Sandata I/DD

June 2026

May 2026

April 2026

June 2026 (LAN) - for May Release

May 2026

April 2026

April 2026 (LAN) - for March Release

March 2026

Billing Rhode Island Update Billing Rates

Client Care Client Agency

Client Care Client Banking Tab

Client Care California-Violent Incidents Log

Client Care Client Event Reports

Client Care Client Event Setup Lists

Client Care Client Licensure Tab

Client Care Client Documents Tab

Client Care Inventory Tracking Reports

Client Care Staff Scheduling/Time Tracking Sync Tab

Add Records

Advanced Client Filters

Basic Filters

Change Password

Data Property Caption Menu

Device Requirements for Time Tracking and Staff Scheduling

Export Information

Favorites Menu

Global Site Search

Grids and Popups

Import Information

Log In to Data Plus

Manage Notes and Documents in Notebooks

Manage Saved Report Layouts

Messaging Feature

MFA Settings

Open or Edit a Reference from a Lookup

Quick PIN Login for DataPlus

Reports Feature

Run and Modify Reports

Saved Filters

Schedule Save

Set and Clear Database Defaults

Set and Clear User Defaults

Spanish Language Support

Tasks Dashboard

Update User Settings

Use the Filter

Download Forms

Sandata I/DD ASP Files: Screwdrivers Client

ScrewDriver Printing to the Bypass Tray

Employee Care Feature

Applicant Tracking Feature

Employees California Violent Incident Log Setup Lists

Employees Document Management

Employees Demographic Setup Lists

Employees Overview

Employees Agency Issued Resources

Employees Benefits Tab

Employees Billing and Day Services Tab

Employees Corrective Actions

Employees Create an Employee

Employees Demographics Tab

Employees Education Tab

Employees EEO-1 Reports

Employees Employee Compliance Override

Employees Employee Reports

Employees Employment Changes

Employees Employment History

Employees Employment Information Tab

Employees Employment Setup Lists

Employees Leave Tracking

Employees Main Tab

Employees Payroll Tab

Employees Performance Appraisals

Employees Schedule Location Groups

Employees Staff Scheduling/Time Tracking Sync Information Tab

Employees Supplemental Education

Employees Tabs and Cards

Employees Taxes Tab

Employees Quiz Feature

Employees Quiz History

Employees Vets 4212 Report

Employees Work Related Injuries

Employees Basic-Position Tracking

Employees Employee Position Setup Lists

Employees Employee Sync Overview

Employees Employment Tracking

Employees Employment Terminations

Employees Employment Groups

Employees Global Locations

Employees Global Location Groups

Employees New Hires and Rehires

Employees Positions

Employees Position Management Tree

The End-of-Year (EOY) Guide is designed to help I/DD customers successfully complete all required year-end activities within our software ProviderPro. The guide provides step-by-step instructions, key deadlines, required forms, file submission requirements, and important processing information needed to support accurate tax form preparation and reporting.

Customers using HHAeXchange for End-of-Year processing can use this guide to ensure employee, employer, and tax-related data is submitted completely and on time, helping to reduce processing delays and improve the accuracy of year-end forms such as W-2s, 1099s, and 1094/1095-C forms, where applicable.

The guide serves as a central resource for understanding annual requirements, tracking important milestones, and ensuring all necessary information is provided before year-end processing begins.

End of the Year Guide 2026

End of the Year FAQs

Employees Events

Employees Event Setup Lists

Citrix Virtual Environment Vs On Premises Environment

Install Citrix Workspace PC

On Premises to Citrix Virtual Environment Migration Guide

Client Care Incident Documents

Client Care Manage Program Plans

ProviderPro Sync Setup

DataPlus Manager Service Location Groups

Employee Setup in ProviderPro

Request a DataPlus Sync

Staff Permission Groups

Sync Billing Cost Centers

Sync Clients

Sync DataPlus Staff Groups

Sync General Ledger Accounts

Sync General Ledger Cost Centers

Sync Job Titles

Sync Payroll Cost Centers

Sync Processing Groups

Sync Time Service Types

Sync Unit Service Types

Sync Wage Types

Scheduling Overview

Acknowledge Flags

Acknowledge Flags for Multiple Shifts

Acknowledge Flags for One Shift

Assign Qualifications to Shifts

Auto Logging Feature

Auto Schedule Staff

Auto Schedule for Multiple Scheduling Locations

Auto Schedule for One Scheduling Location

Copy Schedule

Copy Schedule for Multiple Locations

Copy Schedule for One Scheduling Location

Generate Schedule

Inactivate a Shift

Manage Shifts

Remove Staff from a Schedule

Time Slots

Publish Schedule

Publish Schedule for One Scheduling Location

Publish Schedule for Multiple Scheduling Locations

Unpublish a Schedule

Add Scheduling Locations

Assign Approved Staff to Scheduling Locations

Assign Devices to Scheduling Locations

Assign Qualifications to Scheduling Locations

Assign Scheduling Locations to Clients

Assign Scheduling Locations to Staff

Assign Target Staff Hours to Scheduling Locations

Manage Scheduling Location Information

Sandata I/DD Concepts

Scheduling Location Managers

Set Company Preferences

Manage Scheduling Location Shift Templates

Add Shift Templates

Add Time Slots to Shift Templates

Delete Shift Templates

Delete Time Slots

Update Shift Templates

View and Hide Time Slots

Update Time Slots

Set Up Service Delivery Limits

Acknowledge and Unacknowledge Warning Flags

Flags Overview

Funding Source Contract Code Time and Unit Service Types

Manage Staff Permission Groups

Time Tracking DataPlus Options

Time Tracking Icons

Set Up Warning Flags

Approve Service Location Logs

Approve Staff Logs

Filter Service Location Log

Filter Staff Log

Import Staff Time Without Clients Log Transactions

Review Staff Log or Service Location Log

Use Time with Client Transactions Grid

View Service Delivery Limit Status

Billing Processing Groups

Billing Time Service Types

Billing Unit Service Types

Create and Update Note Prefills

General Ledger Accounts

General Ledger Cost Centers

Manage Billing Time Service Type Categories

Manage Payroll Cost Centers

Manage Payroll Job Titles

Manage Payroll Tasks

Manage Payroll Wage Types

Manage Service Locations

Manage Time Off Reasons

Register and Manage Devices

Time Clock and Service Log Flags Compared to Time Tracking Flags

Qualification Categories

Scheduling Qualifications

Service Types

Set Up Managers

Add Notes to Transactions

Clock In and Out

Generate Attendance Schedule for the Week from Defaults

Log Client Census

Log Mileage With Clients

Log Staff Time Worked With Clients

Log Staff Time Worked Without Clients

Log Non-Worked Paid Time/Amounts

Log Staff Mileage

Log Staff Miscellaneous Expenses

Log Unpaid Breaks

Request, View or Cancel Time Off Requests

View and Edit Your Own Transactions

Void or Unvoid Transactions

Staff Setup

Accept or Reject Substitute Requests

Availability

Call Off a Shift

Criteria for Staff to See Available Shifts

Find a Substitute for a Shift

My Schedule

Pick Up Available Shifts

Post or Unpost a Shift to Available Shifts

Review Satisfaction Index

Review Schedule Status

Set a Date Not Available

View Approved Scheduling Location Schedules

View Upcoming Shifts

Add Staff

Assign Job Titles to Staff

Change Staff PIN

Change Staff Username

Import Paid Time Off Balances

Import Staff

Import Time Off Requests

Manage Change Requests

Manage Time Off Requests

Staff Manager Role

Update Staff Contact Info, Notification Settings, and Out of Office Settings

View Staff Information

Assign Qualifications to Staff

Exclude Clients from Staff

Import Staff Qualifications

Monitor Staff Satisfaction

Staff Scheduling Training

Third-Party Qualifications

View Multiple Schedules at the Same Time

Manage Client Groups

Manage Data-Entry Service Location Groups

Manage Payroll Cost Center Groups

Manage Manager Service Location Groups

Manage Staff Groups

Client Census Overview

Approve and Unapprove Client Census Entries

Census Location Defaults

Client Census Reporting

Data Collection Types

Add Clients

Adjust Number of Days Before Setting in Time Tracking Options

Client Managers

Daylight Savings Time

Exclude Clients from Time Tracking

View Client Information

Set Up Time Tracking for Electronic Visit Verification (EVV)

Time Tracking Ohio Electronic Visit Verification (EVV) FAQs

Use Time-Tracking for Electronic Visit Verification (EVV)

Archive a Time Tracking Export File

Create a Time Tracking Export File

Roll Back a Time Tracking Export File