Electronic Visit Verification (EVV): Training Workers
EVV hard launch
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 |
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General |
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| 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 |
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| 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 | |
| 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) |
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Video 3: Completing a Visit with Tasks and Client Verification |
Checking out for a visit using the Sandata Mobile Connect app (2:59 minutes) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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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) |
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| 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.) |
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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) |
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| 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) |
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PowerPoint 7: Telephonic Visit Verification |
Using a phone (landline or fixed VoIP) to check in and out during a visit |
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Video 1: Call In with FVV Prompt |
Using a phone (landline or fixed VoIP) to check in during a visit (1:10 minutes) |
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Video 2: Call Out with FVV Prompt |
Using a phone (landline or fixed VoIP) to check out during a visit (2:35 minutes) |
English |
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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) |
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| 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 | |
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Video 1: Fixed Visit Verification Call Process |
Using any phone to call in FVV visit information after a visit (2:35 minutes) |
English |
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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 |