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Notes/Casey Dahl/Jul 7, 2026, 3:30 PM
CD

Note · Casey Dahl

completedEVV pendingclient signed·Jul 7, 2026, 3:30 PM · 90 min
Service record
Casey Dahl · Homemaker, home management
PDF
Jul 7, 20263:30 PM – 5:00 PM · 90 min · 6 unitsTobi Okaforcompletedacceptedclient signed
Clock in
Jul 7, 2026, 3:30 PM
44.9797, -93.2622
Clock out
Jul 7, 2026, 5:00 PM
44.9866, -93.2552
Medications on 2026-07-07
  • 20:00Lamotrigine100 mg
  • 08:00Metformin500 mg
  • 20:00Metformin500 mg
Level of interaction
Skills worked on
Daily activitiesPick each activity you did with Casey
  • Assisted Casey with developing and following a weekly activity schedule to reduce idle time and promote active daily routines
  • Assisted Casey with coordinating transportation to events, appointments, and social outings
Support plan goals
Take medications on schedule
Did Casey take scheduled medications with a reminder only?
Progress review
signed by staff
Signatures
  • Caregiversigned Jul 7, 2026, 5:02 PM
  • Clientsigned with code Jul 7, 2026, 5:01 PM
  • Reviewaccepted on submission
Authorization SA-2026-00089PMI 34567890UMPI A100000004POS 12
Accepted Jul 7, 2026, 5:02 PM

Aggregator record

Exactly what the EVV aggregator and the 837P claim line receive

Provider tax ID
41-0000000
PMI #
34567890
Service code
S5130 TF
Units
6 × 15 min
Place of service
12 · Home
Rendering staff
Tobi Okafor · UMPI A100000004
Authorization
SA-2026-00089
Clock in
Jul 7, 2026, 3:30 PM
Clock out
Jul 7, 2026, 5:00 PM
Manual entry
No
Client signature
Signed with code Jul 7, 2026, 5:01 PM

Tasks

2 of 2 completed

  • Personal care / ADLs
  • Skill building per support plan

Shift note

Deep-cleaned the bathroom and changed bed linens. Organized the medication cabinet and discarded an expired bottle with Casey's agreement. Set out clothes for the week.

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Kept with the note and exported as EVV evidence

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