Add a Client from a Feed

Some state programs provide a file feed to Sandata to bring in client information. This usually comes from the Medicaid Management Information System (“MMIS”). This means you cannot add your own client information but will either receive it directly into your account or need to search for a client to add them.

Note: You may not be able to update some fields in a client’s profile depending on your state program’s configuration. Search for clients who may have been automatically brought in before attempting to add specific clients. If you attempt to add a client that has already been connected to your agency, you will be informed the client already exists.

1. Go to the Client Management section of the Clients module.

2.  To add a client from the file feed, select Create Client.

3. Complete the required fields on the form (fields with a red asterisk *) and select Search. If the client’s information is found in the file feed, it will pull the client in, and you can then select Create Client. If the client is not found, check the information you have submitted.

Note: The required fields are based on your state’s program and may be different than what is shown below.

4. When clients are automatically brought in, they are brought in with a Pending status. You will need to filter by status to find clients that are Pending. Select Filter.

5. In the Status field in Filters, select Pending, then Apply Filters.

6. Select a client.

7. Go to the Program tab, and select the status drop down. Change the status from Pending to Active. The client is now active, and you are able to capture visit data for them.