Electronic Visit Verification (EVV): Refresher Training

Starting October 28, 2021! Join our online refresher sessions for provider agency administrators who are using the DHS-provided Sandata system. The refresher trainings target a new topic each session through November 12, 2021.

Date and Time Topics Covered Reference Materials

Thursday, October 28, 2021

Noon to 1:30 p.m.

Overview of EVV and the DHS-provided Sandata system: How information is exchanged, resetting passwords for Sandata EVV Portal users

PowerPoint 1: Program Overview

PowerPoint 2: Sandata EVV Portal System Overview

PowerPoint 3: Security Format

Wisconsin Supplemental Guide

Monday, November 1, 2021

Noon to 1:30 p.m.

Client data: How information is exchanged, adding a valid and verifiable address or phone for a client, checking authorization information, adding a fee-for-service client

PowerPoint 4: Client Format

Demonstration video: Create Fee-for-Service Client

Modifying Client Data

Wisconsin Supplemental Guide

Tuesday, November 2, 2021

Noon to 1:30 p.m.

Worker/employee data and preventing unknown employee exceptions: How information is exchanged, worker email requirements, editing ForwardHealth worker information, adding visits for a new worker

PowerPoint 5: Employee Format

ForwardHealth Portal EVV User Guide

Worker Visit Card Template (see Resources)

PowerPoint 9: EVV Visit Maintenance

Wisconsin Supplemental Guide

Wednesday, November 3, 2021

Noon to 1:30 p.m.

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

PowerPoint 6: Sandata Mobile Connect

Worker Visit Card Template (see Resources)

Wisconsin Supplemental Guide

Thursday, November 4, 2021

Noon to 1:30 p.m.

Telephonic Visit Verification (TVV): Using the Call Reference Guide and typical visit with and without tasks and client verification

PowerPoint 7: Telephonic Visit Verification

Worker Visit Card Template (see Resources)

Call Reference Guide (see Training Workers

EVV Service and Task List (see Training Workers

Wisconsin Supplemental Guide

Friday, November 5, 2021

Noon to 1:30 p.m.

Fixed Visit Verification (FVV): Who is elegible 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

PowerPoint 8: Fixed Visit Verification

Demonstration Video: Request a Fixed Visit Verification Device

Worker Visit Card Template (see Resources)

Call Reference Guide (see Training Workers

EVV Service and Task List (see Training Workers

Wisconsin Supplemental Guide

Monday, November 8, 2021

Noon to 1:30 p.m.

Group visits: When to use a group visit and ending group visits individually or all at once

PowerPoint 10: Group Visits

Worker Visit Card Template (see Resources)

Call Reference Guide (see Training Workers

EVV Service and Task List (see Training Workers

Wisconsin Supplemental Guide

Tuesday, November 9, 2021

Noon to 1:30 p.m.

Overview of visit maintenance: Visit life cycle, timeframe for edits, search filters, GPS

PowerPoint 9: EVV Visit Maintenance

Wisconsin Supplemental Guide

Wednesday, November 10, 2021

Noon to 1:30 p.m.

Visit maintenance and call edits: Editing calls, merging calls, entering manual calls, creating a visit, preventing errors

PowerPoint 9: EVV Visit Maintenance

Wisconsin Supplemental Guide

Thursday, November 11, 2021

Noon to 1:30 p.m.

Visit maintenance: Unknown client exceptions, unauthorized service exceptions, preventing errors

PowerPoint 9: EVV Visit Maintenance

Modifying Client Data

Wisconsin Supplemental Guide

Friday, November 12, 2021

Noon to 1:30 p.m.

Reports and capturing record of care

PowerPoint 11: Reports

Wisconsin Supplemental Guide

 

Last Revised: October 7, 2021