State-wise Videos

Seamless EVV Software Migration for Wisconsin's Trusted Home Care Agencies

evv software solutions migration in Wisconsin

This video explains how agencies in Wisconsin can migrate from legacy systems or manual workflows to an EVV-compliant platform. Key features: open API for data migration (clients, caregivers, schedules, visit history), personalised training/support and minimal service disruption. Wisconsin offers both the DHS-provided system (Sandata) or approved alternate EVV systems.

Who we empower every day

By Role

  • Agency Owners — Lead migration strategy: map data, ensure workflow continuity, staff training and transition minimise service disruption.

By Persona

  • Supervisors — Validate that migrated data (caregivers, clients, schedules) is complete, test mobile/telephony EVV workflows and monitor early adoption.
  • Care Managers — Ensure service delivery continues without interruption, client visibility is maintained, documentation remains intact.
  • Billers — Confirm that EVV data flows into billing/claims systems correctly post migration and monitor for denial spikes.
  • Schedulers — Implement new scheduling workflows integrated with EVV capture, train staff, rollout phased adoption and monitor coverage.
  • Caregivers — Receive training on new mobile/telephony clock-in/out, document visits via the new system, maintain continuity of service.
  • On-Call/Backup Coordinators — Support coverage during transition, ensure substitute staff adoption, preserve EVV capture and documentation integrity.

Migration is more than a software swap—it’s about preserving EVV compliance, mobile/telephony workflows, scheduling integrity and billing continuity. In Wisconsin, your transition plan must consider DHS-provided or alternate EVV systems, integration with the Sandata aggregator and staff readiness.

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