VISIT MAINTENANCE • INDIVIDUAL SNAPSHOT
Client Information
Verify the Individual identity, communication information, service address, guardian, and emergency contacts connected to the visit.
Visit Maintenance may display PHI, workforce information, EVV evidence, GPS coordinates, billing data, authorization data, and audit history. Screenshots in this public guide use redacted or demonstration information. Certain validation logic, adjustment rules, Sandata workflows, billing controls, security rules, and internal automation are intentionally summarized and are trained directly for authorized Provider customers.
Purpose
The Client tab provides an operational snapshot of the Individual connected to the visit.
Detailed Functions
Review Client ID, name, Medicaid ID, date of birth, gender, contact information, languages, status, branch, mailing address, service address, guardian, and emergency contacts. The distinction between stored address and service address supports authorized GPS and EVV review.
Professional Controls
Only authorized Provider roles should review or change visit evidence.
Original evidence, adjustments, actors, timestamps, and connected status information support compliance review.
The tab supports connected scheduling, authorization, payroll, billing, Sandata, reporting, and claims workflows.