What's New: Sandata EVV Enhanced 8.55 Release Notes

Role Membership Report

Improved the Role Membership Report for to make it clearer and more useful for administrators.

• Removed the unused “Deleted” column from the Role Membership Report.

• Report now shows only active users and their current role memberships.

• Updated description to clarify that the report is a point‑in‑time snapshot of active role assignments.

Full Visit Review Export (and related reports)

These enhancements provide clearer insight into how visits are generated while maintaining consistency with terminology and logic used in the core application.

• Renamed the “Offline Visit” column to “SMC Offline Visit” for clearer alignment with product terminology.

• Updated column values to show Yes/No for SMC‑generated visits and N/A for visits from other sources.

• Applied the new column name and logic across all related reports and exports.

Auto Verification Details Report

Updated the Auto Verification Details report so visits with Memo‑only changes are no longer flagged as Manually Verified. Applied the same logic to Alt EVV visits, ensuring consistent behavior across all visit types. Improved audit clarity by ensuring only true manual verifications are highlighted.

Visit Listing PDF Export

Enhanced overall PDF usability, allowing users to generate and share Visit Listing reports with confidence. Improved layout consistency so the SMC Offline Visit column appears only when appropriate (e.g., visible for Arkansas, hidden for Ohio). Improved an issue in the Arkansas Visit Listing PDF export where content overlapped across pages, ensuring clean, readable formatting.

Reporting Improvements

Improved transparency and auditability, we've added "Report Run Start" and "Report Run End" date/times to several key reports across the BI Analytics platform. Better Audit Trail: These timestamps help users verify when data was generated, making it easier to track, troubleshoot, and validate report results.

• Timestamp Columns Added: The following reports now display when the report started and finished running:​

• Client Relationships To Employees​

• Expired Authorizations​

• EVV Vendors and Providers​

• Employee Attributes​

• Employee Relationships To Clients

Reporting Accuracy: Payer Filter Enhanced for All Corporation Types

Fixed an issue where filtering reports by payer returned no results for corporations with only one account. Users in Arkansas, Massachusetts, and all other supported states can now reliably filter reports by payer and see accurate data every time. Improves reporting clarity, reduces confusion, and cuts down on unnecessary support requests.

Availability

These enhancements are globally available, but reports will be assigned to customers upon request.

• Accurate Employee Documentation Dates Across Time Zones

  We’ve improved an issue where uploaded document dates in the Employee Documentation tab displayed incorrectly due to a timezone mismatch. Users now see the correct upload date regardless of their local timezone. This reduces confusion, eliminates manual verification, and strengthens audit readiness through more consistent and trustworthy record‑keeping.

• Accurate Claims Processing: Agency Time Zone Now Displayed Consistently

  Updated the Claims tab in Visit Maintenance and Aggregator (AGG) to display all claims‑processing timestamps in your agency’s local timezone. Ensures the “Date Returned for Claims Processing” column always matches the visit history across all UIs. Reduces confusion and manual reconciliation caused by mismatched timestamps.

• Reliable Visit Management: Client/Employee Header Data Now Stays Visible

  We’ve enhanced an issue in Visit Maintenance where updating the General tab caused client and employee header information to disappear. Key visit details now remain visible at all times, even after edits Improves workflow reliability and reduces confusion for care teams and administrators.

• Strengthening EVV Platform Security: Eliminating URL Manipulation Risks

  Resolved a client‑side HTTP parameter pollution (HPP) vulnerability to ensure safer handling of user input in URLs. Prevents malicious manipulation of links or forms that could lead to unintended data exposure or other security risks. Strengthens overall platform security and supports compliance with industry best practices.

• Enhancement: Confirmation Before Leaving Unsaved Schedules

  Added a confirmation prompt when leaving a schedule with unsaved changes to prevent accidental data loss. Ensures key scheduling updates aren’t lost due to navigation errors or misclicks. Aligns the scheduling workflow with other modules for a more consistent, intuitive experience.

• Unified Support Experience: Provider Portal Links Now Point to Salesforce

  Updated all provider‑facing support links in the portal to direct users to the HHAX Salesforce support page.Ensures providers always reach the correct, up‑to‑date support channel without encountering outdated or broken links. Streamlines support operations by consolidating all inquiries into Salesforce for better tracking, faster responses, and improved reporting.

• Arkansas - Flexible Service Management: Add Services to Pending Clients for Past Dates

  Improved an issue that prevented Arkansas agencies from adding services to clients in Pending status when the service start date was earlier than the client’s creation date. Agencies can now add services for pending clients using any appropriate date, just as they can for active clients. Streamlines onboarding and service setup by removing unnecessary date restrictions.

• Delaware - Full 9-Digit SSN Capture for Employee Records

  Updated the Homecare platform for Delaware agencies to require entry of the full 9‑digit SSN for employees, replacing the previous “Last 4 Digits” field. Added a formatted SSN field (XXX‑XX‑XXXX) on the New Employee and Edit Identifiers screens. Includes validation and error messaging to ensure accurate SSN entry and support state compliance requirements.

• Arkansas - Improved Data Integrity: Locked Down Client Payer Panel Editing

  Updated the Client Payer panel on the Program tab to show edit/add options only to users with the appropriate privileges. Prevents unauthorized users from seeing or interacting with payer‑management actions. Improves data protection and reduces confusion by ensuring only authorized staff can modify payer information.

• Pennsylvania - Enhancement: Password Reset Button Disabled for Non-Mobile Users

  The Reset Mobile User Password button is now enabled only for employees who are mobile users. Prevents confusion and unnecessary steps by removing the option for non‑mobile employees. Ensures password reset actions are clear, accurate, and aligned with actual user capabilities.

• Wisconsin - Program Change Request – Add New Payer

  Added Anthem BCBS Family Care (Payer ID: ANTBCBSFC) as a new payer under the WIMCO program, effective 5/1/2026 in production. Updated all business rules, configurations, and documentation to fully support the new payer and its HCPCS service codes. Enabled both Personal Care and Home Health (HHCS) services for this payer, including codes such as T1019, T1020, S5125, S5126, 99509, 92507, and others. Updated Alt EVV specifications and Data Warehouse documentation to ensure accurate data submission and compliance.

• Washington D.C - Program Change Request – Add Modifier to Existing Service

  Removed the unused “Deleted” column from the Arkansas Role Membership Report. Updated the report to show only active users and their current role memberships, providing a clear point‑in‑time view of access. Refreshed the report description to clarify that it reflects active role assignments only.

• Washington D.C. - Program Change Request – Add Modifier to Existing Service

  Added new AmeriHealth DC PCA service code T1019_NP for all new authorizations and schedules after the production go‑live date. End‑dated the previous code T1019 for AmeriHealth DC, while keeping historical records intact. No changes to service description or unit of measure, ensuring a smooth transition with no billing or translation impact. Existing authorizations and schedules using T1019 remain available for historical reference, but all new activity must use T1019_NP.