What's New: Sandata EVV Enhanced 8.51 Release Notes

Informational Exceptions Report

• Removed “Has Memo” and “Memo” fields from the export

• Updated field labels for clarity:

  • Payroll Hours Changed → Bill Hours Changed

  • CSV format will read "Primary_Phone_Number"

EVV Vendors and Providers Report

• Corrected data source to ensure accurate reporting.

• 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

• Improved reliability and compliance:

• Improved consistency of the Account filter on the Active Clients Report.

• Template Accounts are always excluded from the account count.

• Applies regardless of how the report filter page is accessed.

Improved Login and Password Reset Experience

• Clearer screens and guidance for login and password reset.

• Fewer failed login attempts and password reset issues.

• 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

• Strengthened security and compliance by replacing shared credentials with individual Entra ID (Azure AD) authentication for Santrax access.

• Every action is now traceable to the correct user, eliminating shared account risks.

• Key benefits:

  • Sign in using your own work login (Azure AD credentials).

  • Access limited to approved groups managed by your organization’s security team.

  • Shared accounts removed, closing compliance gaps and improving audit consistency. (This adds significant business value through risk mitigation and consistent auditing.)

Improved Scheduling Accessibility and Workflow

• Scheduling module updated for ADA compliance and better accessibility, including keyboard navigation.

  Key improvements:

• Save schedules immediately after overriding events for faster workflows.

• Consistent, accessible experience across all states.

• Supports compliance and usability for all users.

Cleaner Audit History for Memo Tab

• Audit logs now record changes only when edits occur—viewing the tab no longer creates unnecessary entries.

• Benefits:

  • Cleaner visit history.

  • Easier audit reviews.

  • Improved user trust and clarity.

Start of Care Date Validation on Client Activation

• SOC date is now required when activating a client in Sandata EVV.

• Ensures compliance, data integrity, and accuracy across workflows.

• Prevents reporting errors and supports trust in BI/Analytics reporting.