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VISIT MAINTENANCE • DSP READINESS

Employee Information

Verify the employee record, employment details, supervisor assignment, and Sandata synchronization status.

HIPAA, privacy, and proprietary workflow notice

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 Employee tab gives office users a consolidated view of the DSP connected to the visit.

Employee Information
Employee tab showing employee identity, Sandata ID, employment profile, supervisor, work location, and sync status.

Detailed Functions

Review TCS Employee ID, Sandata Employee ID, employee name, contact information, status, role, employment type, hire and termination dates, branch, work location, supervisor, and Sandata sequence and sync history.

Professional Controls

Role-based access

Only authorized Provider roles should review or change visit evidence.

Auditability

Original evidence, adjustments, actors, timestamps, and connected status information support compliance review.

Workflow integration

The tab supports connected scheduling, authorization, payroll, billing, Sandata, reporting, and claims workflows.