EVV reason codes are how a Minnesota agency edits or manually enters an electronic visit verification (EVV) visit without turning a documentation gap into an audit finding. Every visit that is created after the fact, changed after capture, or missed must carry a reason code and an action code from the list the Minnesota Department of Human Services (DHS) provides, which HHAeXchange publishes in its Minnesota API specification. The coded visit is still noncompliant, but it is explained and traceable.

That distinction is the whole discipline. Since July 1, 2026 at least 80 percent of billed visits must be EVV compliant, so an agency needs fewer edits and a clean record for the edits that remain. The Minnesota EVV requirements guide covers the thresholds; this guide covers the codes and the process, as of September 2026.

What a compliant visit is

Under Section 12006 of the 21st Century Cures Act, an EVV system verifies six things: the type of service, the person receiving it, the date, the location, the person providing it, and the start and stop times. A compliant Minnesota visit captures all six electronically at the time of service, through the caregiver's mobile app with GPS, telephony from the client's phone, or a fixed device in the home, and reaches the HHAeXchange aggregator unchanged.

HHAeXchange's provider knowledge base defines the failure precisely: a visit is considered manually edited when the visit start time and the EVV call-in, or the visit end time and the EVV call-out, do not match, and a manually edited visit is noncompliant. The visit record sent to the aggregator carries an edited flag, and once a visit arrives at HHAeXchange it cannot be modified there, so the edit and its codes must be made in the capturing system.

What makes a visit noncompliant

Situation Why it fails Typical code
Manual entry from a timesheet or phone call No electronic capture at the time of service 221 timesheet received, 219 data entry error
Missing clock-in Start time was keyed in, so it does not match a call-in 208 attendant failed to call in
Missing clock-out End time was keyed in, so it does not match a call-out 209 attendant failed to call out
GPS or address mismatch Location element does not link to the member's address 207 address did not link to the member (GPS), 204 services outside the home
Wrong member or wrong service selected Member or service element corrected after capture 212 identification or task does not match the schedule or plan of care
Device or connectivity failure Capture was not possible 216 fixed device malfunctioned, 217 unable to use mobile device, 218 no internet or system down
Visit did not happen No service to verify Missed visit codes 600 to 609

A visit that ran longer than the units left on the authorization is not noncompliant; it is a billing question. Editing the verified times down to fit the authorization is what creates a noncompliant visit, and it is the pattern DHS pre-payment review is built to find.

The Minnesota reason codes and action codes

DHS provides the list; the HHAeXchange business requirements state that "the third-party system must gather the reason code for the manual entry and/or edit," and Appendix B of the Minnesota API specification publishes the codes. The full lists are on the specification page; the codes an agency uses most are:

Code Visit edit reason (200 series)
200 to 203, 205 Telephony problems: number did not link to the member, no phone, phone in use, line not working
204 Member received services outside of the home
206 Member requested a change or cancellation, or services suspended
207 Address did not link to the member (GPS)
208, 209, 210 Attendant failed to call in, call out, or both
211 Attendant called in or out early or late
212 Attendant ID does not match the scheduled shift, or task does not match the plan of care
213, 215, 216 Fixed location device: invalid code, device on order, device malfunctioned
214, 220 Attendant failed to report; agency unable to provide replacement coverage
217, 218 Attendant unable to use mobile device; unable to connect to internet or EVV system down
219, 221, 222 Data entry error; timesheet received; other

Each edit also carries an action code from the 100 series recording what the agency did, for example 109 timesheet received and signed by supervisor, 111 change in schedule, 122 unverified visit that cannot be billed, 123 supervisor approved change, and 124 confirmed with the member or representative.

Missed visits use their own pair: reason codes 600 to 609 (600 no replacement coverage, 601 attendant failed to report, 602 member requested a change, 603 and 604 member refused service, 608 unplanned hospitalization, 609 other) and action codes 501 to 506. Every missed visit action code states that the service cannot be billed, which is the point: a missed visit is reported to the aggregator and never becomes a claim.

Use "other" (222, 126, 609) rarely; it gives the weekly review nothing to act on.

Who may edit, and the approval trail

The HHAeXchange business requirements for Minnesota require new and edited data to reach the aggregator "at the time of entry into the third party EVV system," require a reason code on every manual entry or edit, and have the provider attest that data is not manipulated once generated. The HHAeXchange Minnesota guide explains the integration. Inside the agency, those rules translate into a short policy:

  1. Caregivers request, they do not edit. A caregiver who forgot to clock out reports it the same day through the app or to the supervisor.
  2. A supervisor or designated office role approves each manual entry or edit, selecting the reason code and action code and writing the note (the API allows up to 256 characters). The scheduler who created the shift should not be the approver.
  3. Billing never edits a visit. If the verified visit and the claim disagree, the claim follows the visit. The PCA and CFSS timesheet and visit documentation guide covers what the underlying time record must show.
  4. The edit is sent immediately, the original captured values are preserved, and edit rights are a named list.

Audit tip: an auditor reads the edit history before the visit. A visit edited by the same user who ran the claim, on the day the claim was built, with reason code 222 and no note, is the profile of a manipulated record even when the service was real. The same edit made by a supervisor the day after the visit, with code 209, action code 123, and a note that the caregiver called at 4:15 p.m. to report the missed clock-out, is an exception with a record.

Documenting a legitimate exception

Some exceptions are unavoidable, and DHS expects them to be submitted, not hidden. Each needs the codes, a note, the approver, and a supporting document.

Exception Reason code What to attach
Phone died, broke, or was lost mid-shift 217 Caregiver's same-day report; device incident log; signed timesheet for the visit (action 109)
No signal and the app did not capture offline 218 Location and time; confirmation that offline capture is enabled; plan to test the address
Client hospitalized, visit did not occur Missed 608 Admission date; action 501 confirmation with the member or representative
Client refused the visit Missed 603 Note of the refusal and who was told (action 124)
Wrong client selected in the app 212 Schedule showing the correct client; action 123

For PCA and CFSS, the visit still has to meet the program's own time and activity documentation rules, so the signed timesheet that supports a 221 edit is the same document the program requires. Link it to the visit.

How edits count toward the 50 and 80 percent rates

HHAeXchange calculates the monthly rate as total EVV compliant visits divided by total confirmed visits, across every NPI and UMPI tied to the agency, and emails it to the portal admin users around the 25th for the previous month. DHS receives the same report and applies the thresholds: 50 percent for visits billed after January 1, 2026 and 80 percent for visits billed after July 1, 2026.

Three consequences follow. A coded edit is still in the denominator and not in the numerator; the code protects the agency in an audit, not on the report. Missed visits with a "cannot be billed" action code are reported but never billed. And withholding a bad visit does not help: DHS requires all visits to be submitted, and a billed visit with no EVV record is a missed visit on the report. The EVV compliance checklist walks through coding edits by root cause and fixing the causes.

The weekly review

Run it while the month is still open, with a supervisor, the scheduler, and billing:

  1. Manual entries and edits from the last seven days, by worker and by reason code.
  2. Missed clock-outs still open, and import rejections outstanding at HHAeXchange.
  3. Any edit made by a user outside the approved list, or on the same day as a claim.
  4. Month-to-date rate against 80 percent, by identifier.

Keep the notes; they are the evidence of a working exception process.

What an auditor asks for

A DHS reviewer, an MCO auditor, or the pre-payment review vendor asks for:

  • The visit record with original and edited values, reason code, action code, note, editor, approver, and timestamps.
  • The written edit policy and the list of users with edit rights on the date of the edit.
  • The supporting document for each sampled edit, and the weekly review notes.
  • Proof the edited visit reached HHAeXchange (transaction ID or aggregator status).
  • The resulting claim, so units can be compared with the verified times; the MHCP claim denials guide explains what happens when they disagree.

Retention runs on two clocks: five years after the initial billing date for MHCP records under Minn. R. 9505.2190, and seven years from receipt of payment under the HHAeXchange business requirements. Keep the longer.

How Trustora helps

Trustora's caregiver app on iOS and Android captures GPS clock-in and clock-out and the client's signature at the time of service, works offline and syncs when a signal returns, and shows the worker only the clients scheduled that day, which removes most 207, 212, and 218 edits before they happen. Manual entries and edits require a Minnesota reason code and action code from the fixed list, a note, and a supervisor's approval, and the original captured values are preserved beside the edited ones in an append-only, SHA-256-chained audit log.

Every visit, coded or not, is sent to the HHAeXchange aggregator at the time of entry, and the compliance engine shows edits by worker, client, and reason code for the month to date. The pre-claim gate stops a visit from becoming an 837P line when its times and units disagree, and the one-click DHS audit binder produces the edit history and supporting documents for any sample. See the features page for the EVV and compliance workflow.