To utilize Sandata with CR Mobile, users need to complete the following steps:
- Contact Sandata to register your request to use CentralReach as your “Provider Choice System” for EVV. Click here to learn how to register for Sandata.
- Contact your Account Manager to turn on the CentralReach integration to Sandata EVV.
- In CentralReach:
- Clients’ addresses need to be geolocated.
- In the “Payors” section of clients’ profiles, set up their Medicaid “Insured ID” under the “Patient” tab.
- In the organization’s “Accepted Insurances” section, identify the payor as Medicaid (select the “Medicaid” checkbox).
- Billing Providers need to have their Medicaid ID entered in the “Claim Settings” of their profile. This needs to be completed for each billing provider contact.
- Please note, the “billing provider” is the entity billing information that is populated in box 33.
- Employees need to have their SSN and e-mail entered in the “Claim Settings” of their profile.
- Ensure the appropriate staff have the necessary CR Mobile and billing permissions, including the (Billing > Visit Verification) permission.
- In the organization account, navigate to Visit Verification > Credentials to input your Sandata production credentials, which should have been emailed to you from Sandata.
- The email should state it contains “Production Credential Information” with a user ID consisting of a mix of alphanumeric characters.
- Complete all EVV appointments in CR Mobile. This includes telehealth appointments.
- Complete draft timesheets by inputting EVV reason codes, adding session notes, or addressing any other next steps.
- Submit visit verification data in the Billing module.
- If records are accepted, complete the normal billing process. If records are not accepted, review errors and contact CR support.