The Role Purpose and Goals
Revenue protection
Compliance ownership
Audit readiness
Core Responsibilities
EVV
Payroll & timesheets
Compliance files
Medical records & physician orders
Administrative compliance (incl. unemployment support)
EVV Management
Daily monitoring
Exception resolution
Compliance thresholds (≥98%)
Payroll & Timesheets
Weekly audits
EVV-to-schedule matching
Error prevention before payroll
Compliance & File Management
Caregiver and client files
Expiration tracking
Audit prep
Medical Records & Fax Handling
Physician orders
Medical notes
Follow-up tracking
Role Boundaries (Critical)
No phones
No intakes
No scheduling
No clinical work
KPIs
Clear performance expectations
Communication & Escalation
When to escalate
Who to communicate with
Weekly check-ins
Why This Role Matters
Medicaid protection
Reduced owner stress
Scalability and sellability
Operations admin assistant role
