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Electronic Visit Verification (EVV): Training Other Provider Administrators

These resources help administrative staff learn to use the Sandata EVV portal. They can also be used to review information. Use a combination of resources that makes the most sense for your provider agency’s and staff's needs: video, PowerPoint, or written materials.

Review of these materials does not provide credentials from Sandata. Lead EVV administrators who need these credentials should take an online video course from Sandata or attend live webinars when offered (see EVV training webpage). For training workers who visit members or participants in their homes, please see materials on the training workers webpage.

As a reminder, training resources do not supersede DHS policy. Refer to the DHS EVV resources and FAQ webpage for EVV policy information.

Additional languages for written materials can be requested through email at vdxc.contactevv@wisconsin.gov, or call 833-931-2035. Please allow time for translation and delivery.

Resource Title and LanguagesDescription
Training Workers for Electronic Visit Verification, P-02851, in English, Hmong, SpanishDHS written material: Six steps for training workers on the Sandata EVV system
EVV Successful Training, P-02706, in English, Hmong, SpanishDHS written material: Trainer tips for leading successful training sessions
Wisconsin EVV Supplemental Guide, P-02745, in English, Hmong, SpanishDHS written material: Primary resource for navigating the Sandata EVV Portal based on Wisconsin's functionality

Resource Title and LanguagesDescription
ForwardHealth Portal Electronic Visit Verification Portal Functionality User Guide, P-02713 (PDF), in EnglishDHS written material: Administrator instructions for using the ForwardHealth Portal, including how to set up a ForwardHealth account, obtain a unique provider agency ID, obtain unique worker IDs, and manage ForwardHealth Portal users
How Non-Medicaid Providers Apply for an EVV Unique Provider ID, in EnglishDHS video: Administrator instructions for how to set up a ForwardHealth account, obtain a unique provider agency ID, and manage ForwardHealth Portal users (16:29 minutes)
How to Create and Maintain EVV Worker IDs, in EnglishDHS video: Administrator instructions that covers who needs a worker ID, obtaining a single worker ID, obtaining multiple worker IDs, managing worker information, and creating a worker list (19:29 minutes)

Resource Title and LanguagesDescription
EVV Training Registration Quick Reference Guide, P-02837, in English, Hmong, SpanishDHS written material: Directions for accessing the administrator training videos in Sandata's learning management system
Sample Welcome Kit Letter (PDF), in EnglishSandata written material: Sample of the eTRAC email sent to providers when Sandata administrative training is complete (provider specific information is not available on the sample)
Sandata EVV User ManualSandata written material: Sandata's guide to administrative functions of the Sandata EVV Portal, found on the Sandata EVV Portal. Please note it includes functions across all states, and some information will not apply to Wisconsin. Please use the Wisconsin EVV Supplemental Guide, listed above in "General Information," for these important details.
EVV Overview, P-02746, In English, Hmong, SpanishDHS PowerPoint presentation: Background information about EVV
EVV:
Sandata EVV Portal and System
Overview, P-02747, in English, Hmong, Spanish		DHS PowerPoint presentation: Introduction to navigating the Sandata EVV Portal for administrators
EVV: Sandata EVV Portal Security, P-02748, in English, Hmong, SpanishDHS PowerPoint presentation: Setting up Sandata EVV Portal administrative accounts, resetting passwords, and assigning administrative roles

Resource Title and Languages AvailableDescription
Sandata Electronic Visit Verification Portal: Modify Client Data, P-02749, in English, Hmong, SpanishDHS PowerPoint presentation: Managing client information on the Sandata EVV Portal, including a client's status and adding valid and verifiable client phone and address information
How to Change Client Status and Start of Care Date in the Sandata EVV Portal, in EnglishDHS video: How to change a client’s status (pending, active, inactive), their start of care date, and their end of care date in the Sandata EVV Portal (4:37 minutes)
How to Add an Address and Phone Number in the Sandata EVV Portal, in EnglishDHS video: How to add a valid and verifiable address or phone number in the Sandata EVV Portal (4:03 minutes)
Adding Required Authorization
Information in the Sandata EVV
Portal, P-03550 (PDF), in English		DHS PowerPoint presentation: Administrator's steps in the Sandata EVV Portal for adding authorization information

Resource Title and LanguagesDescription
EVV: Employee Data Entry, P-02750, in English, Hmong, SpanishDHS PowerPoint presentation: Searching for and viewing employee information on the Sandata EVV Portal
How to Create and Maintain EVV Worker IDs, in EnglishDHS video: Who needs a worker ID, obtaining a single worker ID, obtaining multiple worker IDs, managing worker information, and creating a worker list (19:29 minutes)
Refresher Training: Worker/Employee Data and Preventing Unknown Employee Exceptions, in EnglishDHS video: How information is exchanged, worker email requirements, editing ForwardHealth worker information, adding visits for a new worker (31:15 minutes)

Below are administrative items related to Sandata visit methods. For full information on how to use Sandata visit methods, please go to the EVV Training Workers webpage.

Resource Title and LanguagesDescription
Requesting a Fixed Visit Verification Device, in EnglishDHS video: FVV requirements and how to request an FVV device in the Sandata EVV Portal (10:40 minutes)
Requesting a Fixed Visit Verification Device, P-03569, in English, Hmong, Spanish DHS PowerPoint presentation: FVV requirements and how to request an FVV device in the Sandata EVV Portal 

Resource Title and LanguagesDescription
EVV Visit Maintenance, P-02754, in English, Hmong, SpanishDHS PowerPoint presentation: Administrative use of the Sandata EVV Portal to make corrections or additions to visit data, including how to clear exceptions and how to prevent exceptions
Refresher Training: Overview of Visit Maintenance, in EnglishDHS video: Understanding the visit life cycle, timeframe for edits, search filters, GPS (42:48 minutes)
Refresher Training: Visit Maintenance and Call Edits, in EnglishDHS video: Editing calls, merging calls, entering manual calls, creating a call, preventing errors (27:14 minutes)
Refresher Training: Visit Maintenance and Clearing Exceptions, in EnglishDHS video: Clearing unknown client exceptions, unauthorized service exceptions, preventing errors (35:28 minutes)

Resource Title and LanguagesDescription
Fee-for-Service EVV Administrator Training: Claim Edits, in EnglishDHS video: How EVV fits in the claim process, explanation of benefit codes for EVV, resolving edits, span billing, and best practices (29:47 minutes)
Fee-for-Service EVV Administrator Training: Claim Edits, P-03570, in English, Hmong, SpanishDHS PowerPoint presentation: How EVV fits in the claim process, explanation of benefit codes for EVV, resolving edits, span billing, and best practices

Resource Title and LanguagesDescription
Sandata EVV Portal Reports, P-02756, in English, Hmong, SpanishDHS PowerPoint presentation: Administrative use of the Sandata EVV Portal to create and download reports to monitor EVV success
Refresher Training: Reports and Capturing Record of Care, in EnglishDHS video: Highlighted reports within the Sandata EVV Portal and data needed to capture record of care for personal care services (46:50 minutes)
Last revised April 18, 2024