Electronic Visit Verification (EVV): Training
Workers, providers, fiscal employer agents (FEAs), and program payers (HMOs and MCOs) all 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, including independent nurses, need to know how to check in and out for visits.
- Providers, independent nurses, 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 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, 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 will not need to train workers for EVV. The provider will manage the EVV requirements. These participants do not need to take any action.
How do workers, providers, FEAs, and program payers get trained?
DHS-provided EVV system: Sandata
The Wisconsin Department of Health Services (DHS) provides training to administrators using the DHS-provided EVV system, Sandata. Those administrators can then train their agency’s employees for their new roles.
DHS provides training resources to administrative staff. These administrative staff can then train other agency staff and workers on their new roles with EVV.
DHS provides training resources to FEA administrative staff. These administrative staff can then train other agency staff and self-directed workers on their new roles with EVV.
FEAs
DHS provides training resources to FEA administrative staff. These administrative staff can then train other agency staff on their new roles with EVV.
Resources for training are below.
ICAs and SDPC
ICAs and SDPC are encouraged to become informed using the resources below. 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 providers or FEAs choosing to use an alternate EVV system, please review training instructions on the Alternate EVV webpage.
Where do providers start?
We've combined all the items to get started in the New to EVV?, P-03078, flyer. This step-by-step guide is for any provider preparing to use an EVV system to capture visit data. It's available in English, Hmong, and Spanish.
Administrative training for providers and independent nurses new to EVV
Sandata offers a series of self-paced videos for any provider or independent nurse new to EVV. Completing the video series gives access to the Sandata EVV Portal. It also prepares the administrator to train others, including workers, for roles in EVV.
Independent nurses are reminded that they are administrators for their business as well as workers. They must take this administrative training if choosing the DHS-provided EVV system, Sandata.
The 90-minute video series offers training on the Sandata EVV Portal. However, it is not specific to all of Wisconsin’s features.
- Follow the directions on the EVV Training Registration Guide for Provider Administrators, P-02837 (PDF) to access the Sandata administrative training videos.
- Refer to the Wisconsin EVV Supplemental Guide, P-02745 (PDF) to learn about important Wisconsin-specific EVV features. Allow extra time to compare the videos with the Wisconsin EVV Supplemental Guide.
Training registration tip
Be prepared with this information before you register for the Sandata video series:
- The email address listed in the provider ForwardHealth Portal account (the "Mail to" address in the Demographic Maintenance area)
- The provider Medicaid ID (not NPI)
If you need assistance finding this information, please contact EVV Customer Care.
The lead administrator can also use the materials below for review and for training others.
Independent nurses can refer to “training other administrators” to review EVV administrative tasks, and “training workers” to review EVV methods used when providing care.
Training videos and written materials
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.