OBJECTIVE: This article provides overview and benefits information about the Sandata Upgrade (Santrax Agency Management aka SAM.
Santrax Visit Maintenance remains available to access historical visit data prior to the conversion.
EVV calls will appear directly in Santrax Agency Management, eliminating the need to link to Santrax.
All maintenance and adjustments will be done in Santrax Agency Management.
- All information will be in one system:
- Santrax Calls
- Visit Maintenance
- Santrax calls are matched to the schedule in real-time.
- If the caregiver clocks in and out according to the schedule, the visit will automatically confirm.
- No more waiting for schedules not pushing to Santrax.
- Eliminating issues with:
- Client IDs not matching
- Staff IDs not matching
Source: Implementation Specialist