Getting Started with Sandata EVV: A Quick Guide for New Users

Welcome to Sandata Electronic Visit Verification (EVV), a powerful system designed to help healthcare providers and agencies manage client and employee data, as well as track and manage visits. Whether you're a caregiver, administrator, or a staff member involved in home and community-based healthcare services, this guide will help you get started with the basics of using Sandata EVV. 

Logging into Sandata EVV 

1. Access the Login Page: Open your web browser (Google Chrome, Microsoft Edge, or Mozilla Firefox) and go to the Sandata EVV login page: evv.sandata.com . Programs that use a single sign on will not use this link.

2. Enter Your Username and Password: You will be provided a unique username and password via email. Enter these into the fields on the login page. 

3. Log in: Click the Login button to access your Sandata EVV account. 

4. Use the Forgot Password button to reset a forgotten password. You will receive a temporary password via email. 

Viewing Client Data 

Once you're logged in, you can access and manage client data. 

1. Use the side menu bar to go to the Client Management module. 

2. Your clients will load, or you can use Filters to search for a specific client. 

3. View Client Information: Select the client line to access their detailed information, including personal and program details, health records, and schedules. 

Viewing Employee Data 

If you're an administrator, you can manage employee data in EVV. 

1. Use the side menu bar to go to the Employee Management module. 

2. The employee list will load. Use the filters to find a specific employee by name or employee ID. 

3.  Select an employee's name to access their profile, which contains contact information, schedules, and more. 

Scheduling Visits 

The easy-to-use Scheduling features allow you to manage client visits efficiently.  

From the Scheduling module, you can schedule visits one at a time. You can also create recurring schedules for a client. Adding the employee to the schedule is easy, and when you need to reschedule or swap out an employee, it’s just a few clicks! 

Viewing and Managing Visits 

     Sandata EVV allows you to track and manage client visits efficiently, making sure that services are delivered as planned. 

1. Go to the Visit Maintenance module to view visit-related information.  With real time data, you will see when caregivers clock in and out for visits using the Sandata Mobile Connect app.  
2. With the quick filters, you can select a visit to see its details, including the client, assigned caregiver, and visit date and times, along with options to see services and tasks performed. 
3. Editing Visits: If you need to make changes to a visit, such as adding a missed out-call or task, select that visit. 

Getting Help with Sandata EVV: The in-portal EVV Knowledge Center is available for all users seeking step-by-step help. 

      By familiarizing yourself with Sandata EVV's features, you'll be well on your way to efficiently managing client and employee data and effectively tracking and managing client visits within the system. This will help ensure that home and community-based healthcare services are delivered accurately and in compliance with regulations.