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.

Learn to

  • Use the various Sandata Agency Management modules

Staff Module Training

63 min.

Client Module Training

61 min.

Scheduling Module Training

84 min.

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.

Company Overview

3 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.

Learn to

  • Use Sandata Mobile Connect

 

Sandata Mobile Connect Training

66 min.

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.

Splitting Calls

3 min.

Transitioning from Santrax Visit Maintenance to Sandata Agency ManagementMaintenance

7 min.

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.

Learn to

  • Log in
  • Navigate the Sandata Agency Management system

Initial Login Process

2 min.

Navigation

3 min.

Learn to

  • Add login privileges permissions for staff
  • Add and remove memberships for staff
  • Add field staff to the Sandata Mobile Connect app

 

Security Overview

3 min.

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.

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.

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.

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.