For LSD 1 / Companion providers

Companion visits (LSD 1) that hold up on outings

Waiversoft runs Life Skills Development 1 (Companion) for your agency: caregivers clock in from their phone wherever the outing starts, write each visit note from a template made for community outings, and your office approves the notes and bills S5135UC in quarter hours from the real clock times.

Part of every Waiversoft plan · See pricing

Life Skills Development 1

S5135UC · Thu, Oct 29

3 visits

Marcus Bell

Approved

9:00 – 12:00 Lakeview Parkwith Denise Carter

Eleanor Whitfield

Needs approval

10:30 – 1:30 Public librarywith Carlos Mendoza

Devon Pierce

In progress

1:00 – 4:00 Community eventwith Jean-Pierre Louis

Visits today

Units booked

Notes to approve

How it works

Built for a service that happens out in the community

Companion visits move from the home to the park, the library and the bus stop. Waiversoft follows the visit, not just the address.

Community outings

Clock-ins that make sense away from home

Each punch records the caregiver's location and is checked against the consumer's approved visit area, so the office sees whether the visit started at the home and how far away it ended. If outings make the location check more noise than help, turn location off for Life Skills Development and keep it on for your other services. See how punches work in scheduling and EVV.

Set how far from the home a clock-in still counts, per consumer
Distance from the visit on every clock-in and clock-out
Caregivers can start an authorized visit that wasn't on the schedule

Visit · Marcus Bell

LSD 1 · S5135UC

Approved visit area

Lakeview Park

Clock in · 9:02 AMAt the visit · 120 ft

Clock out · 12:01 PM2.1 mi from home

Or turn location off for this service in your settings.

Companion note template

A note template written for outings

The LSD 1 / Companion template asks what the visit is about: where you went, what the person chose and the choices they were offered, who they met, the supports you gave and how much help was needed, the goals worked on, and how they responded, then health and next time. The AI writes the note from the answers. The rules behind it are in our Life Skills Development 1 guide.

One question per screen, with places like park, library or place of worship to tap
Supports such as using the bus, paying for items and talking with others
Caregivers can also speak a voice note or prompt the AI instead

Clocked in · 9:02 AM

1 of 8

Marcus Bell · Companion

Where did you go with Marcus today?

ParkLibraryRestaurantMallCommunity eventPlace of worshipMovie theater

Choices offered

People met

Supports given

Goals worked on

How Marcus responded

Health

Next time

Note quality flags

Catch the copied note before a reviewer does

Companion notes drift into “went to the park, good visit” fast. Before saving, caregivers are warned when a note is too short, names none of the person's goals, or is almost the same as an earlier note. The office sees the same flags on the visit and approves, or edits, before the green check. More on visit notes.

Choose the minimum length your agency asks for
Goals come from the person's notes guidelines, in their own words
Template headings are ignored when comparing notes, so only real copies are flagged

Eleanor Whitfield

Life Skills Development 1 · Carlos Mendoza

Needs approval

Went to the library with Eleanor. She picked a book. Good visit, no issues today.

It's short — 14 words. Your agency asks for at least 25.

It doesn't mention any of Eleanor's goals.

It's almost the same as the note from Oct 22. Each note should describe that visit.

Edit note Approve visit

Quarter-hour billing

S5135UC billed from real clock times

Life Skills Development 1 bills in quarter hours. Waiversoft turns each visit's clock times into units, rounded to the nearest quarter hour, so a visit under 8 minutes bills nothing and is shown as under one unit. Visits with no note, a note waiting for approval or no clock-out stay out of the claim file until fixed. See billing and claims.

Each authorization line keeps its rate from the iBudget rate table
Download an 837P claim file or a worksheet for keying claims by hand
Submitted and paid visits drop out of future claim files

Billing · Oct 26 – Nov 1

S5135UC · $5.69 / QH

DateConsumerUnitsCharge

Oct 27Marcus Bell3 h 00 m12$68.28

Oct 28Priya Natarajan1 h 52 m7$39.83

Oct 28Angela Morris6 mUnder 1 unit0—

Oct 29Eleanor Whitfield3 h 00 mNote to approve12$68.28

2 visits left out of the claim file until fixed.

Also for Life Skills Development

The rest of running Companion visits

1:1, 1:2 or 1:3 rates

Pick S5135UC and the ratio and region on the authorization line; the rate fills in from the iBudget rate table.

Units left while booking

See the LSD 1 units left after a shift before you save it.

Repeating outings

Book a weekly series and change one visit or the whole series.

Daily hour limits

Cap a caregiver's daily hours for this service; caregivers ask for extra time and you approve or deny.

Goals in the person's words

Notes guidelines keep each person's goals, so every note can name the one worked on.

Notes in their own language

Spanish or Haitian Creole voice notes stay as spoken, with one tap to translate to English.

Other LSD levels

Supported Employment, Adult Day Training and Prevocational each have their own note template.

Service log PDF

Download a service log for any visit.

Getting started

Your first Companion visit in Waiversoft

Add the authorization

Add the LSD 1 line with S5135UC, its units and dates, or give Coworker the authorization PDF to read for you to approve.

Book the outings

Schedule the visits and set each consumer's approved visit area, or turn location off for this service.

Approve and bill

Approve each visit's note, then bill the period in quarter hours from the clock times.

FAQ

Questions about Life Skills Development in Waiversoft

Is there a note template for Life Skills Development 1?

Yes. The LSD 1 / Companion template asks where the visit went, what the person chose, who they met, the supports given, the goals worked on, how they responded, health and next time. Your agency can edit its templates on the web.

What if the visit happens away from the consumer's home?

Each clock-in and clock-out shows how far it was from the visit and whether it was inside the consumer's approved visit area. You can widen the area for a consumer or turn location off for Life Skills Development.

How are short visits billed?

Units come from the clock times, rounded to the nearest quarter hour. A visit under 8 minutes has nothing to bill and is shown as under one unit on the Billing page.

Can we bill the 1:2 and 1:3 rates?

Each authorization line keeps the ratio and rate you pick from the iBudget rate table, and its visits bill at that rate.

What does it cost?

Everything here is part of the one Waiversoft plan, $20 per consumer per month. Office staff and caregivers are free.

More of the Waiversoft platform

Consumer recordsPlans, authorizations, notes and documents Caregiver filesScreenings and trainings, tracked before they expire Scheduling & EVVShifts matched to authorized units Visit notesNotes checked for compliance before you approve BillingClaims checked against authorizations E-signConsents and agreements signed in the app PayrollPay from approved visits, with direct deposit files

Run the whole agency from one system.

Book a 20-minute walkthrough and see how agencies handle records, scheduling, EVV, notes, and billing in Waiversoft.

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