SANDIS 8.3 Updates
Purchase of Service Program
New fields have been added into the POS program to enhance tracking and reporting. These include:
Additional fields for New POS Dates for Submission/Deferral
New Retro POS Reports tailored for SCs and PMs
Retro POS field
"SDP Acceptance" Flag in Resource File
In the Supplemental tab of the Resource File, there's now an option to flag a vendor for Self Determination Acceptance, and the SDP Acceptance message will display at the bottom of the Primary Resource Information page.
"SDP Waiver" Flag
The SDP Waiver flag is used to identify SDP Waiver clients. Only authorized staff will be able to update the flag. It is located in the Primary Client Record under the Additional Information tab.
Work With Clients Photos
This program is designed for Program Managers and Service Coordinators to access client photo availability based on caseload. It will distinguish clients who have photos from those who do not.
Work With Resource Dates
This program assists Community Services staff in reviewing overdue reports like Contracts, Insurance, Licensures, and DS1891, while also highlighting vendors lacking license data.
Work With Intake Coordination
This new Work With program merges Inquiries and Intake/Early Start and introduces a method for monitoring closed intake cases to determine if they should be reopened.
Additional Enhancements
Additional Open PDF in Browser
The following reports can now open in PDF using the browser:
Remote Work Reports
T19 Client Listing
T19 Note Sum by SC/Author
Open Services Report
Outques
Auto-advance on Pop-up Menus
Menus will now automatically advance, requiring fewer clicks and enhancing user ergonomics.
Inquiry Program Enhancements
The program was updated with the following:
New field: Date Contact Was Completed
Update for Work With Intake Coordination: Contact Due will appear in red if not completed and is overdue as of the current date
Converting an Inquiry to a UCI will now prompt a new screen: "Statewide Search Completed? [Yes / No]"
MW3770 System Enhancements
The Med Waiver recertification program is available for Federal Programs, PMs and SCs. The program features the following options:
Delete clients from a batch
CDER Profiles individual PDF
Name of client in Forms area
Short Term Absences
Remote Work Report
The disclaimers have been updated, and additional comment lines have been added for staff to record extra details.
SANDIS Dashboards Enhancement
Added the feature to drill in and remember applied filters. The data is now exportable to Excel.