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Electronic Visit Verification (EVV): Training Workers

These resources will help train workers, including independent nurses, who will use the DHS-provided Sandata EVV system to check in and out for visits. 

Most workers will not need to review all the resources. Use the combination of topics and resources that makes the most sense for your workers’ needs: written materials, video, or PowerPoint presentations.  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 at vdxc.contactevv@wisconsin.gov or 833-931-2035. Please allow time for translation and delivery.

General

Resource TitleDescriptionLanguages Available
EVV Informational VideoDHS video: Learn what EVV is and how EVV information is collected during a visit in this short video (2:58 minutes)English
EVV Fundamentals - Sandata MethodsDHS video: Understand Electronic Visit Verification (EVV) better. Know the purpose for EVV. Learn Sandata EVV methods to verify visits. Preview new changes coming in December 2023 to the SMC app, TVV, and FVV (see timestamp 26:12). Review helpful EVV resources. (33:01 minutes)English
EVV Wisconsin Service ListService code information workers will need to enter when they complete visits using EVVEnglish (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Spanish (PDF)
EVV Wisconsin Task ListTask code information workers will need to enter when they complete visits using EVV, if required to enter tasksEnglish (PDF)
Worker Visit Card TemplateA printable card that can be filled in with the EVV visit information workers need.English, Spanish, Hmong

Sandata Mobile Connect app

Resource TitleDescriptionLanguages Available
EVV Essentials - SMC AppDHS video: Preview the new features for the SMC app coming in December 2023. See how to log in and complete a visit on Sandata’s new app. See how to reset the new SMC app password. Hear useful tips and where to find resources. Understand how the new SMC app works when Wi-Fi or cell service is not available. (49:05 minutes)English
PowerPoint 6: Sandata Mobile Connect EssentialsBasic functionality of the SMC app English, Burmese, Hmong, Karen, Russian, Spanish 
Sandata Mobile Connect Sandata's complete written instructions for downloading and using the SMC app during a visitEnglish (with video link at bottom of page) and other languages (videos not available)
First Time Log-InSandata video: Logging in to the SMC app for the first time (2:55 minutes)English (video)
Starting a Visit from the Search Client tab (Unknown Client)Sandata video: Checking in and out for a visit when a member's or participant's Sandata ID is not confirmed, with tasks and client verification, using the SMC app (4:49 minutes)English (video)
Completing a VisitSandata video: Checking in and checking out for a visit, with tasks and client verification, using the SMC app (5:05 minutes)English (video)
Starting a Group VisitSandata video: Checking in for a visit with more than one member or participant at the same place, and then checking out for one at a time, using the SMC app (3:38 minutes)English (video)
Starting a Group Visit (All Clients)Sandata video: Checking in for a visit with more than one member or participant at the same place, and then checking out for all at the same time, using the SMC app (3:38 minutes)English (video)
Adding a Client to a Group VisitSandata video: Checking in for a visit with more than one member or participant at the same place and same time using the SMC app (1:15 minutes)English (video)

Sandata Mobile Connect app OR Telephonic Visit Verification (TVV)

Resource TitleDescriptionLanguages Available
PowerPoint 10: Group VisitsChecking in and out for visits to more than one member or participant at the same place during the same visit and same time using the Sandata Mobile Connect app or Telephonic Visit Verification (Note: Workers should start viewing this PowerPoint at slide seven.)English, Hmong, Spanish

Telephonic Visit Verification (TVV)

Resource TitleDescriptionLanguages Available
Sample Call Reference Guide - BasicA 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 (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF)
Sample Call Reference Guide - Group VisitsA 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 (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF)
PowerPoint 7: Telephonic Visit VerificationUsing a phone (landline or fixed VoIP) to check in and out during a visitEnglish, Burmese, Hmong, Karen, Russian, Spanish
Video 1: Call In Sandata video: Using a phone (landline or fixed VoIP) to check in during a visit (0:56 minute)English (video)
Video 2: Call OutSandata video: Using a phone (landline or fixed VoIP) to check out during a visit (1:24 minutes)English (video)

Fixed Visit Verification (FVV)

Resource TitleDescriptionLanguages Available
Sample Call Reference GuideA 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 (PDF), Burmese ((PDF), Hmong ((PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF)
PowerPoint 8: Fixed Visit VerificationUsing an FVV device to check in and out during a visitEnglish, Burmese, Hmong, Karen, Russian, Spanish
Video 1: Fixed Visit Verification Call ProcessSandata video: Using any phone to call in FVV visit information after a visit (2:24 minutes)English (video)
Last revised December 5, 2023