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Electronic Visit Verification (EVV): Training Workers

EVV hard launch

EVV hard launch for personal care and supportive home care services (service codes T1019, T1020, S5125, S5126) begins on May 1, 2023. Read the ForwardHealth Update.

Train the workers who will use an EVV system to check in and out for visits. Use the combination of resources that makes the most sense for your provider agency and workers’ needs. Most workers will not need to review all the resources. These resources can also be used as review and reference materials.

Refer to Training Workers for Electronic Visit Verification for training plan suggestions. As a reminder, training resources do not supersede DHS policy. Refer to DHS EVV Resources and FAQs for EVV policy information. 

Additional languages for written materials can be requested at vdxc.contactevv@wisconsin.gov or 833-931-2035. Please allow 30 business days for translation and delivery.

Resource Title Description Languages Available

General

EVV Informational Video

Learn what EVV is and how EVV information is collected during a visit by watching this short video (2:58 minutes)

English
EVV Fundamentals - An Overview

A video to learn the purpose of EVV, the methods for verifying a client visit, steps needed to start implementing EVV, and where to find EVV resources. (28:54 minutes)

English
EVV Service and Task List

Information workers will need to enter when they complete visits using EVV.

English (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Spanish (PDF)
EVV Worker Visit Template

A card that workers can use during visits to capture vital client information.

English

Mobile Visit Verification with the Sandata Mobile Connect app

EVV Essentials - How to Use the SMC App

A video to learn everything needed to use the Sandata Mobile Connect app, also known as the SMC app. You'll also learn the steps needed to capture a client visit even when WiFi or cell phone coverage is not available. (31:08 minutes)

English
Downloading the Sandata Mobile Connect App from the App Store (for iOS) Written instructions for downloading the correct app for Apple products

English (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF)

Downloading the Sandata Mobile Connect App from the Google Play Store (for Android) Written instructions for downloading the correct app for Android products

English (PDF), Burmese (PDF), Hmong (PDF),Karen (PDF), Russian (PDF), Somali (PDF), Spanish ((PDF)

Sandata Mobile Connect App Guide for Employees Written instructions for using the Sandata Mobile Connect app during a visit

English (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian ((PDF), Spanish (PDF)

PowerPoint 6: Sandata Mobile Connect Basic functionality of the Sandata Mobile Connect app 

English, Burmese, Hmong, Karen, Russian, Spanish 

Video 1: Initial Setup and Credentials

Downloading the Sandata Mobile Connect app and logging in for the first time (2:57 minutes)

English
Video 2: Starting a Visit

Checking in for a visit using the Sandata Mobile Connect app (1:20 minutes)

English

Video 3: Completing a Visit with Tasks and Client Verification

Checking out for a visit using the Sandata Mobile Connect app (2:59 minutes)

English

Video 4: Starting a Group Visit

Checking in for a visit with more than one member or participant at the same place and same time using the Sandata Mobile Connect app (2:17 minutes)

English

Video 5: Completing a Group Visit at the Same Time

Checking in for a visit with more than one member or participant at the same place and same time using the Sandata Mobile Connect app (0:59 seconds)

English

Video 6: Completing an Individual Visit in a Group Visit

Checking out for a visit with more than one member or participant at the same place and same time using the Sandata Mobile Connect app (1:17 minutes)

English

Video 7: Starting an Unknown Visit

Checking in for a visit when a member's or participant's Sandata ID is not confirmed using the Sandata Mobile Connect app (1:41 minutes)

English

Video 8: Completing an Unknown Visit

Checking out for a visit when a member's or participant's Sandata ID is not confirmed using the Sandata Mobile Connect app (59 seconds)

English

Video 9: Adding an Unknown Client to a Group Visit

Checking in for a visit with more than one member or participant at the same place and same time when one member's or participant's Sandata ID is not confirmed using the Sandata Mobile Connect app (1:42 minutes)

English

Video 10: Abandoning a Group Visit

Ending a visit with more than one member or participant at the same place and same time when the check-out at the correct time was missed using the Sandata Mobile Connect app (0:52 seconds)

English

Refresher Training: Sandata Mobile Connect (SMC) App

SMC set up, new Sandata logo, resetting a password, typical visit with and without tasks and client verification, offline visits, recording multiple service codes (47:39 minutes)

English

Mobile Visit Verification with the Sandata Mobile Connect app OR Telephonic Visit Verification (TVV)

PowerPoint 10: Group Visits

Checking in and out for visits to more than one member or participant at the same place during the same visit and same time using the Sandata Mobile Connect app or Telephonic Visit Verification (Note: Workers should start viewing this PowerPoint at slide seven.)

English, Hmong, Spanish

Refresher Training: Group Visits

When to use a group visit and ending group visits individually or all at once when using the Sandata Mobile Connect app or Telephonic Visit Verification (20:00 minutes) English

Telephonic Visit Verification (TVV)

Sample Call Reference Guide - Basic A sample of the written guide to checking in and out for most visits included in the provider agency's welcome kit (Workers should be given the provider-agency specific Call Reference Guides from the welcome kit email.)

English (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF)

Sample Call Reference Guide - Group Visits A sample of the written guide to checking in and out for group visits included in the provider agency's welcome kit (Workers should be given the provider-agency specific Call Reference Guides from the welcome kit email.)

English (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF)

PowerPoint 7: Telephonic Visit Verification

Using a phone (landline or fixed VoIP) to check in and out during a visit

English, Burmese, Hmong, Karen, Russian, Spanish

Video 1: Call In with FVV Prompt

Using a phone (landline or fixed VoIP) to check in during a visit (1:10 minutes)

English

Video 2: Call Out with FVV Prompt

Using a phone (landline or fixed VoIP) to check out during a visit (2:35 minutes)

English

Refresher Training: Telephonic Visit Verification (TVV)

Using the Call Reference Guide and typical visit with and without tasks and client verification (26:31 minutes) English

Fixed Visit Verification (FVV)

Sample Call Reference Guide A sample of the written guide to checking in and out for group visits included in Fixed Visit Verification mailing (Workers should be given a copy of the provider-agency specific Call Reference Guides from the mailing.)

English (PDF), Burmese ((PDF), Hmong ((PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF)

PowerPoint 8: Fixed Visit Verification Using an FVV device to check in and out during a visit 

English, Burmese, Hmong, Karen, Russian, Spanish

Video 1: Fixed Visit Verification Call Process

Using any phone to call in FVV visit information after a visit (2:35 minutes)

English

Refresher Training: Fixed Visit Verification (FVV)

Who is eligible for an FVV device, keeping organized, using the Call Reference Guide, typical visit with and without tasks and client verification, FVV report, returning a device, reporting a lost device (46:02 minutes) English

 

Last revised March 7, 2023