Electronic Visit Verification (EVV): Training Other Provider Agency Administrators

These resources help administrative staff learn to use the Sandata EVV Portal. Use a combination of resources that makes the most sense for your provider agency’s and staffs' needs. These resources can also be used as review and reference materials. For training workers who visit members or participants in their homes, please see materials on the Training Workers webpage.

Review of these materials does not provide credentials from Sandata. Lead EVV administrators who need these credentials should attend an online course.

Additional languages for written materials can be requested via email. Please allow 30 business days for translation and delivery.

General information

Resource Title Description Languages Available
Provider Agency EVV Checklist, P-02759 Steps to take after the lead EVV administrator completes training

English, Hmong, Spanish

EVV Successful Training, P-02706 Tips for leading successful training sessions

English, Spanish, Hmong

Getting started: ForwardHealth Portal

Resource Title Description Languages Available
ForwardHealth Portal Electronic Visit Verification Portal Functionality User Guide, P-02713 Administrator instructions for using the ForwardHealth Portal  English (PDF)

Getting started: Sandata EVV Portal

Resource Title Description Languages Available
Sample Welcome Kit Letter Sample of the email sent to provider agencies when Sandata training is complete (provider-agency specific information is not available on the sample) English (PDF)Burmese (PDF)Hmong (PDF),
Karen (PDF)Spanish (PDF)
Wisconsin EVV Supplemental Guide, P-02745 Primary resource for navigating the Sandata EVV Portal based on Wisconsin's needs; companion to the Sandata Provider Agency Training Guide

English, Hmong, Spanish 

Sandata EVV Provider Agency Training Guide Step-by-step guide to using the Sandata EVV Portal; companion to the Wisconsin EVV Supplemental Guide

English (PDF), Hmong (PDF), Karen (PDF)Spanish (PDF)

Provider Agency Self-Paced Learning Training Agenda, P-02743 Topics covered in Sandata on-demand video training

English, Hmong, Spanish

Self-Paced (On-Demand) Training for Provider Agencies Videos Provider agency administrator training videos that require signing into Sandata's learning management system English
PowerPoint 1: Program Overview, P-02746 Background information about EVV 

EnglishBurmese, Hmong, KarenSpanish

PowerPoint 2: Sandata EVV Portal System Overview, P-02747 Introduction to navigating the Sandata EVV Portal

English, Burmese, Hmong, Karen, Spanish

PowerPoint 3: Security Format, P-02748 Administrator use to set up accounts and administrative roles on the Sandata EVV Portal

English, Burmese, Hmong, Karen, Spanish

Client data

Resource Title Description Languages Available
PowerPoint 4: Client Format, P-02749 Administrator use to manage client information on the Sandata EVV Portal

English, Burmese, Hmong, Karen  Spanish

Demonstration Video: Create Fee-for-Service Client Video demonstration of how to create a Fee-for-Service client in the Sandata EVV Portal if a prior authorization is not yet on file with ForwardHealth (14:23 minutes) Video in English, PowerPoint in English (PDF), Hmong (PDF)Spanish (PDF)
Modifying Client Data PowerPoint and video presentation of how to add a valid and verifiable address or phone number and how to change client status information, including Start of Care date, in the Sandata EVV Portal (12:11 minutes) Video in English; PowerPoint in English (PDF)
Demonstration Video: How to Change Client Status and Start of Care Date Brief video demonstration of how to change a client’s status (pending, active, inactive), their start of care date, and their end of care date in the Sandata EVV Portal (4:37) Video in English
Demonstration Video: How to Add an Address and Phone Number Brief demonstration of how to add a valid and verifiable address or phone number in the Sandata EVV Portal (4:03 minutes) Video in English

Employee data

Resource Title Description Languages Available
PowerPoint 5: Employee Format, P-02750 Administrator use to view employee information on the Sandata EVV Portal

English, Burmese, Hmong, Karen, Spanish

Visit methods

Resource Title Description Languages Available
PowerPoint 6: Sandata Mobile Connect, P-02751 Basic functionality of the mobile app for visits using Mobile Visit Verification

English, Burmese, Hmong, Karen, Russian, Spanish

PowerPoint 7: Telephonic Visit Verification, P-02752 Using a home phone to check in and out during a visit

English, Burmese, Hmong, Karen, Russian, Spanish

PowerPoint 8: Fixed Visit Verification, P-02753 Using a fixed device to check in and out during a visit 

English, Burmese, Hmong, Karen, Russian, Spanish

Demonstration Video: Request a Fixed Visit Verification Device

Video presentation and demonstration of FVV requirements and how to request an FVV device in the Sandata EVV Portal (10:40 minutes)

Video in EnglishPowerPoint in English (PPTX), Hmong (PDF), Spanish (PDF)

PowerPoint 10: Group Visits, P-02755 Checking in and out for visits to more than one member or participant at the same address at the same time

English, BurmeseHmong, Karen, Spanish

Visit maintenance

Resource Title Description Languages Available
PowerPoint 9: EVV Visit Maintenance, P-02754 Administrator use of the Sandata EVV Portal to make corrections or additions to visit data

English, Burmese, Hmong, Karen, Russian, Spanish

Reports

Resource Title Description Languages Available
PowerPoint 11: Reports, P-02756 Administrator use of the Sandata EVV Portal to create reports 

English, Burmese, Hmong, Karen, Spanish

Last Revised: August 5, 2021