Sandata Agency Management Videos
Refresh your skills and knowledge of Sandata Agency Management in the training videos and interactive demonstrations below:
Some features may not be available in your portal. Features depend on role, permissions, and portal type.
The following videos show how to use the Sandata Agency Management.
Module Training
Learn to
- Use the various Sandata Agency Management modules
Staff Module Training
63 min.
Client Module Training
61 min.
Scheduling Module Training
84 min.
Admin
Learn to
- Use the Admin module
- Add and remove companies
- Add and remove locations
- Add and remove admission types
- Remove images
- Add and remove company holidays
Admin Module Overview
2 min.
Adding a New Company
2 min.
Removing a Company
1 min.
Adding a New Location within a Company
1 min.
Removing a Location within a Company
2 min.
Admission Types Overview
2 min.
Adding a New Admission Type
1 min.
Removing an Admission Type
1 min.
Removing an Admission Type within a Company
2 min.
Removing an Image in a Company
1 min.
Adding a Company Holiday
2 min.
Removing a Company Holiday
2 min.
Visit Maintenance
Learn to
- Manage Visit Maintenance
- Manage different kinds of exceptions
- Transition from Santrax Visit Maintenance to Sandata Agency Management Visit Maintenance
Visit Maintenance Training
72 min.
Visit Maintenance Overview
4 min.
Unknown Client Exceptions
3 min.
Unknown Staff Exceptions
3 min.
GPS Distance Exceptions
2 min.
Unscheduled Visit Exceptions
2 min.
Missing Service Exceptions
2 min.
No In Call Exceptions
2 min.
No Out Call Exceptions
2 min.
Bill and Pay Hours Exceptions
3 min.
Transitioning from Santrax Visit Maintenance to Sandata Agency ManagementMaintenance
7 min.
Billing
Learn to
- Use the Billing module
- Process Billing Remittance
- Investigate Items Not OK to Bill
- Create, view and edit invoices
- Create a Billing Export
- Review submitted Billing Exports
Billing Overview Training
43 min.
Billing Remittance Processing Training
30 min.
Investigating Items Not OK to Bill
5 min.
Creating an Invoice
3 min.
Viewing or Editing Invoices
5 min.
Creating a Billing Export
2 min.
Reviewing Submitted Billing Exports
1 min.
System Navigation
Learn to
- Log in
- Navigate the Sandata Agency Management system
Initial Login Process
2 min.
Security
Learn to
- Add login privileges permissions for staff
- Add and remove memberships for staff
- Add field staff to the Sandata Mobile Connect app
Adding Login Privileges and Memberships or Permissions to a Staff's Profile
3 min.
Adding a Field Staff to the Sandata Mobile Connect App
2 min.
Remove Memberships from a Staff's Profile
2 min.
Updating Unique Permissions on a Staff's Profile
2 min.
Client Management
Learn to
- Add and activate new clients
- Update client records
- Discharge a client
- Reactivate a client
Adding and Activating a New Client
7 min.
Updating a Client's Record
2 min.
Discharging a Client
2 min.
Reactivating a Client
2 min.
Staff Management
Learn to
- Search for staff
- Add and activate new staff
- Update staff records
- Deactivate and reactivate staff
Searching for a Staff
3 min.
Adding and Activating a New Staff
5 min.
Updating a Staff's Record
2 min.
Deactivating a Staff
2 min.
Reactivating a Staff
2 min.
Scheduling
Learn to
- Create schedules for a single day
- Create schedules for multiple events
- Create schedules from an authorization
- Create schedules from a client or staff record
- Change times on an individual schedule
- Cancel a scheduled visit
- Perform mass edits on schedules
- Create, copy and generate permanent templates
Scheduling Overview
4 min.
Creating a Schedule for a Single Day
3 min.
Creating Schedules for Multiple Events
3 min.
Scheduling from an Authorization
2 min.
Scheduling from a Client or Staff Record
2 min.
Changing Times on an Individual Schedule
2 min.
Cancelling a Scheduled Visit
2 min.
Performing a Mass Edit on Schedules
3 min.
Creating a Permanent Template
3 min.
Copying a Permanent Template
1 min.
Generating a Permanent Template
2 min.