Electronic Visit Verification (EVV): Training Workers
These resources will help train anyone who will use the Sandata EVV system to check in and out of visits, including workers and independent nurses.
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 using another, if needed.
For the most reliable way to check in and out of visits, download the SMC app to your smartphone or tablet. Simply search for “Sandata Mobile Connect” in the device’s app store and look for this dark blue logo.
FAQs for worker training
View additional frequently asked questions and their answers on the EVV FAQ webpage.
Most workers will not need to review all the resources. Use the combination of topics and resources that makes the most sense for your needs: written materials, video, or presentations.
Training Workers for Electronic Visit Verification, P-02851, outlines six simple steps for training workers on the Sandata EVV system.
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.
Worker resources
| Resource Title and Languages | Description |
|---|---|
| EVV Informational Video, in English | DHS video: What EVV is and how EVV information is collected during a visit (2:58 minutes) |
| EVV Member Flyer, P-02730, in Hmong, Somali, Spanish | DHS written material: Introductory information about EVV for members or workers |
| Worker Visit Card Template, P02844A, in English, Hmong, Spanish, Ukrainian | DHS written material: A printable card that can be filled in with the EVV information needed to check in and out of a visit |
| EVV Fundamentals - Sandata Methods, in English, Hmong, Spanish, Ukrainian | DHS presentation: Understand EVV better. Learn the three ways EVV information can be collected during a visit: the SMC app, TVV, and FVV. Review helpful EVV resources. |
| EVV Fundamentals - Sandata Methods | DHS video: Understand EVV better. Learn the three ways EVV information can be collected during a visit. Basic information (3:53), sample visit video (6:29), using the SMC app (14:30), using TVV (19:05), using FVV (21:50), other features (24:47), training resources (29:09). (31:18 minutes total) |
| Wisconsin Service List (PDF), in English | Sandata written material: Service code information needed to complete visits using EVV. For translations, please contact EVV Customer Care: email vdxc.contactevv@wisconsin.gov or 833-931-2035. |
| Wisconsin Task List (PDF), in English | Sandata written material: Only used if the provider agency requires tasks be entered for record of care within EVV. Task code information needed to complete visits. For translations, please contact EVV Customer Care: email vdxc.contactevv@wisconsin.gov or 833-931-2035. |
| Resource Title and Languages | Description |
|---|---|
| EVV Sandata Mobile Connect Essentials | DHS video: EVV basics (3:22), get the SMC app and log in (4:29), options and settings (13:17), password reset (15:56), start (20:14) and complete (25:21) a visit on the app, abandon visit options (26:46), offline mode (28:28), switch service options (33:24), group visit option (36:28), tasks and notes option (39:29), client verification option (41:18) support resources (43:20). (44:53 total minutes) |
| EVV Sandata Mobile Connect Essentials, in English, Burmese, Hmong, Karen, Russian, Spanish, Swahili, Ukrainian | DHS presentation: How to log in and complete a visit on Sandata’s app, how to reset the new SMC app password, how the SMC app works when Wi-Fi or cell service is not available, and useful tips |
| Sandata written material: Sandata's complete written instructions for downloading and using the SMC app during a visit | |
| Sandata Mobile Connect, in English | Sandata video: Sandata's complete video list for downloading and using the SMC app during a visit |
| First Time Log-In, in English | Sandata video: Logging in to the SMC app for the first time (2:55 minutes) |
| Starting a Visit from the Search Client tab (Unknown Client), in English | Sandata video: Checking in and out for a visit when a member's or participant's Sandata ID is not confirmed, with tasks and client verification, using the SMC app (4:49 minutes) |
| Completing a Visit, in English | Sandata video: Checking in and checking out of a visit, with tasks and client verification, using the SMC app (5:05 minutes) |
| Starting a Group Visit, in English | Sandata video: Checking in for a visit with more than one member or participant at the same place, and then checking out for one at a time, using the SMC app (3:38 minutes) |
| Starting a Group Visit (All Clients), in English | Sandata video: Checking in for a visit with more than one member or participant at the same place, and then checking out for all at the same time, using the SMC app (3:38 minutes) |
| Adding a Client to a Group Visit, in English | Sandata video: Checking in for a visit with more than one member or participant at the same place and same time using the SMC app (1:15 minutes) |
| Resource Title and Languages | Description |
|---|---|
| EVV Group Visits, in English, Burmese, Hmong, Karen, Spanish, Swahili, Ukrainian | DHS presentation: 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 at slide seven). |
| Starting a Group Visit, in English | Sandata video: Checking in for a visit with more than one member or participant at the same place, and then checking out for one at a time, using the SMC app (3:38 minutes) |
| Starting a Group Visit (All Clients), in English | Sandata video: Checking in for a visit with more than one member or participant at the same place, and then checking out for all at the same time, using the SMC app (3:38 minutes) |
| Adding a Client to a Group Visit, in English | Sandata video: Checking in for a visit with more than one member or participant at the same place and same time using the SMC app (1:15 minutes) |
| Sample TVV Group Visit Call Reference Guide (PDF) | Sandata written material: Sample of the written guide for checking in and out for group visits using TVV. (Workers should be given the provider- specific call reference guides from the provider's Welcome Kit email when possible.) For translations, please contact EVV Customer Care: email vdxc.contactevv@wisconsin.gov or 833-931-2035. |
| Resource Title and Languages | Description |
|---|---|
| Sample TVV Call Reference Guide (PDF) | Sandata written material: Sample of the written guide for checking in and out using TVV. (Workers should be given the provider- specific call reference guides from the provider's Welcome Kit email when possible.) For translations, please contact EVV Customer Care: email vdxc.contactevv@wisconsin.gov or 833-931-2035. |
| Sample TVV Group Visit Call Reference Guide (PDF) | Sandata written material: Sample of the written guide for checking in and out for group visits using TVV. (Workers should be given the provider- specific call reference guides from the provider's Welcome Kit email when possible.) For translations, please contact EVV Customer Care: email vdxc.contactevv@wisconsin.gov or 833-931-2035. |
| Sandata Telephonic Visit Verification, P-02752, in English, Burmese, Hmong, Karen, Russian, Spanish, Ukrainian | DHS presentation: Using a phone (landline or fixed VoIP) to check in and out during a visit |
| Call In, in English | Sandata video: Using a phone (landline or fixed VoIP) to check in during a visit (0:56 minute) |
| Call Out, in English | Sandata video: Using a phone (landline or fixed VoIP) to check out during a visit (1:24 minutes) |
| Resource Title | Description |
|---|---|
| Sample FVV Call Reference Guide (PDF) | Sandata written material: Sample of the written guide for checking in and out using FVV. (Workers should be given the provider- specific call reference guides from the provider's Welcome Kit email when possible.) For translations, please contact EVV Customer Care: email vdxc.contactevv@wisconsin.gov or 833-931-2035. |
| Sandata Fixed Visit Verification (FVV), P-03569, in English, Burmese, Hmong, Karen, Russian, Spanish, Vietnamese | DHS presentation: Using an FVV device to check in and out during a visit (Note: Workers should start viewing at slide 18.) |
| Sandata Fixed Visit Verification (FVV) | DHS video: (Note: Workers should start viewing at 8:01.) Overview of the fixed visit verification (FVV) device (1:40), how to request an FVV device (3:59), the FVV process for workers/employees (8:01), troubleshooting (18:37), how to return the FVV device (21:44), and the FVV report for administrative use (23:01). (24:36 minutes total) |
| Fixed Visit Verification Call Process, in English | Sandata video: Using any phone to call in FVV visit information after a visit (2:24 minutes) |
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.