26-1, Handbook Changes

Body

Revision Notice 26-1; Effective Jan. 30, 2026

The following change(s) were made:

SectionTitleChange
1300Federal LawUpdates text.
1400Failure to use an EVV SystemUpdates text.
1600Key TermsUpdates and adds definitions.
2500EVV Proprietary System OperatorAdds links to 2600 Program Provider and 2700 Financial Management Services Agency.
4000EVV System and SetupUpdates text.
4100EVV System SelectionUpdates text.
4110State Provided EVV SystemUpdates text.
4200EVV TrainingUpdates text and adds link to 4240 Training Requirements for Service Providers and CDS Employees.
4230EVV Training Requirements for CDS EmployersUpdates text.
4250EVV Training RegistrationUpdates text.
4400Data CollectionUpdates text.
4610Schedule TypesUpdates text.
4700EVV System TransferUpdates text.
5000EVV Proprietary SystemUpdates text.
5020EVV Proprietary System Operator ResponsibilitiesUpdates text and title to EVV Proprietary System Operator and Proprietary System Vendor Responsibilities.
5030EVV Proprietary System Onboarding ProcessUpdates text.
5040EVV Proprietary System Operational Readiness ReviewUpdates text.
5060EVV Proprietary System General OperationsAdds link to 7000 Clock In and Clock Out Methods
7000Clock In and Clock Out MethodsUpdates text.
7010Manually Entered EVV VisitsUpdates section title to Manual EVV Visits. Updates text and adds link to 8010 Bill Time In and Bill Time Out.
7020Mobile MethodUpdates text.
7030Home Phone LandlineUpdates text.
7040Alternative DeviceUpdates text. Adds links to new sections 11050 Alternative Device Compliance Reviews and 11060 Failure to Meet the Alternative Device Compliance Standard.
7070Multiple EVV Visit TransactionsUpdates text.
9060Visit Maintenance Unlock RequestUpdates text.
11000EVV Compliance ReviewsAdds link to 1600 Key Terms and updates text.
11010EVV Usage ReviewsAdds link to 4200 EVV Training and updates text.
11020EVV Landline Phone Verification ReviewsUpdates text.
11040Formal Appeal of HHSC Enforcement ActionsUpdates text.
11050Alternative Device Compliance ReviewsAdds section.
11060Failure to Meet the Alternative Device Compliance StandardAdds section.
12000UsageUpdates text
12010EVV Usage ScoreUpdates text.
12020Manual EVV Visit Transaction ScoreUpdates text.
13010Claims SubmissionUpdates text.
13030Claims Matching ProcessUpdates text.
13040Exceptions to the Claims Matching ProcessUpdates title to Temporary Exceptions to the Claims Matching Process and updates text.
13050Claims Match Result CodesUpdates text.
14010EVV Portal Standard ReportsUpdates text.
14020EVV System Standard ReportsUpdates text.
17010CDS Option StakeholdersUpdates text.
17020CDS Employer Steps Prior to Using an EVV SystemUpdates title to CDS Employer Steps Before Using an EVV System and text.
17050CDS EVV ComplianceUpdates text.

25-2, Handbook Changes

Body

Revision 25-2, Effective Sept. 2, 2025

The following change(s) were made:

SectionTitleChange
1000Electronic Visit Verification Policy Handbook IntroductionUpdates text and link to the Texas Administrative Code (TAC).
1100EVV OverviewUpdates text and link to policy.
1200State Laws and Texas Administrative CodeUpdates text and TAC link.
1400Failure to use an EVV SystemUpdates text and TAC link.
1500Resources and CommunicationsUpdates text.
1600Key TermsUpdates key terms, adds definition.
2000EVV StakeholdersUpdates text.
2300State Provided EVV System VendorUpdates text and TAC link.
2400EVV Proprietary System VendorAdds new section. Previous text moves to 2500. 
2500Program ProviderMoves previous 2400 EVV Proprietary System Operator here, updates text and TAC links, adds link to handbook section. 
2600Financial Management Services AgencyMoves text from previous 2500 Program Provider here, updates text and TAC links. 
2700MemberMoves text from previous 2600 Financial Management Services Agency here, updates text and TAC links. 
2800CDS EmployerMoves text from previous 2700 Member here. 
2900CDS Employer Adds section, moves text from previous 2800 here, updates text and TAC link.  
3000Programs and Services Required to Use EVVUpdates text and TAC link.
3100EVV Service Bill CodesUpdates text.
4120EVV Proprietary SystemsUpdates text.
4130Select an EVV SystemUpdates text.
4200EVV TrainingUpdates text.
4210EVV Training Requirements for Program ProvidersUpdates text.
4220EVV Training Requirements for FMSAsUpdates text.
4230EVV Training Requirements for CDS EmployersUpdates text.
4240Training Requirements for Service Providers and CDS EmployeesUpdates text.
4250EVV Training RegistrationUpdates text.
4300CredentialingUpdates text.
4400Data CollectionUpdates text.
4500Service AuthorizationsUpdates text.
4600SchedulesUpdates text.
4610Schedule TypesUpdates text.
4700EVV System TransferUpdates text.
4710How to Transfer to the State Provided EVV SystemUpdates text, adds link.
4720How to Transfer to an EVV Proprietary SystemUpdates text adds link.
5000EVV Proprietary SystemUpdates text and TAC link.
5020EVV Proprietary System Operator ResponsibilitiesUpdates text and TAC link.
5030EVV Proprietary System Onboarding ProcessUpdates text.
5040EVV Proprietary System Operational Readiness ReviewUpdates TAC links.
5060EVV Proprietary System General OperationsUpdates text.
5080Proprietary System Operator ComplianceUpdates text.
7000Clock In and Clock Out MethodsUpdates text.
7010Manually Entered EVV VisitsUpdates text.
7020Mobile MethodUpdates text.
7040Alternative DeviceUpdates text.
7070Multiple EVV Visit TransactionsUpdates text.
8030Bill HoursUpdates text.
9010Required Visit MaintenanceUpdates text.
9020Auto-VerificationUpdates text.
9080Last Visit Maintenance DateUpdates text.
9090Visit Maintenance Reduction FeaturesUpdates text.
11010EVV Usage ReviewsUpdates text.
11020EVV Landline Phone Verification ReviewsUpdates text and TAC link.
11040Formal Appeal of HHSC Enforcement ActionUpdates TAC link.
12010EVV Usage ScoreUpdates text.
14000ReportsUpdates text.
14010EVV Portal Standard ReportsUpdates text.
14020EVV System Standard ReportsUpdates text.
15020Non-EVV ServicesUpdates text.
17000EVV CDS Employer PoliciesUpdates text and TAC links.
17010CDS Option StakeholdersUpdates text.
17020CDS Employer Steps Prior to Using an EVV SystemUpdates text.
17030CDS Employer(s) Using an EVV SystemUpdates text.
17040Failure to Use an EVV System in the CDS OptionUpdates text.
EVV FormsEVV Forms

Adds Form 1718, Electronic Visit Verification (EVV) Responsibilities and Additional Information (Managed Care Organization)

Adds link to Form 1732-S, Management and Training of Service Provider.

 

25-1, Handbook Changes

Body

Revision Notice 25-2; Effective March 12, 2025

The following change(s) were made:

SectionTitleChange
1000Electronic Visit Verification Policy Handbook IntroductionUpdates text.
1100EVV OverviewUpdates text.
1200State Laws and Texas Administrative Code

Updates text.

Adds link to the Texas Government Code.

1300Federal Law

Updates text.

Removes the link to the 21st Century Cures Act.

Adds link to the Social Security Act.

1400Failure to use an EVV SystemUpdates text.
1600Key Terms

Updates key terms.

Adds links to EVV handbook sections:

  • 4130
  • 5000
  • 9000
  • 10000
  • 11000
2000EVV StakeholdersUpdates text.
2200Texas Medicaid & Healthcare Partnership

Updates section title to Texas Medicaid & Healthcare Partnership.

Updates text.

2300State Provided EVV System Vendor

Updates text.

Adds link to EVV handbook section 4100.

2400EVV Proprietary System Operator

Updates text.

Adds link to EVV handbook section 5000.

2500Program Provider

Updates text.

Adds link to the Texas Administrative Code.

2600Financial Management Services Agency

Updates text.

Adds link to the Texas Administrative Code.

Adds link to EVV handbook section 17010.

2800CDS EmployerAdds link to EVV handbook section 17000.
3000Programs and Services Required to Use EVVUpdates text.
3100EVV Service Bill CodesUpdates text.
4000EVV System and Setup

Updates text.

Deletes graphic.

Adds links to EVV handbook sections:

  • 4100
  • 4200
  • 4300
  • 4400
  • 4500
  • 4600
  • 17020
4100EVV System SelectionUpdates text.
4120EVV Proprietary Systems

Updates text.

Adds link to the Texas Government Code.

Adds links to EVV handbook sections:

  • 2400
  • 5000
4130Select an EVV System

Updates text.

Adds link to EVV handbook section 5030.

4200EVV TrainingUpdates text.
4210EVV Training Requirements for Program ProvidersUpdates text.
4220EVV Training Requirements for FMSAsUpdates text.
4230EVV Training Requirements for CDS EmployersUpdates text.
4240Training Requirements for Service Providers and CDS EmployeesUpdates text.
4250EVV Training RegistrationUpdates text.
4300CredentialingUpdates text.
4400Data Collection

Updates text.

Adds link to the Texas Government Code.

4410Data Collection Overview DiagramDeletes section. Moves content to 4400.
4500Service AuthorizationsUpdates text.
4600Schedules

Updates text.

Adds links to EVV handbook sections:

  • 4500
  • 6000
  • 9000
  • 9090
  • 10000
4700EVV System Transfer

Updates text.

Adds link to EVV handbook section 4100.

4710How to Transfer to the State Provided EVV System

Updates text.

Adds link to EVV handbook section 4100.

4720How to Transfer to an EVV Proprietary System

Updates text.

Adds link to EVV handbook section 5000.

5000EVV Proprietary System

Updates text.

Adds link to the Texas Government Code.

Adds link to EVV handbook sections:

  • 2400
  • 5080
5020EVV Proprietary System Operator Responsibilities

Updates text.

Adds link to the Texas Government Code.

5030EVV Proprietary System Onboarding ProcessUpdates text.
5040EVV Proprietary System Operational Readiness Review

Updates text.

Adds link to the Texas Government Code.

Adds a link to EVV handbook section 4130.

5050Success or Failure of the Operational Readiness Review

Updates text.

Add links to EVV handbook sections:

  • 4000
  • 4110
  • 4130
  • 4700
5060EVV Proprietary System General Operations

Updates text.

Adds links to EVV handbook sections:

  • 7000
  • 9000
  • 9050
5070Access to the EVV Proprietary SystemUpdates text.
5080Proprietary System Operator Compliance

Updates text.

Adds link to EVV handbook section 11000.

6000EVV Visit Transaction

Deletes graphics.

Adds links to EVV handbook sections:

  • 4000
  • 4400
6100EVV System

Updates text.

Adds link to EVV handbook section 13020.

7000Clock In and Clock Out Methods

Updates text.

Adds link to EVV handbook sections:

  • 7040
  • 4400
7010Manually Entered EVV Visits

Adds links to EVV handbook sections:

  • 4400
  • 12000
7020Mobile MethodUpdates text.
7030Home Phone Landline

Updates text.

Adds link to EVV handbook section 11020.

7040

Alternative Device

 

Updates text.

Adds links to EVV handbook sections:

  • 4400
  • 5060
  • 7010
  • 1400
7060EVV Services Delivered Outside the Member’s Home

Adds links to EVV handbook sections:

  • 1400
  • 11010
7070Multiple EVV Visit Transactions

Updates text.

Adds link to EVV handbook section 8020.

8000Calculation of Bill HoursAdds link to EVV handbook section 13020.
8010Bill Time In and Bill Time Out

Updates text.

Adds links to EVV handbook sections:

  • 7010
  • 9000
  • 10000
8030Bill HoursAdds link to EVV handbook section 8020.
9000Visit MaintenanceUpdates text.
9010Required Visit Maintenance

Adds link to EVV handbook sections:

  • 1400
  • 6000
9020Auto-Verification

Updates text.

Adds links to EVV handbook sections:

  • 4400
  • 4610
  • 10000
9030EVV System Validation

Updates text.

Adds link to EVV handbook section 14010.

9050Visit Maintenance Time FrameUpdates text.
9060Visit Maintenance Unlock RequestUpdates text.
9080Last Visit Maintenance DateUpdates text.
10000Reason Codes

Updates text.

Adds link to EVV handbook section 8000.

11000EVV Compliance Reviews

Updates text.

Adds link to EVV handbook section 4240.

11010EVV Usage ReviewsUpdates text.
11020EVV Landline Phone Verification Reviews

Adds links to EVV handbook sections:

  • 7000
  • 7030
12010EVV Usage Score

Updates text.

Deletes graphics.

13010Claims Submission

Updates text.

Adds link to EVV handbook section 13020.

13030Claims Matching ProcessUpdates text.
14010EVV Portal Standard Reports

Adds links to EVV handbook sections:

  • 11000
  • 12000
14020EVV System Standard Reports

Adds links to EVV handbook sections:

  • 11000
  • 12000
15000EVV Optional Services and Non-EVV ServicesAdds link to EVV handbook section 1400.
17000EVV CDS Employer Policies

Updates text.

Adds link to EVV handbook section 16000.

17010CDS Option StakeholdersUpdates text.
17020CDS Employer Steps Prior to Using an EVV SystemUpdates text.
17030CDS Employer(s) Using an EVV SystemAdds link to EVV handbook section 17020.

24-1, Handbook Changes

Body

Revision Notice 24-1; Effective Sept. 12, 2024

The following change(s) were made:

SectionTitleChange
1000Electronic Visit Verification Policy Handbook IntroductionUpdates text.
1100EVV OverviewUpdates text.
1300Federal LawUpdates text.
1600Key TermsUpdates key terms.
2000EVV StakeholdersUpdates text.
2100PayersUpdates text.
2200Texas Medicaid and Health Care PartnershipUpdates text.
2300EVV Vendor

Updates section title to State Provided EVV System Vendor.

Updates text.

2400EVV Proprietary System OperatorUpdates text.
2500Program ProviderUpdates text.
2600Financial Management Services AgencyUpdates text.
2700MemberUpdates text.
2800CDS EmployerUpdates text.
3000Programs and Services Required to Use EVVUpdates text.
4000EVV System and SetupUpdates text.
4100EVV System SelectionUpdates text.
4110EVV Vendor System

Updates section title to State Provided EVV System.

Updates text.

4120EVV Proprietary SystemsUpdates text.
4130Select an EVV SystemUpdates text.
4200EVV TrainingUpdates text.
4210EVV Training Requirements for Program ProvidersUpdates text.
4220EVV Training Requirements for FMSAsUpdates text.
4230EVV Training Requirements for CDS EmployersUpdates text.
4240Training Requirements for Service Providers and CDS EmployeesUpdates text.
4250EVV Training RegistrationUpdates text.
4300CredentialingUpdates text.
4400Data CollectionUpdates text.
4500Service AuthorizationsUpdates text.
4600SchedulesUpdates text.
4610Schedule TypesUpdates text.
4700EVV System TransferUpdates text.
4710How to Transfer to an EVV SystemUpdates section title to How to Transfer to the State Provided EVV System. Updates text.
4720How to Transfer to an EVV Proprietary SystemUpdates text.
5000EVV Proprietary SystemUpdates text.
5010Reimbursement for Use of an EVV Proprietary SystemUpdates text.
5030EVV Proprietary System Onboarding ProcessUpdates text.
5040EVV Proprietary System Operational Readiness ReviewUpdates text.
5050Success or Failure of the Operational Readiness ReviewUpdates text.
5060EVV Proprietary System General OperationsUpdates text.
5080Proprietary System Operator ComplianceUpdates text.
6000EVV Visit TransactionUpdates text.
6100EVV SystemUpdates text.
7000Clock In and Clock Out MethodsUpdates text.
7010Manually Entered EVV VisitsUpdates text.
7020Mobile MethodUpdates text.
7030Home Phone LandlineUpdates text.
7040Alternative DeviceUpdates text.
7050Using Multiple Clock In and Clock Out MethodsUpdates text.
7060EVV Services Delivered Outside the Member’s HomeUpdates text.
7070Multiple EVV Visit TransactionsAdds section.
8000Visit MaintenanceDeletes section. Moves content to 9000.
8010Required Visit MaintenanceDeletes section. Moves content to 9010.
8020Auto-VerificationDeletes section. Moves content to 9020.
8030EVV System ValidationDeletes section. Moves content to 9030.
8040EVV Aggregator ValidationDeletes section. Moves content to 9040.
8050Visit Maintenance Time FrameDeletes section. Moves content to 9050.
8060Visit Maintenance Unlock RequestDeletes section. Moves content to 9060.
8070Visit Maintenance and Billing EVV ClaimsDeletes section. Moves content to 9070.
8080Last Visit Maintenance DateDeletes section. Moves content to 9080.
8090Rounding RulesDeletes section. Moves content to 8020.
8100Visit Maintenance Reduction FeaturesDeletes section. Moves content to 9090.
8000Calculation of Bill HoursAdds section.
8010Bill Time In and Bill Time OutAdds section.
8020RoundingAdds section. Previously section 8090. Updates title and text.
8030Bill HoursAdds section.
9000EVV Reason CodeDeletes section. Moves content to 10000.
9010EVV Reason Code Free Text RequirementsDeletes section.
9000Visit MaintenanceAdds section. Previously section 8000. Updates text.
9010Required Visit MaintenanceAdds section. Previously section 8010. Updates text.
9020Auto-VerificationAdds section. Previously section 8020. Updates text.
9030EVV System ValidationAdds section. Previously section 8030. Updates text.
9040EVV Aggregator ValidationAdds section. Previously section 8040. Updates text.
9050Visit Maintenance Time FrameAdds section. Previously section 8050.
9060Visit Maintenance Unlock RequestAdds section. Previously section 8060. Updates text.
9070Visit Maintenance and Billing EVV ClaimsAdds section. Previously section 8070. Updates text.
9080Last Visit Maintenance DateAdds section. Previously section 8080.
9090Visit Maintenance Reduction FeaturesAdds section. Previously section 8100. Updates text.
10000EVV Compliance ReviewsDeletes section. Moves content to 11000.
10010EVV Usage ReviewsDeletes section. Moves content to 11010.
10020EVV Landline Phone Verification ReviewsDeletes section. Moves content to 11020.
10030EVV Required Free Text ReviewsDeletes section.
10040HHSC EVV Informal Reviews and MCO DisputesDeletes section. Moves content to 11030.
10050Formal Appeal of HHSC Enforcement ActionsDeletes section. Moves content to 11040.
10000Reason CodesAdds section. Previously section 9000. Updates text.
11000UsageDeletes section. Moves content to 12000.
11010EVV Usage ScoreDeletes section. Moves content to 12010.
11020Manual EVV Visit Transaction ScoreDeletes section. Moves content to 12020.
11030Rejected EVV Visit Transaction ScoreDeletes section. Moves content to 12030.
11040How EVV Usage Reviews are ConductedDeletes section. Moves content to 12040.
11000EVV Compliance ReviewsAdds section. Previously section 10000. Updates text.
11010EVV Usage ReviewsAdds section. Previously section 10010. Updates text.
11020EVV Landline Phone Verification ReviewsAdds section. Previously section 10020. Updates text.
11030HHSC EVV Informal Reviews and MCO DisputesAdds section. Previously section 10040. Updates text.
11040Formal Appeal of HHSC Enforcement ActionsAdds section. Previously section 10050.
12000EVV ClaimsDeletes section. Moves content to 13000.
12100Claims SubmissionDeletes section. Moves content to 13010.
12200Claims MatchingDeletes section. Moves content to 13020.
12210Claims Matching ProcessDeletes section. Moves content to 13030.
12220Exceptions to the Claims Matching ProcessDeletes section. Moves content to 13040.
12230Claims Match Result CodesDeletes section. Moves content to 13050.
12000UsageAdds section. Previously section 11000. Updates text.
12010EVV Usage ScoreAdds section. Previously section 11010. Updates text.
12020Manual EVV Visit Transaction ScoreAdds section. Previously section 11020. Updates text.
12030Rejected EVV Visit Transaction ScoreAdds section. Previously section 11030. Updates text.
12040How EVV Usage Reviews are ConductedAdds section. Previously section 11040.
13000ReportsDeletes section. Moves content to 14000.
13010EVV Portal Standard ReportsDeletes section. Moves content to 14010.
13020EVV System Standard ReportsDeletes section. Moves content to 14020.
13030EVV Vendor Ad Hoc ReportingDeletes section. Moves content to 14030.
13040EVV Portal Search ToolsDeletes section. Moves content to 14040.
13000EVV ClaimsAdds section. Previously section 12000.
13010Claims SubmissionAdds section. Previously section 12100. Updates text.
13020Claims MatchingAdds section. Previously section 12200. Updates text.
13030Claims Matching ProcessAdds section. Previously section 12210.
13040Exceptions to the Claims Matching ProcessAdds section. Previously section 12220.
13050Claims Match Result CodesAdds section. Previously section 12230.
14000Non-EVV ServicesDeletes section. Moves content to 15020.
14000ReportsAdds section. Previously section 13000. Updates text.
14010EVV Portal Standard ReportsAdds section. Previously section 13010. Updates text.
14020EVV System Standard ReportsAdds section. Previously section 13020. Updates text.
14030EVV Vendor Ad Hoc ReportingAdds section. Previously section 13030. Updates text.
14040EVV Portal Search ToolsAdds section. Previously section 13040. Updates text.
15000Fraud Waste and AbuseDeletes section. Moves content to 16000.
15000EVV Optional Services and Non-EVV ServicesAdds section.
15010EVV Optional ServicesAdds section.
15020Non-EVV ServicesAdds section. Previously section 14000. Updates text.
16000EVV CDS Employer PoliciesDeletes section. Moves content to 17000.
16010CDS Option StakeholdersDeletes section. Moves content to 17010.
16020CDS Employer Steps Prior to Using an EVV SystemDeletes section. Moves content to 17020.
16030CDS Employer(s) Using an EVV SystemDeletes section. Moves content to 17030.
16040Failure to Use an EVV System in the CDS OptionDeletes section. Moves content to 17040.
16050CDS EVV ComplianceDeletes section. Moves content to 17050.
16060CDS Bonuses and OvertimeDeletes section. Moves content to 17060.
16070CDS ComplaintsDeletes section. Moves content to 17070.
16000Fraud Waste and AbuseAdds section. Previously section 15000.
17000EVV CDS Employer PoliciesAdds section. Previously section 16000. Updates text.
17010CDS Option StakeholdersAdds section. Previously section 16010. Updates text.
17020CDS Employer Steps Prior to Using an EVV SystemAdds section. Previously section 16020. Updates text.
17030CDS Employer(s) Using an EVV SystemAdds section. Previously section 16030. Updates text.
17040Failure to Use an EVV System in the CDS OptionAdds section. Previously section 16040. Updates text.
17050CDS EVV ComplianceAdds section. Previously section 16050. Updates text.
17060CDS Bonuses and OvertimeAdds section. Previously section 16060.
17070CDS ComplaintsAdds section. Previously section 16070.
FormsFormsDeletes Form 1718; Adds Form 1732.
Contact UsContact UsUpdates email address.