Setup EVV integration with Sandata
Streamlining the Sandata Integration
When it comes to integrating Sandata for your organization, ensuring a seamless and efficient setup is crucial. This article outlines the essential steps to get your Sandata integration up and running. Follow this guide to navigate the process with ease.
Step 1: Turn On Key Checkboxes
In the payer edit screen (Settings>Financial Settings>Payers), ensure the following checkboxes are enabled:
- EVV (Electronic Visit Verification) checkbox
- Sandata checkbox
Step 2: Select Our Company as Your Vendor
Select CR Essentials as your EVV provider or vendor in your Sandata account. Please make sure that it is CR Essentials and not Central Reach.
Step 3: Provide Credentials to the Development Team (Completed by Dev Team)
Once you have selected CR Essentials as vendor, reach out to the customer support team so we can link your CR Essentials account with your Sandata account. Credentials will be created on our end to connect those.
Step 4: Specify Billing Codes
In your billing codes setup, three key elements need to be specified for each payer:
- Payer Code
- Program ID
- Procedure Code
These details can be found in the resource tab of Sandata for each payer. Typically, these are available as downloadable PDF files. Ensure accurate entry to avoid processing issues.
By following these steps, you can ensure your Sandata integration is configured correctly and functions smoothly. If you encounter any challenges during the process, don’t hesitate to reach out to our billing support team at support.essentials@centralreach.com