Electronic Visit Verification (EVV): Training
- Jump to:
- Initial training for EVV administrators and independent nurses
- Administrator tutorials and refreshers
- Independent nurse tutorials and refreshers
- Worker tutorials and refreshers
- How can I get help?
Who needs EVV training?
Workers, providers, independent nurses, fiscal employer agents (FEAs), and program payers (HMOs and MCOs) all need training to be successful with EVV.
These groups will be using EVV directly. Their training is different based on their roles and the tools they use for EVV:
- Workers, including independent nurses, need to know how to check in and out for visits. 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
- Providers, independent nurses, Family Care FEAs, and microboards need to assign a lead EVV administrator to complete initial EVV trainings. They are then responsible for training other administrators and workers, so they are ready to use EVV. They also use the Sandata EVV Portal (on a laptop or desktop computer) to make sure member information is correct and verify visit data.
- IRIS consultant agencies (ICAs) and the IRIS self-directed personal care (SDPC) agency need information to answer questions. ICAs also provide participants with information needed to train participant-hired workers. For ICAs and the SDPC agency, training on the full EVV system is not required.
- Program payer agencies need to view data on the Sandata aggregator. Find more information on the EVV Payers webpage.
IRIS participants who choose their own workers, instead of working with a provider, will need to make sure their workers are trained and use EVV. The fiscal employer agency (FEA) chooses which EVV system participant-hired workers will use. IRIS consultants can help participants find the resources to train their participant-hired workers. Find more information on the EVV IRIS webpage.
IRIS participants who choose services from a provider will not need to train workers for EVV. The provider will manage the EVV requirements. These participants do not need to take any action.
Choosing an EVV system
Are you just starting out? We've combined all the items to get started in the New to EVV?, P-03078, flyer. This step-by-step guide is for any provider or independent nurse preparing to use an EVV system to capture visit data. It's available in English, Hmong, and Spanish.
Providers using the DHS-provided EVV system, Sandata, use the training resources on this page.
Providers, independent nurses, or FEAs choosing to use an alternate EVV system should review training instructions on the Alternate EVV webpage.
Sandata videos
Sandata offers a series of self-paced videos. Completing this video series gives the lead administrator the link and password for the Sandata EVV Portal. It also prepares the administrator to train others, including workers, for roles in EVV.
Independent nurses are administrators for their business as well as workers. They must take this administrative training if choosing the DHS-provided EVV system, Sandata.
The 90-minute video series offers training on the Sandata EVV Portal. The videos cover the ins and outs of the Sandata EVV system, such as navigating the Sandata EVV Portal and correcting visits. However, the videos are not specific to all of Wisconsin’s features.
- Follow the directions on the EVV Training Registration Guide for Provider Administrators, P-02837 (PDF) to access the Sandata administrative training videos.
- Refer to the Wisconsin EVV Supplemental Guide, P-02745 (PDF) to learn about important Wisconsin-specific EVV features. Allow extra time to compare the videos with the Wisconsin EVV Supplemental Guide.
Refresher resources and tutorials
DHS created resources to guide you, step-by-step, through EVV processes. You can also use the videos, PowerPoints, and written materials to train other team members.
Sandata video tip
Be ready with this information when you register for the Sandata video series:
- The email address listed in the provider ForwardHealth Portal account (the "Mail to" address in the Demographic Maintenance area)
- The eight or nine digit provider Medicaid ID (not a 10 digit NPI)
If you need assistance finding this information, please contact EVV Customer Care at vdxc.contactevv@wisconsin.gov or 833-931-2035.
Tutorials and refreshers
Use these resources to guide you, step-by-step, through EVV processes. 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.