Start an Unknown Sandata Mobile Connect Visit

If the Medicaid ID or Recipient ID entered is not found when trying to start a visit, the DCW/Employee can start an unknown visit. Unknown visits appear in Sandata EVV as an Unknown Recipient Visit exception and must be fixed in Visit Maintenance.

  1. Locate the EVV Device or the DCW/Employee’s personal device.

  2. Log in to Sandata Mobile Connect.

  3. Tap START UNKNOWN VISIT.

    Tap START UNKNOWN VISIT.

  4. Enter the following information for the Recipient:

    • FIRST NAME (Required)

    • LAST NAME (Required)

    • Medicaid ID # (Optional – if available)

    This information becomes available on the Memo screen of the Visit Details in the Visit Maintenance module.

  5. Tap Start Visit.

    Enter the information for the Recipient and tap Start Visit.

  6. Select the Service from the dropdown list, then tap Continue.

    Select the Service from the dropdown list, then tap Continue.

  7. Select the starting location. Tap Home or Community and then tap Continue.

    Tap Home or Community and then tap Continue.

  8. A pop-up display asks the DCW/Employee to confirm the start of visit. Tap YES.

    A pop-up display asks the DCW/Employee to confirm the start of visit. Tap YES.

  9. Log out of Sandata Mobile Connect. The visit is completed following the same process used when completing a visit for a known Recipient.