What is Electronic Visit Verification (EVV) and who needs to use it?

As the name suggests, EVV electronically captures:

  • That a home care agency employee provided the agreed-upon point-of-care service
  • The time and date that a visit began and ended
  • The individual who received the service
  • The tasks that were completed during the visit

All individuals and companies that provide in home care must use a system that is EVV compliant.

Most EVV systems have both a mobile device application that the user can download or utilizing telephone lines, requiring the caregiver to call the agency office via a landline.

Why does Excel Home Care need to implement EVV?

Section 12006 of the 21st Century Cures Act requires all states to implement the use of EVV for Medicaid-funded personal care and home health care services.

What system is Excel Home Care using?

We are implementing a system called Santrax to make compliance with this regulation as easy as possible for you. Santrax has both a mobile device app call “Sandata Mobile Connect” (SMC) and a Call in number for those employees without a mobile device.

What app can I download to use EVV?

Excel uses an app called “Sandata Mobile Connect” (SMC) and is available in the Google and Apple App stores.

How do I create an account and log in to the app?

Check Video Below.

You will need to contact your case manager if they have not already reached out. You will need an EMAIL (preferred) or username to log into the app. From there you will receive and email (please check your spam folder) from SMC with a TEMPORARY PASSCODE (Temp123!). From there you will log into the SMC app using our Company ID “3-8485”, your email or username, and the temporary password. From there you will have to create 3 security questions and answers (case sensitive). Next you will be prompted to create your new password. Password must be at least 8 characters and contain upper case, lower case, numeric, and special characters. After successfully changing your password you will be directed back to the log in screen of the app. Log in using our Company ID “3-8485”, your email or username, and the newly created password.

How do I reset my password for my Sandata Mobile Connect (SMC) account?

Check Video Below.

Log back into Sandata Mobile Connect (SMC). Click on “Forgot Password?” at the bottom. Enter in your security question answers and tap CONTINUE. Enter and confirm your new password and then tap RESET. Password must be at least 8 characters and contain upper case, lower case, numeric, and special characters. After successfully changing your password you will be directed back to the log in screen of the app. Log in using our Company ID “3-8485”, your email or username, and the newly created password.

When using the app, how do I clock in for a shift?

Check Video Below.

Log in to Sandata Mobile Connect (SMC). You will be defaulted to the MY VISITS screen to see a list of upcoming visits. Tap the name of the visit that you want to start. A pop-up screen appears asking you to confirm the start of the visit. Tap the START VISIT button and choose YES when prompted. After completing this check-in step, proceed with providing care. The app can be closed manually, or it will log-out automatically after a period of inactivity.

When using the app, how do I clock out for a shift?

Check Video Below.

Log back into Sandata Mobile Connect (SMC). Tap RESUME VISIT. Enter the Tasks performed and Visit Notes (notes are optional). Tap COMPLETE VISIT. The Visit Summary screen displays. Tap CONFIRM. The Client Verify screen displays. Tap CONTINUE and pass the device to the individual receiving care.

The following steps are completed by the individual receiving care. Select preferred language in the drop-down menu and tap CONTINUE. The Client Confirmation screen displays. The client must tap CONFIRM or DENY for both the Service and Visit Times recorded, then tap CONTINUE. The Confirmation Summary screen displays. Tap CONFIRM. The SIGNATURE/VOICE RECORDING screen displays. For SIGNATURE: Use finger to e-sign on the device. For VOICE RECORDING: Tap the red circle and state name and date. Tap the circle again to end the recording. After signing or recording the voice, tap CONTINUE. The Identification Summary screen displays. Tap SUBMIT. Tap CONTINUE. The visit is successfully submitted and the Login screen displays.

What is Excel Home Care’s “Company ID” for Sandata Mobile Connect (SMC)?

Our Company ID is: 3-8485

What is the call in number for clocking in or out via the telephone?

We have two numbers: 1-800-765-7811 or 1-800-811-3579

What is Excel’s Company ID for clocking in or out via the telephone?

Our Company ID is: STX8485

Is there any other materials or guides?

Yes, we have a quick reference guide, a full manual, and a sample of the email you will receive to get your temporary password.

Free download resources

Excel Home Care is proud to offer the following resources for your personal use completely free of charge.