You can add new employees either while entering referral/patient information or by navigating to Codes > Other Basic Codes > Employees. On the Employees tab of the Referral, you can click on New Employee to start the process.
Required Fields:
Other fields are optional, but it’s recommended to track the hire date as well. The primary email address can be left blank to auto-generate an email. You can enter a personal or business email in the second email field.
Common Sandata Rejection Issues & Fixes
⚠️ Employee Name – Only include the name; allowed characters: A-Z, apostrophes, periods, hyphens, and spaces.
⚠️ Cell Phone Number – Always include the 10-digit number with area code.
⚠️ Rev Code – Ensure the correct code is selected (see required fields above).
Point-of-Care Users (not for CAP/PCS EVV Users): To stay EVV compliant, set the app status to POC. This will use the device's location services to record GPS coordinates for start and end times. Ensure the device’s location service is enabled for this feature to work. The user also must have a valid cell phone number in order to activate the POC app.