be routed according to payer and state requirements, including open-model submission and other required export/integration patterns.
Depending on the state and program, integrations may involve platforms such as Sandata, HHAeXchange or other designated EVV systems. Connector availability should be confirmed for the specific payer and state implementation.
Track EVV Submission Status
Pending
Awaiting submission
Submitted
Sent to aggregator
Accepted
Submission accepted
Rejected
Surface reason for correction
Salesforce home care solution
Why Use a Salesforce-Native EVV Solution?
Reduce Application Silos
Keep visit verification closer to scheduling, care management, compliance and billing instead of creating another EVV data silo.
Improve Exception Visibility
Give supervisors visibility into problems while there is still time to correct a visit before downstream billing.
Extend Your Salesforce Investment
Add home-care-specific workflows around Salesforce rather than introducing another disconnected operational platform.
Frequently asked questions
Salesforce EVV FAQs
No. Salesforce Field Service handles scheduling, workforce assignment, dispatch and field operations, but it does not include the electronic visit verification Medicaid requires for personal care and home health services. Elixir adds EVV around Field Service: verified check-in and check-out, GPS and geofencing, supervisor exception management and the visit data your state or payer requires.
Yes. Elixir is built to complement Field Service: you keep Field Service for scheduling, dispatch and workforce management, and Elixir adds the healthcare visit around it — EVV with geofencing, the EHR and care plans, authorizations and claim readiness.
Yes. Elixir EVV runs on the Salesforce platform rather than as a separate application connected by an interface, so visit verification sits in the same environment as scheduling, the care record, authorizations and billing. Supervisors, care teams, compliance and billing staff all work from the same visit record instead of reconciling data between systems.
Yes. Check-in and check-out capture the caregiver's time and location, and Elixir compares the actual location with the expected service location using a configurable geofence. Visits outside the geofence are flagged for supervisor review, and visits captured offline keep their original timestamps when they synchronize.
Yes, and that is the main reason to keep EVV on the same platform. Each verified visit is linked to the client, the scheduled caregiver, the authorization and the care plan tasks, and its verification status is used to judge claim readiness. Exceptions such as missed check-ins or manual entries are resolved before the visit reaches billing, rather than discovered after a claim is rejected.
Elixir has an EVV aggregator connector framework that routes visit data according to your state and payer requirements, including open-model submission. Depending on the state and program, that can mean platforms such as Sandata or HHAeXchange. Connector availability is confirmed for each state and payer during implementation, and each visit shows its submission status: pending, submitted, accepted or rejected.
Talk to Elixir
Ready to Bring EVVinto Your SalesforceHome Care Workflow?
See how Elixir can complement Salesforce Field Service and connect Electronic Visit Verification with your EHR, care plans, service authorizations and RCM workflows.
Review your Salesforce Field Service architecture- Discuss state and payer EVV requirements
- See the caregiver and supervisor experience
- Explore EHR and billing integration
Trusted by Enterprise HCBS & Home Health Providers on Salesforce
See Salesforce-Native EVV in Elixir
If you use Salesforce Field Service, Health Cloud, Service Cloud or a Salesforce-based home- care workflow, see how Elixir can connect EVV to the rest of your care-delivery and billing process.