Electronic Visit Verification (EVV): Training
Who needs training?
Workers who provide personal care or applicable supportive home care services, provider agencies, fiscal employer agents (FEAs), and program payers (HMOs and MCOs) need training. These groups will be using EVV directly. Their training is different based on their roles and the tools they use for EVV:
- Workers need to know how to check in and out for visits.
- Provider agencies, Family Care FEAs, and microboards need to know how to train workers and how to use the Sandata EVV Portal to make sure visit data is correct.
- IRIS consultant agencies (ICAs) and the IRIS self-directed personal care (SDPC) agency need information to answer questions. ICAs also provide participants with information needed to train participant-hired workers. For ICAs and the SDPC agency, attending training on the full EVV system is recommended for a helpful understanding, but is not required.
- Program payer agencies need to view data on the Sandata aggregator.
- IRIS participants who choose their own workers, instead of working with a provider agency, will need to make sure their workers are trained and use EVV. The fiscal employer agency (FEA) chooses which EVV system participant-hired workers will use. IRIS consultants can help participants find the resources to train their participant-hired workers. Find more information on the EVV IRIS webpage.
*IRIS participants who choose services from a provider agency will not need to train workers for EVV. The provider agency will manage the EVV requirements. These participants do not need to take any action.
How do workers, provider agencies, FEAs, and program payers get trained?
DHS-provided EVV system: Sandata
For provider agencies, FEAs, and program payer agencies choosing to use the Wisconsin Department of Health Services (DHS)-provided EVV system, Sandata, DHS provides training resources to administrators. Those administrators will be responsible for ensuring their agency’s employees are trained for their roles.
DHS provides training resources to provider agency administrative staff. The goal is for these administrative staff to be trained on the Sandata EVV Portal so they in turn can train other agency staff and also train workers on how to check in and out with EVV. In this “train the trainer” model, DHS partners with provider agencies, ensuring resources and information for local use.
On-demand recordings are available. DHS recommends administrative staff use the on-demand recordings along with the Wisconsin EVV Supplemental Guide (PDF).
Administrators can sign up for provider agency administrator training (PDF) through the Sandata learning management system.
Each provider agency should train their workers to use EVV.
DHS provides training resources to FEA administrative staff. The goal is for these staff to be trained on EVV so they in turn can train other agency staff and also train self-directed workers on how to check in and out of EVV. In this “train the trainer” model, DHS partners with the FEAs, ensuring resources and information for local use.
On-demand recordings are available. DHS recommends administrative staff use the on-demand recordings along with the Wisconsin EVV Supplemental Guide (PDF).
FEA administrators can sign up for provider agency administrator training (PDF) through the Sandata learning management system.
The FEA should train self-directed workers.
FEAs
DHS provides training resources to FEA administrative staff. The goal is for these staff is to be trained on EVV so they in turn can train other agency staff.
On-demand recordings are available. DHS recommends administrative staff use the on-demand recordings along with the Wisconsin EVV Supplemental Guide (PDF).
ICAs and SDPC
ICAs and SDPC are also encouraged to participate in training using the on-demand recordings and online reading resources. Additionally, there was an October 2, 2020, webinar for ICAs and SDPC regarding their role in EVV. The webinar PowerPoint and recording is available on the IRIS EVV webpage, in the "IRIS Consultants" section.
ICAs, in their role supporting participants as employers, should help provide participants with worker training information. Participants, as employers, need to make sure participant-hired workers are trained.
Find more information on the EVV IRIS webpage.
Alternate EVV System
For provider agencies or FEAs choosing to use an alternate EVV system, please review training instructions on the Alternate EVV webpage.
Where do I start?
We've combined all the items to get started in the New to EVV? flyer. This step-by-step guide is for any provider agency preparing to use an EVV system to capture visit data for personal care and supportive home care services. It's available in English, Hmong, and Spanish.
Training materials for provider agency admins
At least one administrator from each agency should attend training through the Sandata learning management system. This is an important step. It will give proper credentials from Sandata, delivered in a welcome kit email (PDF), and allow the administrator to set up the Sandata EVV Portal. That administrator and others can use the materials below to train others:
How can I get help?
Contact Wisconsin EVV Customer Care at vdxc.contactevv@wisconsin.gov, or call 833-931-2035 for help with all EVV questions.