Train the workers who will use EVV to check in and out for visits. Use the combination of resources that makes the most sense for your provider agency’s and the workers’ needs. Most workers will not need to review all the resources. These resources can also be used as review and reference materials.
Refer to Training Workers for Electronic Visit Verification for training plan suggestions.
Additional languages for written materials can be requested via email. Please allow 30 business days for translation and delivery.
| Resource Title | Description | Languages Available |
|---|---|---|
General |
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| EVV Informational Video | Informational YouTube video demonstrating a visit using EVV | English |
| EVV Service and Task List | Information workers will need to enter when they complete visits using EVV | English, Burmese, Hmong, Karen, Russian, Spanish |
Mobile Visit Verification |
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| Downloading the Sandata Mobile Connect App from the App Store (for iOS) | Written instructions for downloading the correct app for Apple products | |
| Downloading the Sandata Mobile Connect App from the Google Play Store (for Android) | Written instructions for downloading the correct app for Android products | |
| Sandata Mobile Connect App Guide for Employees | Written instructions for using the Sandata Mobile Connect app during a visit |
Updated 11/3/2020: English, Burmese, Hmong, Karen, Russian, Spanish |
| PowerPoint 6: Sandata Mobile Connect | Basic functionality of the mobile app for visits using Mobile Visit Verification | |
| Video 1: Initial Setup and Credentials | Downloading the app and logging in for the first time (2:57 minutes) | English |
| Video 2: Starting a Visit | Checking in for a visit using Mobile Visit Verification (1:20 minutes) | English |
| Video 3: Completing a Visit with Tasks and Client Verification | Checking out for a visit using Mobile Visit Verification (2:59 minutes) | English |
| Video 4: Starting a Group Visit | Checking in for a visit with more than one member or participant at the same place and same time (2:17 minutes) | English |
| Video 5: Completing a Group Visit at the Same Time | Checking in for a visit with more than one member or participant at the same place and same time (59 seconds) | English |
| Video 6: Completing an Individual Visit in a Group Visit | Checking out for a visit with more than one member or participant at the same place and same time (1:17 minutes) | English |
| Video 7: Starting an Unknown Visit | Checking in for a visit when a member's or participant's Sandata ID is not confirmed (1:41 minutes) | English |
| Video 8: Completing an Unknown Visit | Checking out for a visit when a member's or participant's Sandata ID is not confirmed (59 seconds) | English |
| Video 9: Adding an Unknown Client to a Group Visit | Checking in for a visit with more than one member or participant at the same place and same time when when one member's or participant's Sandata ID is not confirmed (1:42 minutes) | English |
| Video 10: Abandoning a Group Visit | Ending a visit with more than one member or participant at the same place and same time when the check-out at the correct time was missed (52 seconds) | English |
Mobile and Telephonic Visit Verification |
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| PowerPoint 10: Group Visits | 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 Mobile Visit Verification or Telephonic Visit Verification (Note: Workers should start viewing this PowerPoint at slide seven.) | |
Telephonic Visit Verification |
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| Sample Call Reference Guide - Basic | A sample of the written guide to checking in and out for most visits included in the provider agency's welcome kit (Workers should be given the provider-agency specific Call Reference Guides from the welcome kit email.) | |
| Sample Call Reference Guide - Group Visits | A sample of the written guide to checking in and out for group visits included in the provider agency's welcome kit (Workers should be given the provider-agency specific Call Reference Guides from the welcome kit email.) | |
| PowerPoint 7: Telephonic Visit Verification | Using a phone (landline or fixed VoIP) to check in and out during a visit | |
| Video 1: Call In with FVV Prompt | Using a phone (landline or fixed VoIP) to check in during a visit (1:10 minutes) | English |
| Video 2: Call Out with FVV Prompt | Using a phone (landline or fixed VoIP) to check out during a visit (2:35 minutes) | English |
Fixed Visit Verification |
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| Sample Call Reference Guide | A sample of the written guide to checking in and out for group visits included in Fixed Visit Verification mailing (Workers should be given a copy of the provider-agency specific Call Reference Guides from the mailing.) | |
| PowerPoint 8: Fixed Visit Verification | Using a fixed device to check in and out during a visit | |
| Video 1: Fixed Visit Verification Call Process | Using any phone to call in Fixed Visit Verification visit information after a visit (2:35 minutes) | English |
Last Revised: August 26, 2021
