Getting Started Guide for Sandata Aggregator Users

Welcome to Sandata Aggregator, your essential tool for accessing and analyzing visit data in the world of Electronic Visit Verification (EVV). Whether you're a State Auditor, a Managed Care Organization (MCO), or a Provider Agency tasked with managing home and community-based services, this guide will help you get started with Sandata Aggregator and understand its importance for viewing visit data.

Here are some tips for getting started with Sandata Aggregator.

Accessing Sandata Aggregator

1. Your organization or agency will provide you with your username and password.

2. Opening the portal: In your browser, go to evv.sandata.com.

3. Logging In: On the login page, enter your username and password. Click "Login" to access Sandata Aggregator. If you have multiple accounts, you only need to log into the system one time and you are then able to switch between accounts using the drop-down menu in the application. 

Viewing Visit Data

A. Access Visit Data: Click on the Visit Review module to find a comprehensive list of visit records.

B. Filter and Search: Use filters and search options to narrow down your data view. This makes it easier to find specific visit records.

C. Exporting Visit Data: Use the EXPORT TO EXCEL button to export the visit data you have filtered for.

Generating Reports

A. Access Reports: Depending on your role and permissions, you can find various report options in the portal's menu.

B. Customize Reports: Apply filters like date range, client, or employee.

C. Generate and Analyze: Generate the report and analyze the data to gather insights for decision-making.

Administration

If you are an administrative-level user, you can create users and assign user roles and privileges in the system.

A. Users: Use this function to add or edit users in the system for your account.

B. User Roles: Each user can be assigned a set of privileges in the system. You can assign them pre-defined roles or create a new role with privileges you choose for them.

You are taking your first steps in using Sandata Aggregator to view visit data effectively. Use the Product Help menu (link) to view Aggregator how-to guides and videos.