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Home care and personal care

Caregivers, home-health aides and personal-care assistants delivering scheduled visits in someone’s home.

A record here is built from things like a visit you turned up for and completed, confirmed by somebody other than the person who did it.

What gets recorded

Both directions. A record that only carries the good weeks is not a record, and the person it is about is told about every entry and can contest any of them.

Scheduled visit delivered

Kept its word

The caregiver arrived and delivered the scheduled visit on the care plan.

Who confirms it
The electronic visit verification (EVV) record the agency is required to capture, or the client/family the visit was forIndependent authority
How they confirm
Confirmed from the EVV clock-in/clock-out the agency already captures for Medicaid-funded personal-care and home-health visits; an independently timestamped visit record is among the strongest witnesses in care work. The client or family can also confirm directly via a confirmation link.
Due
the scheduled visit start on the care plan
Done
the EVV clock-in the agency recorded

Care period invoiced and paid

Kept its word

A funded period of care was delivered and settled by the payer.

Who confirms it
The paying agency or payer (as recorded by the processor)Payment or marketplace
How they confirm
Auto-verified when a third-party processor records the payer as someone other than the worker.
Due
the end of the funded care period
Done
the settlement date the processor recorded

Client / family reference confirmed

Kept its word

A client or their family confirmed the caregiver delivered care reliably.

Who confirms it
The client or their familyCustomer or client
How they confirm
Requested via a reference link the client or family responds to.
Due
the end of the care period being confirmed
Done
the date the reference was given

Missed visit

Fell short

A scheduled visit was not delivered and the caregiver arranged no cover. The industry’s own term is a "missed visit".

Who confirms it
The scheduling coordinator or care manager at the agencySupervisor or reviewer
How they confirm
Recorded by the agency; the worker is notified and can dispute.
Due
the scheduled visit start
Done
No visit was delivered, so there is no completion time to compare against.

Due and done are the pair that decide whether something counts as delivered on time rather than merely delivered. Send one without the other and the outcome can only ever read as finished.

Who counts as a witness here

4 kinds of third party confirm work in this trade. None of them outranks another. The formula does not read this at all. What varies is how hard each one is for either side to lean on, which is a fact worth knowing and not a weighting.

Independent authority
A body with no stake in the job: a code inspector or authority having jurisdiction, a title or escrow agent, a state-mandated visit verification record, a safety inspector, a certifying board. The hardest witness for either party to influence.
Payment or marketplace
A processor or marketplace that independently recorded a payer other than the worker. Money moving from a third party is evidence somebody else was involved. It is never, on its own, evidence that the work was good.
Customer or client
The party the work was done for, or who took delivery of it: a homeowner, a patient, a client, a consignee, a family. They know first hand whether it happened.
Supervisor or reviewer
The responsible party where the work happened, who is not the worker: a shift or site manager, a charge nurse, a dispatcher, a production manager, a reviewer. Distinct from the worker by construction, so a worker can never be their own supervisor here.

What is not recorded against the person

A visit the agency rescheduled, or one the client canceled, is not the caregiver’s outcome. It goes nowhere near their record, and neither does anything else on the shared list: a customer who did not attend, a job the business itself pulled, conditions nobody controls, notified time off, or an opinion about the person.

The full list is on the index, and it is the same list for every trade.

How a confirmed outcome reaches a score

A confirmed outcome becomes evidence in a published formula, version 5.6, with five weights and six bands running from Distinguished down to At Risk. An outcome nobody else confirmed is still recorded, and it shows on the record as a claim rather than as evidence. No plan and no payment moves a score.

The record belongs to the person, not to the business that recorded the work. They take it with them. The model is published in full, and what an employer records covers the recording side.

Also under care and health