Electronic Visit Verification (EVV): Independent Nurse Training

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.

Refer to these policy resources:

• Fee-for-service providers can find policy in the BadgerCare Plus and Medicaid program area of the Online Handbook. The Online Handbook is updated whenever policy becomes effective and reflects the current guidance that providers should follow.
• Family Care providers should refer to the Electronic Visit Verification section of the Family Care program area of the Online Handbook.
• Family Care Partnership providers should refer to the Electronic Visit Verification section of the Family Care Partnership program area of the Online Handbook.
• IRIS (Include, Respect, I Self-Direct) providers should reference IRIS EVV Policy, P-03053, or your HMO or MCO. 

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.

Fee-for-service providers will receive a claim denial on their remittance advice with an explanation of benefits (EOB) message. The two fee-for-service EVV EOB messages are:

• #1047 "EVV system visit not found"
• #1048 "EVV system units do not meet requirements of visit"

If there is a different EOB message, then the claim was not denied because of EVV.

Providers can view EOB codes and descriptions for any claim submitted to ForwardHealth on the ForwardHealth Portal. For all other payers, providers, including independent nurses, should contact their payer for specific information about claim denial messages on their EOB (also called remittance advice) and resubmitting claims.

As a reminder, EVV visits must be in verified status to be matched to a claim.

Providers can find more information about EVV and claims in:

• The EVV Lifecycle flyer, P-03124 (PDF)—A snapshot of how EVV visit records fit into the general claims process.
• Fee-for-Service EVV Administrator Training: Claims Edits written presentation (PDF) or video—A detailed presentation explaining how EVV fits in the claim process, explanation of benefit (EOB) codes for EVV, how to resolve edits to resubmit a claim, span billing, and best practices.