What's New: Sandata EVV Enhanced 8.51 Release Notes
These release notes contain a high-level overview of updates and new functionality introduced to the Sandata EVV Enhanced platform. As Sandata EVV Enhanced is permission-based, not all functionality is available for every role within an Agency.
Informational Exceptions Report
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Removed “Has Memo” and “Memo” fields from the export
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Updated field labels for clarity:
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Payroll Hours Changed → Bill Hours Changed
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CSV format will read "Primary_Phone_Number"
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EVV Vendors and Providers Report
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Corrected data source to ensure accurate reporting.
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Reformatted report layout and export—no longer restricted to one account per page.
Report Requests Detail Report
Aggregator users with a single account now consistently appear in the report, regardless of account filtering during selection.
Active Clients Report
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Improved reliability and compliance:
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Improved consistency of the Account filter on the Active Clients Report.
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Template Accounts are always excluded from the account count.
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Applies regardless of how the report filter page is accessed.
Improved Login and Password Reset Experience
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Clearer screens and guidance for login and password reset.
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Fewer failed login attempts and password reset issues.
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Enhanced accessibility and ADA compliance for an inclusive experience. (This update also reduces support team burden by minimizing unnecessary calls.)
Enhanced Security with Individual Logins
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Strengthened security and compliance by replacing shared credentials with individual Entra ID (Azure AD) authentication for Santrax access.
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Every action is now traceable to the correct user, eliminating shared account risks.
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Key benefits:
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Sign in using your own work login (Azure AD credentials).
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Access limited to approved groups managed by your organization’s security team.
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Shared accounts removed, closing compliance gaps and improving audit consistency. (This adds significant business value through risk mitigation and consistent auditing.)
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Improved Scheduling Accessibility and Workflow
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Scheduling module updated for ADA compliance and better accessibility, including keyboard navigation.
Key improvements:
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Save schedules immediately after overriding events for faster workflows.
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Consistent, accessible experience across all states.
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Supports compliance and usability for all users.
Cleaner Audit History for Memo Tab
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Audit logs now record changes only when edits occur—viewing the tab no longer creates unnecessary entries.
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Benefits:
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Cleaner visit history.
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Easier audit reviews.
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Improved user trust and clarity.
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Start of Care Date Validation on Client Activation
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SOC date is now required when activating a client in Sandata EVV.
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Ensures compliance, data integrity, and accuracy across workflows.
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Prevents reporting errors and supports trust in BI/Analytics reporting.