Sandata Payer Programs

Ohio Direct Care Worker Video Library

Ohio EVV Video Library

Training Replays for Claims Adjudication Phases

Getting Started with Sandata EVV

Ohio EVV Provider Onboarding Checklist

Ohio Agency Provider Checklist for Sandata Electronic Visit Verification

Ohio Independent Provider Checklist for Sandata Electronic Visit Verification

Ohio EVV Live-In Caregiver Checklist for Sandata EVV Exemption

Recipient Medicaid ID Guide for EVV Providers

Ohio Claims Validation: Handling Claims Denials

Claims Validation Rejection Report

EVV Dashboard

EVV Dashboard Update (January 2025)

Quick Search

Add Mobile Device Access

Add and View DCW/Employee Notes

Bulk Upload Employees/DCW

Create New DCW/Employee Record

Deactivate a DCW/Employee

Edit an Existing DCW/Employee

Reset an Independent Provider Passcode

Reset a DCW/Employee's Mobile User Password

Search for DCWs/Employees

View a DCW/Employee's Schedule

Device Card

Locating a Direct Care Worker (DCW) Santrax ID

Order a Device in Shopify

Return a Device Ordered Through Shopify

Return a Device Ordered Through eTRAC

Add a New Recipient Program to EVV

End-Date a Recipient Program

Add a Medicaid ID to a Recipient Record

Add Recipient Contacts

Add Recipient Notes

Create a New Recipient

Create Recipient Authorizations

Edit a Recipient Profile

Edit a Recipient's Schedule

Find Account IDs for Live-In Caregiver Exemption Requests

Program Status and Details

Set Up Recurring Schedule Templates

Update Payer Details

View Service Details

Export Data

Live-In Exemption Verification Report

Provider Identification (ID) Does Not Match

Run a Report

Schedule a Report

Abandon a Sandata Mobile Connect Group Visit

Add a Recipient to a Sandata Mobile Connect Group Visit

Complete a Sandata Mobile Connect Group Visit

Complete a Sandata Mobile Connect Visit

Join a Sandata Mobile Connect Group Visit

Sandata Mobile Connect Credentials

Sandata Mobile Connect Login

Start and Complete a Sandata Mobile Connect Visit in Offline Mode

Start a Sandata Mobile Connect Group Visit

Start a Scheduled Sandata Mobile Connect Visit

Start an Unknown Sandata Mobile Connect Visit

Start an Unscheduled Sandata Mobile Connect Visit

Batch Edit Multiple Schedules

Cancel a Schedule

Create a Schedule

Edit a Schedule

Edit a Schedule in Preview

Search for a Schedule

Change Your Password

Create a New User

Create a User Role

Manage Users

Reset a User's Password

Add a Manual Call to an Existing Visit

Adjust Call Times and Dates

Correct an Unauthorized Service Exception

Create a Call

Create a Group Visit Code

Create a Visit

Edit a Group Visit Code

Fix an Incorrect or Missing Service

Manage Exceptions

Merge Calls

Search for Visits

Update an Unknown DCW/Employee Exception

Update an Unknown Recipient

View Approved Live-In Caregiver Exemptions

Log In

Reset a Password

Create a Role

Create a Team

Set Up an Account for a New User

Add an Attachment to a Member Profile

Add a New Member

Add a Note to a Member Profile

Add or View a Member's Care Plan

Edit a Member Profile

View a Member's Orders

View a Member's Past Messages

Add Attachment to a Message

Create a Broadcast Message

Create a Message About a Member

Reply to a Message

View Message as a PDF

Add a New Order

Cancel an Order

Order Attachments

Release Orders Using Broadcast Sequence

Re-Release Order to Providers

View the Authorization Change Log

View Order History

View Message History