Electronic Visit Verification (EVV): Training Workers

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.

Each link below will display all translations available for that resource. Additional languages can be requested via email. Please allow 30 days for translation and delivery.

Resource Title Description Languages Available

General

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

Mobile Visit Verification

Downloading the Sandata Mobile Connect App from the App Store (for iOS) Written instructions for downloading the correct app for Apple products

English

Downloading the Sandata Mobile Connect App from the Google Play Store (for Android)  Written instructions for downloading the correct app for Android products

English

Sandata Mobile Connect App Guide for Employees Written instructions for using the Sandata Mobile Connect app during a visit

English

PowerPoint 6: Sandata Mobile Connect Basic functionality of the mobile app for visits using Mobile Visit Verification 

English

 

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

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.)

English

Telephonic Visit Verification

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.)

English

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.)

English

PowerPoint 7: Telephonic Visit Verification Using a phone (landline or fixed VoIP) to check in and out during a visit

English

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

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.)

English

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

English

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: September 1, 2020