Sandata EVV 8.51 Release Notes December 17, 2025

This release introduces key reporting and system enhancements to improve accuracy, compliance, and user experience. Reporting updates include cleaner exports, data sources, accurate client counts, and improved visit calculations. System improvements deliver stronger security with individual logins, better accessibility in scheduling and login workflows, cleaner audit histories, smarter client status updates, and enhanced data integrity for phone numbers.

 

Reporting Enhancements

1. EVV Vendors and Providers Report

• Reformatted report layout and export—no longer restricted to one account per page.
• Corrected data source to ensure accurate reporting.

2. Report Requests Detail Report

• Aggregator users with a single account now consistently appear in the report, regardless of account filtering during selection. 

3. Full Visit Review Report

• Updated Visit Minutes calculation and applied time zone correction for accurate reporting.

5. Active Clients Report

• Improved consistency of the Account filter on the Active Clients Report.
• Template Accounts are always excluded from the account count.
• Applies regardless of how the report filter page is accessed, ensuring accurate and reliable reporting.

6. Member Access (Local Time) Report

• Enhanced to properly account for Time zones

7. Informational Exceptions Report

• Removed “Has Memo” and “Memo” fields from the CSV export for cleaner data. 
• Updated field labels for clarity: 
  • Payroll Hours Changed → Bill Hours Changed (CSV export)
  • CSV format will read "Primary_Phone_Number

8. Reports enabled 

• All Client Export: An enhanced version of the existing Full Client Export to include Inactive Clients, along with Active
• All Employee Export: An enhanced version of the existing Full Employee Export to include Inactive Employees, along with Active

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System Enhancements

1. Improved Login and Password Reset Experience

• Clearer screens and guidance for login and password reset.
• Fewer failed login attempts and password reset issues.
• Enhanced accessibility and ADA compliance for an inclusive experience.

2. Enhanced Security with Individual Logins

• Replaced shared credentials with individual Entra ID (Azure AD) authentication for Santrax access.
• Benefits:
  • Every action is traceable to the correct user.
  • Sign in using your own work login—no shared passwords.
  • Access limited to approved groups managed by your organization’s security team.
  • Eliminates security risks and closes compliance gaps, adding business value through risk mitigation.

3. Improved Scheduling Accessibility and Workflow

• Scheduling module updated for ADA compliance and better accessibility, including keyboard navigation.
• Key improvements:
  • Save schedules immediately after overriding events for faster workflows.
  • Consistent, accessible experience across all states.
  • Supports compliance and usability for all users.

4. Cleaner Audit History for Memo Tab

• Audit logs now record changes only when edits occur
• Benefits:
  • Cleaner visit history.
  • Easier audit reviews.
  • Improved user trust and clarity.
• Resolves a direct customer request—no workaround was previously available.

5. Start of Care Date Validation on Client Activation

• SOC date is now required when activating a client in Sandata EVV.
• Ensures compliance, data integrity, and accuracy across workflows.
• Prevents reporting errors and supports trust in BI/Analytics reporting.

6. Smarter Client Status Updates

• Improved workflow for managing client status:
  • Program Details popup only appears when status changes (e.g., Inactive → Active).
  • No more redundant popups when re-selecting the same status.
  • Aligns interface with user expectations and industry standards.

7. Improved Data Integrity for Client Phone Numbers

• Added safeguards to prevent duplicate phone numbers during batch imports and updates.
• Ensures cleaner, more accurate client records and smoother onboarding.

8. Restored Ability to Add Phone Numbers

• Add Phone Number link is now included in the Edit Address and Phone Number modal after saving.
• Allows seamless addition of multiple phone numbers without interruptions.
• Restores expected functionality for Arkansas agencies.