What's New: Sandata I/DD May 2026

Sandata Updates

Improved Visit Review Filtering

What's New: Visit Review filtering has been enhanced with save and reset functionality, along with clearer labeling for a more consistent user experience.

Why It Matters: Makes it easier to manage filters efficiently and improves day-to-day usability for teams reviewing visit activity.

What You Need to Know: No action is required on your end. This improvement applies automatically.

More Accurate Login Audit Reporting

What's New: User login reporting has been improved to provide more accurate login location visibility for audit and security review purposes.

Why It Matters: Gives administrators more reliable audit data when reviewing access activity.

What You Need to Know: This improvement applies automatically.

Single Session Login Controls

What's New: Enhanced session controls now help prevent multiple simultaneous active sessions for supported users.

Why It Matters: Strengthens account security and improves access management controls.

What You Need to Know: Availability may vary based on organizational configuration.

Improved Login & Account Access Experience

What's New: We've enhanced the login and password management experience to make accessing your account easier and more intuitive. Login fields now include clearer labels, helpful guidance, and improved validation to help users enter the correct information the first time. Password creation and reset workflows have also been updated with real-time guidance and clearer instructions, making it easier for new and existing users to manage their credentials. Additionally, references to "Username" have been updated throughout the platform to "Email" for greater consistency and clarity.

Why It Matters: These improvements help reduce login errors, streamline password setup and recovery, and create a more user-friendly experience for both new and existing users. By providing clearer instructions and more intuitive workflows, users can access their accounts faster and with less frustration.

What You Need to Know: Users will now use their email address when prompted for account credentials throughout the platform. Login and password screens provide additional guidance to help users successfully sign in or reset their passwords. For security purposes, login error messages remain intentionally generic. If an account becomes locked, users will receive an email with instructions for regaining access, including password reset guidance and lockout timing information. No action is required for existing users beyond updating any internal documentation that may reference "Username" instead of "Email."

State-Specific Updates

Delaware Employee Data Update

What's New: Delaware users can now maintain expanded employee identification information where required.

Why It Matters: Helps organizations stay aligned with state-specific reporting expectations.

What You Need to Know: This update applies to applicable Delaware workflows only.

Colorado Hospice Program Update

What's New: Hospice providers in Colorado affected by program rule changes will no longer process impacted EVV visits through Sandata EVV.

Why It Matters: Aligns workflows with updated state program requirements and reduces unnecessary processing complexity.

What You Need to Know: This applies only to impacted Colorado Hospice provider workflows.

Missouri Provider Account Improvements

What's New: Missouri provider account setup has been streamlined with improved default account date handling.

Why It Matters: Reduces manual administrative effort and improves reporting accuracy.

What You Need to Know: This applies to applicable Missouri workflows.

Questions or Feedback?

Feature availability may vary depending on your organization's configuration and implementation readiness. Contact your HHAeXchange representative or visit HHAeXchange.com for more information.