Welcome Kit Package Contents

This article will help you to:

• understand the contents of a welcome kit package

Background: When a new account is created, welcome kit packages are created and sent to the provider. They contain several documents needed to begin using the Sandata products.

Contents May Include:  

• Sandata Call Reference Guides (CRG)
• Program Specific Service List
• Program Specific Task List
• Welcome Kit Letter

Sandata Call Reference Guide (CRG): The Call Reference Guide (CRG) contains toll-free numbers and step-by-step instructions with the service and task list that a field staff can use to call in and call out for a visit. The CRG (telephony) should only be used as an alternative if Sandata Mobile Connect (SMC) is part of the program and unavailable.

Program Specific Service List: Review this document for information on all services that are a part of this program. Below is a sample only.

Program Specific Task List: Review this document for information on all tasks that are a part of this program. Below is a sample only.

Welcome Kit Letter: This letter will contain your account information with Sandata upon creation, such as Agency Name, Username, Password, Primary toll free phone number and Company ID. This will also advise of the proper contact information for support for your specific program as well as information on bookmarking your Sandata Product Pages.

Last Updated: July 2022, JLO  Last Reviewed: July 2022, JLO