Sandata Electronic Visit Verification (EVV)
Transcript of Sandata Electronic Visit Verification (EVV)
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SANDATA ELECTRONIC VISIT VERIFICATION
November 2019
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CT CDS – SMC & TVVSlide 2
Sandata Mobile Connect (SMC)
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CT CDS – SMC & TVVSlide 3
INTRODUCTION
As part of the Sandata EVV system Employees providing care, call-in and call-
out for every visit. The call process captures the visit start and
end times, the service provided and the tasks performed.
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CT CDS – SMC & TVVSlide 4
INTRODUCTION
To capture this information either: Download the Sandata mobile application
to smart phone/tablet device
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CT CDS – SMC & TVVSlide 5
INTRODUCTION
The mobile app, Sandata Mobile Connect (SMC) is a method which allows the employee to start and end a visit without requiring the use of the employer’s home telephone.
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CT CDS – SMC & TVVSlide 6
REQUIREMENTS
As part of the visit call-out process, the employee passes the device to the employer to confirm the service and times for a visit and provide an electronic signature, by signing on the device or recording the voice.
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CT CDS – SMC & TVVSlide 7
REQUIREMENTS: INITIAL SET-UP
When you log in to SMC for the first time, you will need to enter the following data elements:• Company ID: 2-Sandata account #
(always the number 2, a dash and the agency provider’s assigned Sandata account #)
• Username: employee’s email address• Password: the temporary password
emailed to the employee’s email address entered when creating the employee
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CT CDS – SMC & TVVSlide 8
REQUIREMENTS: INITIAL SET-UP
Upon logging in to SMC for the first time, the employee is asked to select and define answers to a set of security questions.
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CT CDS – SMC & TVVSlide 9
REQUIREMENTS: INITIAL SET-UP
After answering the required security questions, the next screen prompts the employee to create a new password.
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CT CDS – SMC & TVVSlide 10
REQUIREMENTS: INITIAL SET-UP
After answering the required security questions, the next screen prompts the employee to create a new password. Passwords are case sensitive.
They must be at least eight characters long, have at least one upper case, one lower case letter, one numeric character and one “special” character (i.e. @#$%^).
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CT CDS – SMC & TVVSlide 11
After successfully logging in with the new password, the next screen prompts the employee to confirm the language preference from a drop-down list on the screen.
REQUIREMENTS: INITIAL SET-UP
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CT CDS – SMC & TVVSlide 12
NAVIGATING THE HOME SCREEN
Upon successfully logging in to SMC, the user is presented with the Home screen. From this screen, the user is able to: Tap on the name to select the client
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CT CDS – SMC & TVVSlide 13
NAVIGATING THE HOME SCREEN
The user can also tap the menu icon in the upper-left corner of the screen to access: My Visits -
Clients – to perform a client search.
Settings – to change language preference and password. All other options on the settings screen are disabled.
GPS Map
Help – to open the SMC help guide.
Sign Out – to exit SMC (The user can also tap the Sign Out icon in the upper-right corner of the screen to log out of SMC).
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CT CDS – SMC & TVVSlide 14
STARTING A VISIT
1. Log in to SMC.2. Tap the displayed client.3. Tap the CONTINUE.
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CT CDS – SMC & TVVSlide 15
4. Tap on the desired Service from the drop-down list and tap OK.
STARTING A VISIT
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CT CDS – SMC & TVVSlide 16
STARTING A VISIT
6. Tap Start Visit. 7. Tap Yes to confirm the start of the visit.
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CT CDS – SMC & TVVSlide 17
SMC CHECK IN DEMO
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CT CDS – SMC & TVVSlide 18
COMPLETING A VISIT:EMPLOYEE
1. Log in to SMC.2. Tap RESUME VISIT.
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CT CDS – SMC & TVVSlide 19
3. Tap ADD TASKS. Select the tasks performed.4. Select if task completed or refused.
COMPLETING A VISIT:EMPLOYEE
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CT CDS – SMC & TVVSlide 20
3. Tap VISIT NOTE to enter a note, if necessary.
4. Tap COMPLETE VISIT.
COMPLETING A VISIT:EMPLOYEE
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CT CDS – SMC & TVVSlide 21
5. Tap CONFIRM and pass the device to the client.
COMPLETING A VISIT:EMPLOYEE
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CT CDS – SMC & TVVSlide 22
1. Tap CONTINUE. 2. Select preferred language.3. Tap CONTINUE.
COMPLETING A VISIT:CLIENT
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CT CDS – SMC & TVVSlide 23
COMPLETING A VISIT:CLIENT
4. Tap either DENY orCONFIRM for both theService and the Visit Time.
5. Tap CONTINUE.
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CT CDS – SMC & TVVSlide 24
COMPLETING A VISIT:CLIENT
6. Tap CONFIRM.
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CT CDS – SMC & TVVSlide 25
COMPLETING A VISIT:CLIENT
There are 2 methods of client signature for confirmation/approval of a visit: Signature Voice Recording
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CT CDS – SMC & TVVSlide 26
COMPLETING A VISIT:CLIENT
Signature: Sign in the box
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CT CDS – SMC & TVVSlide 27
Voice Recording:1. Tap the circle to record your name and the date. 2. Tap the circle to end the recording.3. Tap CONTINUE.
COMPLETING A VISIT:CLIENT
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CT CDS – SMC & TVVSlide 28
Identification Summary If both voice recording and signature exists, SMC prompts the
user to choose which confirmation to associate to the visit.
COMPLETING A VISIT:CLIENT
4. Tap SUBMIT.
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CT CDS – SMC & TVVSlide 29
COMPLETING A VISIT:CLIENT
5. Tap Continue. The visit is successfully submitted and the initial Login screen displays.
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CT CDS – SMC & TVVSlide 30
SMC CHECK OUT DEMO
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CT CDS – SMC & TVVSlide 31
Telephonic Visit Verification(TVV)
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CT CDS – SMC & TVVSlide 32
TVV
• TVV is available as an alternative to the mobile app call-in/call-out process.
• TVV should be utilized in cases where SMC is not available (e.g., the device has not been charged, connectivity issues, etc.).
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CT CDS – SMC & TVVSlide 33
ENGLISH CALL TOOLKIT
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CT CDS – SMC & TVVSlide 34
ENGLISH CALL TOOLKIT
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CT CDS – SMC & TVVSlide 35
ENGLISH CALL TOOLKIT
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CT CDS – SMC & TVVSlide 36
TVV CALL IN DEMO
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CT CDS – SMC & TVVSlide 37
TVV CALL OUT DEMO
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CT CDS – SMC & TVVSlide 38
EVV Portal
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CT CDS – SMC & TVVSlide 39
How to Log In1. From your computer, open an web browser such as Internet
Explorer, Mozilla Firefox or Google Chrome. 2. Type the website https://evv.sandata.com at the top of the
screen
OVERVIEW
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CT CDS – SMC & TVVSlide 40
How to Log In:1. Enter your AGENCY STX number.2. Enter your USERNAME.3. Enter your PASSWORD.
Remember, passwords are case sensitive
4. Check the REMEMBER ME box if you want the Agency STX number and Username saved.
5. Click LOGIN
OVERVIEW
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CT CDS – SMC & TVVSlide 41
Navigating the Portal After successful login, the Visit Maintenance screen displays. Available modules are listed on the panel to the left of the
screen.
OVERVIEW
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CT CDS – SMC & TVVSlide 42
Navigating the Portal Use the <Tab> key on the computer keyboard to move
through the system.
OVERVIEW
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CT CDS – SMC & TVVSlide 43
Navigating the Portal Clicking Navigate Modules on the Navigation panel opens
the Navigate Modules field. This allows users to jump between screens by typing the name of the screen.
OVERVIEW
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CT CDS – SMC & TVVSlide 44
Visit Maintenance
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CT CDS – SMC & TVVSlide 45
INTRODUCTION
• The Visit Maintenance module provides the ability to review, modify and correct incomplete visits so they can be approved for payroll purposes.
• A visit includes an employee, a client, a service, GPS location for the mobile app or the telephone number, the client verification information, as well as call-in and call-out times (date and time) from a client’s location.
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CT CDS – SMC & TVVSlide 46
INTRODUCTION
• If a visit is missing information or information could not be verified, the Sandata EVV system will list the issue as an “exception”. There are two types of exceptions, ones that need to be fixed and ones that need to be acknowledged.
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CT CDS – SMC & TVVSlide 47
INTRODUCTION
• A visit goes through various statuses as it occurs and information is received and updated.
Visit is in process Visit has taken place but has exceptions. Additional information is needed to be verified.
There are no exceptions for the visit and it is pending your approval.
Visit is ready to be exported for payroll.
Visit was processed by daily payroll export.