Adding a Position in Position Management

Agency Administrators can add positions in Sandata Enhanced EVV and align them with the services being provided to the client.   

1. 1. Under the Admin module, select Position Management.  
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2. 2. To create a new position, select Add Position.  

 

3. 3. Complete the details screen with all the required fields including Name of the Position, Code, and the type of Employee Position (Field, In-Office, or Registered Nurse). Then, select Next. 
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4. 4. Then, select the Services that someone in this position would be able to perform. Once you have selected the desired services, select Next. Select Back to go to the previous Details screen. 
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5. 5. Lastly, the Compliance screen you will select the licensure. Note: if selected, this would restrict scheduling based on unmet compliance item. Select Add Position to create the new position with the associated service(s).