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 Title | Description | Languages Available |
|---|
| EVV Informational Video | DHS 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 Methods | DHS 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 List | Service code information workers will need to enter when they complete visits using EVV | English (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Spanish (PDF) |
| EVV Wisconsin Task List | Task code information workers will need to enter when they complete visits using EVV, if required to enter tasks | English (PDF) |
| Worker Visit Card Template | A printable card that can be filled in with the EVV visit information workers need. | English, Spanish, Hmong |
Sandata Mobile Connect app
| Resource Title | Description | Languages Available |
|---|
| EVV Essentials - SMC App | DHS 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 Essentials | Basic 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 visit | English (with video link at bottom of page) and other languages (videos not available) |
| First Time Log-In | Sandata 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 Visit | Sandata 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 Visit | Sandata 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 Visit | Sandata 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 Title | Description | Languages Available |
|---|
| 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 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 Title | Description | Languages Available |
|---|
| 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 (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF) |
| 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 (PDF), Burmese (PDF), Hmong (PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF) |
| PowerPoint 7: Telephonic Visit Verification | Using a phone (landline or fixed VoIP) to check in and out during a visit | English, 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 Out | Sandata video: Using a phone (landline or fixed VoIP) to check out during a visit (1:24 minutes) | English (video) |
Fixed Visit Verification (FVV)
| Resource Title | Description | Languages Available |
|---|
| 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 (PDF), Burmese ((PDF), Hmong ((PDF), Karen (PDF), Russian (PDF), Somali (PDF), Spanish (PDF) |
| PowerPoint 8: Fixed Visit Verification | Using an FVV device to check in and out during a visit | English, Burmese, Hmong, Karen, Russian, Spanish |
| Video 1: Fixed Visit Verification Call Process | Sandata video: Using any phone to call in FVV visit information after a visit (2:24 minutes) | English (video) |
