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Getting started

Getting started with Home Health Logistics Planner

What Home Health Logistics Planner is for, who uses it, what you need before you start, and your first steps.

Applies to Home Health Logistics Planner as it works today. Moraph updates the platform continuously, and this page is reviewed when it changes.

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On this page
  1. What it is for
  2. Who uses it
  3. Before you start
  4. Steps to get started
  5. Where to go next

Home Health Logistics Planner builds daily visit schedules and routes for visiting nurses, therapists and aides from the visits your plans of care require, the clinicians available and the travel between homes. At the visit, it captures the electronic visit verification data your state requires and sends it to the state's EVV aggregator where your state accepts alternate systems. Schedulers see missed and late visits as they happen, and every exception and correction keeps its reason for billing and audit.

What it is for

Most home health and personal care agencies plan visits on a whiteboard or in the scheduling module of their agency system, with routes worked out by each clinician. Travel time is guessed, last-minute changes are handled by phone, and nobody sees a missed visit until the end of the day. EVV adds a separate app and a stream of exceptions to correct before claims can go out, and the reasons behind each correction are hard to find when a state or payer asks.

  • Routes are planned by hand, so travel time and mileage vary widely
  • Late and missed visits are discovered after the patient has called
  • EVV exceptions pile up and hold up Medicaid claims
  • Corrections to visit records lack a clear reason and approver

Who uses it

  • Medicare-certified home health agencies
  • Personal care and home and community-based services agencies billing Medicaid
  • Schedulers and branch managers who plan the day's visits
  • Visiting nurses, therapists and home health aides
  • Billing and compliance staff who resolve EVV exceptions

Before you start

  • Your organization licenses Home Health Logistics Planner from Moraph.
  • A Moraph client account in that organization, signed in.
  • Access to Home Health Logistics Planner in Moraph Apps, given by an administrator in the Moraph Portal under People and access.
  • For setup: the product administrator role.

Steps to get started

  1. Sign in at app.moraph.com with your Moraph account.

  2. Open Home Health Logistics Planner from the launcher. The first time anyone opens it, its workspace is created from the default described in Workspace reference.

  3. Check your role: what you can see and do depends on it. See Roles and permissions.

  4. Product administrators: work through Set up Home Health Logistics Planner before your team starts.

  5. Everyone else: start with Everyday tasks.

Where to go next

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