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SANDIS 7 Releases
There’s always a lot of new stuff happening in SANDIS, and we know it can be hard to keep up with all the latest updates. That’s why we’ve provided this press section, where you can stay in the know. From SANDIS 7 to SANDIS Mobile, you’ll find it all right here.


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.


SANDIS 8.2 Updates

Caseload Ratios Update

New "Complex Needs" and "Low/No POS (ESC)" metrics are added (view only). The "Low/No POS (ESC)" flag updates automatically when a client enrolls or unenrolls in Enhanced Service Coordination. For the "Complex Needs" flag, RCs must inform SANDIS of staff requiring update access

Language Diversity Project

A new language code, "99-Not Available," was created at DDS' request. It can't be used for clients. If used for a parent, it triggers a new line where staff must enter a comment. Additionally, ARCA and DDS are removing the "Care Taker Language" field from the Primary tab.

Open PDF in Browser

Additional reports can now be displayed in the browser as PDFs: Change in Residence, Check Requests, Client Profile, Inquiry Progress Notes, Resource Notes, SIRs, Title 19 Notes and so much more.

Referral Remark

New Referral Source codes are available in the Additional Info page, including options like social media, RC Website, etc. A new code "X-Other" requires comment in the new remark line, but comments can also be added for other codes.

Resource Development Interactive Summary

Resource Development Managers will now have the capability to view a summary of Resource Notes created by staff, similar to the T19 Interactive Management Report.

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.

Notes Program Enhancements

  • Chart tracking is now accessible for Inquiry Progress Notes. When "Create Consumer" is selected, these notes will automatically transition into Client Chart Tracking Notes.

  • Regional Centers can configure the Note Programs to restrict staff from altering the "Recorded By" name.

  • The "Copy" note function now removes the author name and review status.

  • Quick text and templates can now be used for Inquiry Progress Notes.


Exciting new avatars have been added into SANDIS, providing you with even more options to choose from. Select an avatarto reflect your unique personality and style.


SANDIS 8.1 Updates

Spell Check Text Protection

A message will now appear when using the SANDIS Spell Check program to prevent staff from typing text in the narrative area while spell check is active. (Any text added while spell check was in progress was previously lost.)

IPP Program

The email address from the client/family address is now brought into the Distribution area. Also, a program update now prevents staff from creating a new IPP or IPP Addendum if there is a previous document that is not in Locked status.

SC Welcome Screen - IPP Due Column

The SC Welcome Screen has new color coding for the IPPs Due column. No IPP is now red, and all other groupings have a separate color. (Previously, there were a couple of groups that shared the same color.)

PM Welcome Screen - New SC

Based on the Hire Date on the PM Welcome Screen, the name of any SC who was recently hired (within the last 60 days) will appear in Blue on the Client Search by Name, PM Welcome Screen, and Main client page in SANDIS.

Dashboards Four new charts are now available on the Client Services Dashboard: Caseload Overview, Waivers, Qualifying Diagnoses, and Immunizations.

Record Lock Relief in Inquiry

Similar to messages that appear in the Client pages in SANDIS, if two people try to get to the same Inquiry case screen in update mode, a message will appear letting staff know who’s using the record and have the option to continue in view mode.

Back Out Batch

This program allows SANDIS staff to back out a note batch that was done in error. For T19, the notes must be in New status. For other notes (such as Resource Notes or Inquiry Progress Notes), the note must be created within the last 30 days.

Resource Development Remote Work Report

Similar to the Service Coordinator Remote Work Report, this program can be used by Resource Developers to log work activities done when working remotely.

Open PDF in Browser

PDFs, such as Face Sheets, CDERs, and Vendor Status Notifications, can now be viewed in the browser where they can be download without having to use email.

Open Authorization Report

This query is the first to be converted to an SQL grid. Options for selecting records are easy to use, and the results of the query are produced in a grid. Grid features such as Find, Filter and Sort are built in, as is the ability to export the report to Excel.

Address History

The new Address History page in SANDIS now shows both the before and after information.

Everbridge Flag

When an emergency contact is created, a new check box is available to indicate the emergency contact information should be uploaded to Everbridge. This will allow staff to designate any person/family member as an emergency contact, and specify if the contact should be in Everbridge.

Low/No POS Reports

The “Low/No POS Reports” now includes the email address from the client’s address record.

Additional Avatar Options

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