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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 8.1 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


SANDIS 8 Updates

New Sign On Screen

Introducing our fresh sign on screen experience, designed for simplicity.


Personalize your SANDIS experience with our new theme selection feature.

SANDIS Banners

Select your preferred banner for a personalized touch.

Work With Residential Vacancies

This program identifies residential vendor vacancies. Users can customize report results with column filters. Residential liaisons can easily modify vacancy information directly from the report.


Personalize SANDIS with a fun avatar selection that matches your style, mood, and personality.

New Favicon & Title

An updated favicon and title for a refreshed look in the browser tab.

Task Bar Separator

Experience a clean look with the new taskbar separators on the menu bar.

Updated Backdrop

Say hello to an updated SANDIS icon backdrop, bidding farewell to the California backdrop.

Loading Animation

A new loading animation for a sleek visual transition.


SANDIS 7.14 Updates

Chart Tracking – One Note to Many Clients

Chart tracking was designed for support staff (SS) to document completed tasks. The one note to many clients feature allows SS to update multiple records with the same note and details.

Resource Work Orders

This program is similar to Chart Tracking except tracking here is for resources. This new feature allows resource staff to document completed tasks relating to a particular vendor. A history is kept with note details such as recorded by, contact date, units, work order type, and note details. With remote work, this is a way to document and track completed tasks.

Resource Work Orders – One Note to Many Resources

The one note to many resources feature allows resource staff to update multiple records with the same work order note and details.

Work With Residential Vacancies

This program identifies residential vendor vacancies. Users can customize report results with column filters. Residential liaisons can easily modify vacancy information directly from the report.

Work With Intakes + Early Start

This program has two access levels: Manager and Service Coordinator (SC). This report facilitates access to Intake and Early Start cases, filtered by unit and/or assigned SC. Overdue reports are easily identified in red. Users can update report completion dates directly from the report. When updating data and returning to the report, updated data is immediately reflected in the report.

Work With Inquiries

Inquiry records are brought up in an interactive welcome screen format. The report can be modified using the various column filters. Records can be accessed quickly and updates can be made directly from the report.

Emergency Contacts

Identifies clients who are missing an emergency contact in the client record.

Existing Program Enhancements

  • Work With Service Delivery Type - a new column was added to identify Enhanced Service Coordination (ESC) flag.

  • Filter Bar Update - the interactive filter bar has been added to: Work With Diversions and T19 Notes Programs

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