Sandata EVV Videos

Refresh your skills and knowledge of Sandata EVV 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 Sandata EVV.

Watch the videos to learn more about EVV process.

Learn to

  • Reset a password.

  • Use Chat and Messages

EVV Chat

4 min.

EVV Navigation and Settings

6 min.

Initial Log In Process

4 min.

Message in EVV

1 min.

Enter Adjusted Times

2 min.

Create Call

4 min.

Merge Calls

2 min.

Security Overview

2 min.

Security - Change Password

1 min.

Watch the Client videos to learn more about the Client process.

Learn to

  • Create Clients

  • Manage Client files

Client Overview

2 min.

Create a Client

7 min.

Create Client

5 min.

Modify Client

2 min.

Terminate - Reactivate Client

3 min.

Unknown Client Exceptions

2 min.

Watch the Employee videos to learn more about the Employees process.

Learn to

  • Create Employees

  • Manage Employee files

Employee Overview

2 min.

Create Employee

2 min.

Modify Employee

2 min.

Terminate - Reactivate Employee

3 min.

Unknown Employee Exceptions

2 min.

Watch the Plan of Care videos to learn more about the Plan of Care process.

Learn to

  • Create a Plan of Care

  • Update a Plan of Care

Create a New Plan of Care

3 min.

Close a Plan of Care

1 min.

Search for a Plan of Care

1 min.

Update a Plan of Care

2 min.

View a Plan of Care

2 min.

Watch the Reports videos to learn more about the Reports process.

Learn to

  • Run Reports

  • More information about available reports

Run Reports

2 min.

Active Clients Report

2 min.

Active Employees Report

2 min.

Call Listing Report

2 min.

Client Visit Summary Report

3 min.

Summary Visit Status Report

2 min.

Time Sheet Report

2 min.

Visit Listing Report

2 min.

Visit Log Report

3 min.

Visit Verification Activity Summary Report

3 min.

Visit Verification Report

2 min.

Watch the User and User Roles videos to learn more about the User and User Roles process.

Learn to

  • Create Users and User Roles

  • Edit Users and User Roles

Create User

4 min.

Create User Role

3 min.

Delete User

2 min.

Delete User Role

2 min.

Manage Users Screen

1 min.

Modify User

2 min.

Modify User Role

2 min.

User Account Lock and Unlock

2 min.

Watch the Visits videos to learn more about the Visit process.

Learn to

  • Run Reports

  • More information about available reports

Acknowledging Exceptions

1 min.

Add a Group Visit Code

1 min.

Create a Group Visit Manually in EVV

3 min.

Member Visit Approval

2 min.

Missing Call In and Call Out

2 min.

Missing Service Exception

2 min.

Search for Group Visits

2 min.

Unauthorized Service Exception

2 min.

Visit Details Screen

4 min.

Visit Maintenance Filter and Sort

4 min.

Visit Review Grid

2 min.