SANDIS
Learning Guides
While our videos are great tools in and of themselves, we understand that viewers have a variety of backgrounds and learning styles, and may require some additional information. We’ve provided some complementary materials and useful guides to help you get the most out of our SANDIS programs.
Client Services Programs
SANDIS Overview - YouTube
Address Change History - PDF
Authorization Changes - YouTube
Change In Residence - YouTube
Change of Service Request (DS2200) - PDF
Client Contacts - YouTube | PDF
Client Immunizations For A Caseload - YouTube
Client Services Dashboards - YouTube | PDF
Emergency Contacts - PDF
Enhanced Service Coordination - YouTube |PDF
Everbridge Emergency Contacts - YouTube
Foundational Data - YouTube | PDF *NEW*
Foundational Data - SOGI &Emergency Prep - YouTube | PDF *NEW*
IPP Standardized -2025 (S-IPP) - YouTube *NEW*
IPP Person-Centered Thinking (PCT) Addendum - YouTube
IPP Person-Centered Thinking (PCT) Distribution - YouTube
IPP Person-Centered Thinking (PCT) Submit - YouTube
Medicaid Waiver 3770 - YouTube | PDF
Purchase Of Service - YouTube
POS Expenditure Report - YouTube
POS On Hold - PDF
POS In Review - PDF
Referrals - YouTube
SDP Enrollments and Budgets - PDF
Service Provider Directory - YouTube
Special Incident Report (SIR) - YouTube
Vendor SIR - YouTube
Title 19 Notes - YouTube
Title 19 Managers Interactive Report - YouTube
Community Services Programs
One Note To Many Vendors - PDF
QA Welcome Screen - PDF
Remote Work Report - PDF
Resource Notes - PDF
Resource Work Orders - PDF
Resource Work Orders-One Note To Many Resources - PDF
S7 For Community Services - YouTube
Service Provider Portal (SSP) - YouTube
Work With Programs
Client Photos - PDF
Diversions - PDF
Intake/Early Start - PDF
Intake Coordination - PDF
Inquiries - PDF
Residential Vacancies - PDF
Resource Dates - PDF
Service Delivery Type - PDF
Additional SANDIS Programs
Backout Batch - PDF
Chart Tracking One Note to Many Clients - PDF
DDS Statewide Search - YouTube
Electronic Case Transfers - YouTube
Electronic Case Transfers (Features) - YouTube
Electronic Case Transfers Instructions - PDF
Automated Auth Reassignment Program (AARP) - PDF
Manual AARP - PDF
SANDIS Mobile
Mobile App Connection Setup - PDF
Mobile App Instructions for Managers - PDF
Mobile App Instructions for Service Coordinators - PDF
Mobile Benefits - PDF
Mobile Check Request - PDF
Mobile Health & Medical - YouTube
Mobile IPP Narrative - YouTube
Mobile IPP Narrative - PDF
Mobile Referral - PDF
Mobile Special Incident Reports (SIRs) - YouTube
Mobile Vendor Search - YouTube
SANDIS Query
​Additional Files - Excel
List of Files - Excel
RCDTAHQ - Excel
SAND400 Resource Files - Excel
SIRDTA - Excel
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SANDIS Refresh