Enable GPS tracking for EVV compliance and location verification.

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What Location Tracking Does

• Captures GPS when appointments start/end
• Verifies staff is at client location
• Creates location history for EVV compliance
• Optional breadcrumb tracking during appointments

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EVV Requirements

Electronic Visit Verification (EVV) requires:

• Location capture at appointment start
• Location capture at appointment end
• Timestamp with each capture
• Verification against client address

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Organization-Wide Settings

Accessing Settings

1. Go to Settings → Team & Compliance
2. Click Location & EVV tab

Global Options

Setting	Description	Default
Enable Location Tracking	Master switch for GPS	On
Geofencing	Verify location is near client	On
Geofence Radius	How close is "near" (feet)	500 ft
Breadcrumb Tracking	Track location during appointment	Off
Verification Mode	Warn or Block if outside geofence	Warn

Verification Modes

Mode	Behavior
Warn	Alert but allow start
Block	Prevent start until at location
Off	No verification

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Per-Team Member Settings

Customize tracking per individual:

Accessing Individual Settings

1. Go to Team → Select team member
2. Click Location tab

Individual Options

Setting	Description
Location Tracking	Enable/disable for this person
Breadcrumbs	Track during appointments
Override Geofence	Allow even if outside radius

When to Customize

• Supervisors who visit multiple sites
• Team members with documented GPS issues
• Temporary exceptions

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Bulk Settings

Update multiple team members at once:

1. Go to Settings → Team & Compliance
2. Click Location & EVV → Team Members
3. Select team members
4. Click Bulk Update
5. Choose setting to change
6. Apply

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Geofencing

How It Works

1. Staff taps "Start Appointment"
2. App captures GPS location
3. System compares to client address
4. If within radius: ✓ Verified
5. If outside: Warning or blocked

Geofence Radius

Setting	Use Case
250 ft	Urban, small buildings
500 ft	Standard (default)
1000 ft	Rural areas
2000 ft	Large facilities

Common Issues

Issue	Solution
GPS inaccurate	Increase radius
Indoor locations	Allow override
New address	Update client address

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Breadcrumb Tracking

Optional location tracking during appointments:

What It Captures

• Location points every 5 minutes
• Creates visual path on map
• Shows where staff went during service

When to Use

• Community outings (CE services)
• Transportation verification
• High-security clients

Privacy Considerations

• Only active during appointments
• Staff knows when tracking
• Data retained per your policy

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Viewing Location Data

Per Appointment

1. Open appointment details
2. Click Location tab
3. See:
   • Start location (map pin)
   • End location (map pin)
   • Distance from client
   • Breadcrumb trail (if enabled)

Compliance Reports

1. Go to Reports → Location Verification
2. See:
   • % of appointments with GPS
   • Failed verifications
   • Override usage

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Troubleshooting Location Issues

"Location Not Available"

On mobile app:

1. Check device GPS is enabled
2. Check app has location permission
3. Restart app
4. Move outdoors (better signal)

"Outside Geofence"

• Verify client address is correct
• Check staff is at right location
• Increase geofence radius if needed
• Use override for legitimate exceptions

GPS Consistently Wrong

• Device GPS may be faulty
• Consider disabling for this team member
• Document exception

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Tips

• Start with "Warn" mode — Strict blocking frustrates staff
• Set reasonable radius — 500 ft works for most
• Update addresses — Keep client locations current
• Train staff — Explain why tracking matters

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Related Articles

• Starting an Appointment — Staff perspective
• Face Verification — Additional verification
• Settings: Team & Compliance — All compliance settings