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Electronic Visit Verification (EVV): Independent Nurse Training

 New! Live Webinars for Independent Nurses and Providers

These optional webinars can help independent nurses and other providers prepare for hard launch. Each session will include a question-and-answer portion.


Independent nurse training

Independent nurses choosing the DHS-provided Sandata system can use the resources on this page to learn about their two roles within EVV:

  • Administrator role. The independent nurse makes sure client authorization information is loaded to Sandata. They also make sure visit information is complete and accurate (verified). This is done in the Sandata EVV Portal, using a laptop or desktop computer. Sandata's online video course provides the basic training and credentials needed to get started. When you are ready for step-by-step instruction, access DHS' tutorials and refreshers on the Administrator training webpage.
  • Worker role. The independent nurse checks in and out of a visit with the client. There are three methods to choose from:

    • Sandata Mobile Connect (SMC) app uses a smartphone or tablet
    • Telephonic visit verification (TVV) uses the client's landline phone
    • Fixed visit verification (FVV) uses a small device ordered from Sandata, followed by a phone call

    You can choose whichever method works best. You can check in with one method and check out of the visit using another, if needed. Access trainings about each of these three methods on the Worker training webpage.

Independent nurses using an alternate EVV system should complete the training steps on the Alternate EVV webpage.


Independent nurse FAQs

To set up your Sandata system and receive the link, username, and password from Sandata:

  1. Follow the steps in the EVV Training Registration Guide for Provider Administrators, P-02837 (PDF) to register for Sandata's self-paced video series.
  2. Watch the self-paced videos. This can be done in several sittings or all at once. The videos take about 90 minutes total.
  3. Reference the Wisconsin EVV Supplemental Guide, P-02745 (PDF) to learn what is different in Wisconsin.
  4. Look for the Welcome Kit email from eTRAC two days after completing these administrative training videos. The Welcome Kit includes your credentials (link, username, and password) to login to your Sandata EVV Portal.
    • Use the temporary password provided to login to your Sandata EVV Portal.
    • Reset your password.
    • Begin using the Sandata EVV Portal for your administrator role.

When you are ready for step-by-step instruction, access DHS' tutorials and refreshers on the Administrator training webpage.

Link (or “associate”) yourself as a worker to your “agency” on your ForwardHealth Portal account. Associating yourself as a worker links the EVV information that you capture during a visit to the agency claims you submit.

  1. Step-by-step instructions for associating workers can be found in chapter 7 of the EVV Portal Functionality User Guide, P-02713 (PDF). A video tutorial is also available.
  2. Two days later, you will receive a separate email from MobileAM_Admin@sandata.com for your use as a worker. This email will give you a temporary password for the Sandata Mobile Connect (SMC) app. If you will be using the SMC app:
    • Download the SMC app to your smartphone or tablet.
    • Use the temporary password provided within 60 days to login to the SMC app.
    • Reset the password.
    • Begin using the SMC app during visits to clients.

Independent nurses check in at the beginning and check out at the end of each visit, using a smart phone or tablet for the SMC app, a landline telephone, or a small digital device from Sandata (followed by a phone call). Access trainings about any of these methods on the Worker training webpage.

Request written materials in other languages by contacting EVV Customer Care. Email vdxc.contactevv@wisconsin.gov or call 833-931-2035. Please allow time for translation and delivery.

Refer to these policy resources:


Tutorials and refreshers

Resource Title and LanguagesDescription
EVV and Independent Nurses, P-03626, in English (PDF)DHS PowerPoint presentation: An introduction to what EVV looks like for independent nurses using the DHS-provided Sandata system: Your role as a worker, including efficient use of Sandata’s app; and your role as an administrator, including adding client authorization information, correcting exceptions, understanding EVV and claims, and using best practices.

Use the resources below to guide you, step-by-step, through specific EVV tasks. Use a combination of resources that makes the most sense for your needs: video, PowerPoint, or written materials.


How can I get help?

Contact Wisconsin EVV Customer Care at vdxc.contactevv@wisconsin.gov, or call 833-931-2035 for help with all EVV questions.

Glossary

 
Last revised July 3, 2024