Electronic Visit Verification (EVV) - Sandata Reports
What reports are available to me to help monitor Sandata EVV submission and compliance?
Administrators
There are three reports available in SETWorks for Sandata-aggregator states to help monitor submissions and compliance rating
1. Sandata EVV Reconciliation Report
2. Sandata EVV Compliance Report
3. Sandata EVV Compliance Report Detail
Review Submissions to Sandata
The Sandata EVV Reconciliation Report displays whether each submitted EVV record was successfully received by Sandata.
Error messages are provided to indicate an issue with status of submission.
- "This batch as not been submitted for EVV" - indicates that the batch still need to be submitted from SETWorks or is in a queue pending to be sent.
- Other format errors (e.g., procedure codes are incorrect) will appear - action is to be taken according to those error.
Review Compliance of Submissions to Sandata
Sandata submissions have two possible verification types: EVV Verified and Manual. These status types reflect whether each check-in or check-out was logged through the SETWorks EVV Experience or entered manually. Records logged through the SETWorks EVV Experience or TVV feature are considered "EVV Verified" when submitted to Sandata.
The following actions will mark records as "Manual" by Sandata upon submission when:
1. Check-in and check-out times or location are manually created.
2. Check-in and check-out times or locations were created through the EVV Experience, but were modified or changed afterwards.
3. The record is submitted more than once and it differs from the original submission.
Tracking EVV submission compliance can be done through the Sandata EVV Compliance Report, which gathers all EVV submissions over a selected timeframe and displays the number of EVV Verified Visits, Manual Visits, and the total compliance percentage.
Compliance rules differ by state. Make sure to review the rules and regulations in your area to ensure compliance with said regulations. The SETWorks "Sandata EVV Compliance Report" is designed to be a useful tool to monitor compliance, but does not override or influence Sandata or State rules regarding compliance with EVV directives.
Review Non-compliant Submissions to Sandata
For information on specific records that did not meet compliance, there is the Sandata EVV Compliance Report Detail. This report returns the Batch ID, Activity Record ID, Group Activity Record ID, as well as the start and end times and the name of the consumer on any visit that has been successfully submitted but marked "Manual" by Sandata.
To find out why a record appears on this report, check for any of the three conditions for manual submissions listed above (manual check-in or check-out times, modifications to check-in or check-out times, and changes to a previously submitted record).
Related Articles
Pricing for Electronic Visit Verification in SETWorks
2022 Pricing for Electronic Visit Verification (EVV) Services We are updating the pricing for our EVV services, and we want to make sure you know what to expect. Here’s what this change means for you. Historically, SETWorks EVV services have been ...Electronic Visit Verification (EVV) - QA Process
How do I validate Electronic Visit Verification (EVV) records before sending to billing? Administrators Validating Records Contain All Necessary Data The Manage User Locations feature allows you to easily see records that are missing data required ...Electronic Visit Verification (EVV) Services and Configuration
What is EVV and how do I configure SETWorks to use EVV? Administrators Some states require Electronic Visit Verification (EVV) for select services. SETWorks offers for EVV requirements to be captured for Personal Care Services (PCS) as designated ...Telephone Visit Verification (TVV)
What is Telephone Visit Verification (TVV) and how do I use it? Administrators, Managers, Users Telephone Visit Verification (TVV) is a tool which can be used to record location data. Unlike Electronic Visit Verification (EVV), TVV does not require ...Electronic Visit Verification (EVV) - The Basics
How Do I Use the SETWorks EVV Experience? Everyone You can use the SETWorks EVV Experience to Check-In and Check-Out of activity records. This will use your phone or mobile device's built in GPS system to add location to your activity records. You ...