Best Practices for Using the Scheduling Module in Sandata EVV

To ensure accurate visit records and a smooth experience for caregivers and clients, please follow these guidelines when using the scheduling module:

Do: Schedule Visits Accurately

• Scheduling caregivers in advance ensures the client appears in the Sandata Mobile Connect (SMC) app when the caregiver is ready to clock in.
• This helps avoid the need to select the “Unknown Client” option, which can lead to errors or delays in visit verification.
• Always schedule visits to reflect the caregiver’s expected clock-in and clock-out times.
• To learn how to create a repeating schedule, visit Creating a New Schedule.

Don’t: Schedule 24-Hour Visits Unless Necessary

• Avoid scheduling a visit for 24 hours a day unless the caregiver is a live-in provider.
• For standard shifts, use the actual expected duration of the visit. Overstating the time can cause issues with visit verification and compliance.