Caregiver How To Documents (Version 2)

Sandata Mobile Connect

These documents are to help you navigate our mobile visit verification app.

Initial Setup
Download Instructions	How to download the Sandata Mobile Connect app.
First Time Log-In	Learn how to log in for the first time, select a language,  enable face/fingerprint identification, and set up security questions.
Logging Into SMC	Using a username and password or face/fingerprint identification to sign in after initial set up.
Reset Password/In App Unlock (Using Email)	Reset passwords by requesting an emailed password reset link. Password reset options may vary based on configuration.
Reset Password/In App Unlock (Security Questions)	Reset passwords by answering security questions. Password reset options may vary based on configuration.

Starting Visits
Starting and Completing a Visit	See all the steps to start and complete a visit using the app.
Starting a Visit from the Clients Tab	Starting a visit for a client you have recently visited or is directly associated with you.
Starting a Visit from the Search Client Tab (Known Client)	Starting an unscheduled visit using a client identifier (Medicaid ID, Client ID, or Customer Number).
Starting a Visit with Unknown Client	Starting a visit for clients that can't be found using a client identifier (Medicaid ID, Client ID, or Customer Number).
Starting a Scheduled Visit	Starting a visit that was scheduled ahead of time.

Completing a Visit
Switching Services	Learn how to start a visit with one service and then switch to a different service during the same visit.
Completing a Visit - Staff	How to clock out at the end of a visit. This include additional information about all the optional visit functionality. Task - Adding tasks completed during the visit. Observations - Answer questions that provide information about things that may need to be monitored. Visit Notes - Recording additional information about the visit. Selecting an Alternate Location - Indicate whether the visit is taking place in the home or out in the community.
Completing a Visit - Client Confirmation	Help the client confirm visit details during the clock out.
Abandon Visit	If you accidentally start a visit and weren't able to provide any services or Forget to end a visit use this process to end the visit and free the app up to start another.

Group Visits
Starting a Group Visit	Learn how to clock in to start a group visit with a new Group Visit Code.
Adding a Client to a Group Visit	Adding another client to your group visit.
Adding a Client to a Group Visit Started by Another Employee	Adding a client started by another employee/using a group visit code.
Completing a Group Visit (Single Client)	Completing a visit for individual clients in a group visit.
Completing a Group Visit (All Clients)	Completing a group visit for all clients in the group.

Settings Screen
Changing your Default Language	The app will default to your device's default language but you want to use the application in another language. Use this process to change the default language.
Change Password	Haven't forgotten your password, but want to change or update it anyway? Use this process to change your password at any time.
Enable or Disable Face/Fingerprint Login	You declined face/fingerprint login set up when you first set up the app but have changed your mind? Use this process to enable or disable face/fingerprint login.

Signing Out
Signing Out	Use this process to sign out of the app at any time.

SMC Device Trouble Shooting
SMC Device Trouble Shooting	Do you have an EVV smart device provided by your state program? Your provider may have talked with you about the EVV smart device. You use it to verify, check in and check out of home and community services visits. Here are tips on how to use it.