How do we switch alternate vendors?

The following information is not Payer specific.

When the account is deactivated (End Date added), the vendor can only send visits with a Visit Date up to and including the End Date. Existing visits can continue to be updated.

Only Verified visits are available for claims match. It is highly recommended to work with the current vendor, to update any visits in Incomplete status, to either Verified or Omit status.

  • Search Aggregator back 1 year. In Filter Visits By dropdown select All Visits. In Visit Status dropdown, select Incomplete.

  • When ready to switch alternate vendors, email the appropriate Sandata address requesting to switch vendors, to create a ticket.

    • Include the agency name, state identifier, and contact information.

    • Include current vendor name and requested End Date.

    • Include the new vendor name, contact information, and requested Start Date.

  • If the new vendor had previously passed testing for that state, a new account is created and production credentials is sent.