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Patch Release - January 2026

See what's updated in January 2026

K
Written by Kate Lewis
Updated this week

CareSmartz360 EVV – Regulatory & Platform Updates

Release: Patch – Dec ’25
Effective for time‑bound changes: January 1, 2026


1. New Jersey – HHA Visit Edit & Manual Reason Codes

What’s changing?
New and updated reason codes are now available for New Jersey EVV programs.

a. Visit Edit Reason Codes (all MCOs) – available in Visit Edit Reason Codes:

  • 224 – Retro-authorization for members with continuous Medicaid eligibility

  • 225 – Retro-auth for members with eligibility gaps; manual entry required

  • 226 – Acceptable visit overlaps per DMAHS policy; manual edit needed

  • 227 – Overnight visits (e.g., Sunday to Monday)

  • 228 – EVV system unavailable

b. CareBridge – New Jersey Manual Reason Codes – added and active:

  • MR2224, MR2225, MR2226, MR2227, MR2228

  • In the UI, CareBridge reason codes now show code + description (not just the code).

Action for agencies:

  • NJ providers using HHAeXchange / CareBridge should review internal workflows and training materials to include these new codes and their intended use.


2. Minnesota – HHAeXchange: Office Qualifier Now Uses Tax ID

What’s changing?
For Minnesota HHAeXchange Alt EVV connections:

  • Office qualifier updated to FederalTaxID.

  • The office identifier sent in EVV payloads is now the agency Tax ID, instead of UMPI/NPI.

Action for agencies:

  • If you have already configured and post using Tax ID, no change is required.

  • New MN HHAeXchange integrations should ensure the correct Tax ID is configured as the office identifier.


3. Illinois – HHA EVV New / Retired Service Codes

What’s changing?
For Illinois HHA EVV:

  • New Home Health Aide service codes have been added per state/HHA specifications.

  • Two existing codes are now retired and no longer required for production use:

    • T1002:CR

    • T1003:CR

Action for agencies:

  • Stop using the retired codes in live EVV submissions.

  • Update any internal cheat sheets or scheduling/configuration templates accordingly.


4. Iowa – CareBridge Care Plan Task Description Updates

What’s changing?
For CareBridge Iowa, the following Care Plan Task descriptions have been updated to match the latest specification:

  • CP1080 – N‑7 Essential Housekeeping: Grocery Shopping

  • CP1085 – N‑8 Essential Housekeeping: Laundry

  • CP1090 – N‑9 Minor wound care

  • CP1095 – N‑10 Financial and scheduling assistance

  • CP1100 – N‑11 Assistance in the workplace

  • CP1105 – N‑12 Communication

  • CP1110 – N‑13 Essential Transportation

  • CP1115 – N‑14 Medication assistance

Action for agencies:

  • No configuration change is needed; however, educate field staff and schedulers on the updated descriptions where relevant.


5. Ohio – Sandata ODM v4.3 Program Updates

What’s changing?
For Ohio Sandata EVV (Alt Data Collection Interface v4.3):

  • Added end dates for all Aetna and UHC MYC programs (deprecated from 2025‑12‑31).

  • Added new payer programs effective January 1, 2026, as per Sandata v4.3 specification.

Action for agencies:

  • When posting to Sandata (Ohio), ensure visits are mapped to valid payer programs effective for the service date.

  • If you receive “invalid/expired program” errors, verify the program is not among those deprecated as of 12/31/2025.


6. Kentucky – Therap Aggregator API v2.2 Reason Codes

What’s changing?
For Kentucky providers using Therap Aggregator:

  • New exception reason codes recognized:

    • 0013 – Task Data Updated/Unavailable

    • 0014 – Signature/Voice Verification Unavailable

  • Task validation now expects:

    • 0003 (Other), 0013 (Task Data Updated/Unavailable)

  • Verification validation now expects:

    • 0003 (Other), 0009 (System Unavailable / Maintenance), 0014 (Signature/Voice Verification Unavailable)

Action for agencies:

  • When resolving validation errors in Therap KY, use the newly accepted exception codes where appropriate.


7. ProviderOne Aggregator – Support for Multiple Provider IDs

What’s changing?
For agencies using Washington ProviderOne Aggregator (example: Amicable Health):

  • EVV configuration now supports multiple Provider IDs per office.

  • Under EVV Configuration → Additional Information, users can:

    • Add multiple Provider IDs with a Profile Name.

    • Edit existing Provider IDs from the grid.

  • During export, users select which Provider ID/Profile to use:

    • The chosen Provider ID is used in the exported file name and contents.

Action for agencies:

  • If you submit to ProviderOne with more than one Provider ID, configure each ID under Additional Information and select the appropriate profile at export time.


8. EVV & EDI – “Exclude EVV Data in EDI” Default Behavior

What’s changing?
To prevent accidental loss of EVV data in EDI submissions:

  • When a new payer is linked to a client, the “Exclude EVV data in EDI file” setting is now OFF by default.

  • The UI toggle state, label, and backend payload (evvEdi) have been aligned so there is no mismatch between what you see and what is sent.

Action for agencies:

  • No change needed to your normal workflow.

  • If you intentionally want to exclude EVV from a specific EDI, you must explicitly turn this option ON.


Notes for All EVV Clients

  • All changes above are already deployed to Production in line with the stated go‑live dates.

  • These updates are primarily to align with state/vendor compliance (HHAeXchange, CareBridge, Sandata, Therap, ProviderOne) and to reduce EVV/EDI submission errors.

Key actions for agencies only

New Jersey – HHA & CareBridge

  • Review and train staff on the new Visit Edit Reason Codes (224–228) and CareBridge Manual Reason Codes (MR2224–MR2228).

  • Update any internal cheat sheets / workflows to include:

    • When to use “retro‑auth” codes (224, 225)

    • When to use overlap / overnight / system‑unavailable codes (226–228, MR codes).


Minnesota – HHAeXchange

  • Check your MN HHAeXchange configuration to confirm:

    • Your Tax ID is correctly configured as the office identifier.

  • If you already use Tax ID today, no change in daily workflow is required.


Illinois – HHA

  • Stop using retired codes in live EVV submissions:

    • T1002:CR

    • T1003:CR

  • Update service code reference lists and training material so staff don’t select the retired codes.


Iowa – CareBridge

  • Inform schedulers and field staff that the Care Plan Task descriptions (CP1080–CP1115) have been updated.

  • No setup change needed, but ensure staff understand the new wording when selecting tasks.


Ohio – Sandata

  • For visits on or after 01‑Jan‑2026, verify program mapping:

    • Don’t use Aetna or UHC MYC programs that were ended as of 12‑31‑2025.

    • If you see “invalid/expired program” errors, remap to a valid program from the updated list.


Kentucky – Therap Aggregator

  • When resolving validation issues in Therap KY, start using the new exception reason codes where applicable:

    • 0013 – Task Data Updated/Unavailable

    • 0014 – Signature/Voice Verification Unavailable


Washington ProviderOne / Agencies with Multiple Provider IDs

  • If you submit to ProviderOne with multiple Provider IDs:

    • Configure each Provider ID under EVV Configuration → Additional Information, with a clear Profile Name.

    • At export time, select the correct Provider ID/Profile for the file you are sending.


All EVV Agencies – EVV/EDI Option

  • When linking a new payer to a client:

    • The system will now include EVV in EDI by default.

    • If you actually want to exclude EVV from a specific EDI, you must manually turn ON “Exclude EVV data in EDI file.”

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