BILLING • STEP 1
Individual Readiness
Validate Sandata Client information before EVV submission.
Billing and EVV pages may contain PHI, Medicaid identifiers, employee identifiers, service information, visit dates, GPS evidence, claim-supporting data, and submission credentials. Screenshots in this public guide use redacted or demonstration information. Production access must be role-based, Provider-scoped, logged, and limited to the minimum information necessary.
True Care System has implemented the Sandata Alternate EVV workflow for Client, Employee, Visit, Call, correction, batching, transaction tracking, rejection review, and resubmission. The platform has completed the applicable Sandata testing and production-onboarding work for its certified payer program. Sandata certification is program-specific; availability in another state or payer program requires that program's registration, testing, approval, credentials, and current technical specifications.
True Care System sends required EVV data to the Sandata Aggregator. After accepted EVV submission, the Provider completes the Medicaid billing or claim workflow through the applicable state claims system, such as Pennsylvania PROMISe, unless the payer program specifies a different process.
Purpose
Individual Readiness validates each Individual against the Sandata Client specification before EVV submission. Missing and invalid fields are surfaced immediately so Billing staff can correct the source record rather than discover the issue after a rejected transaction.
Summary Cards
| Card | Function |
|---|---|
| Total Individuals | Total Client records evaluated by the current page. |
| Ready | Records that satisfy current Sandata Client requirements. |
| Not Ready | Records with one or more missing or invalid requirements. |
| Missing Information | Records requiring source-data completion. |
| Previously Submitted | Records already transmitted to Sandata in an earlier transaction. |
Search and Filters
| Control | Function |
|---|---|
| Search Individual | Searches by name, TCS Individual ID, Medicaid ID, or missing-field text. |
| Status | Filters by readiness or submission condition. |
| Payer | Filters Individuals by configured payer. |
| Service / Procedure | Filters by authorized service or procedure code. |
| Refresh / Clear | Reloads current results or resets filters. |
Selection and Submission Controls
Sandata Environment selects UAT or Production. Select All Visible Ready selects only visible records that pass readiness. Preview Selected JSON allows authorized review of the outgoing payload. Submit Selected Clients transmits selected ready records to the chosen environment.
Field-Level Readiness
Each row validates Provider ID, general information, address, payer information, service/procedure, and Sequence ID. The Missing/Invalid column identifies the exact field requiring correction. Last Updated and Sandata Status show record freshness and prior submission state. The View action opens the detailed source record.