Upcoming Virtual Office Hours
April 24, 2025, from 9:00am – 10:00am TOPIC: Helpful Reports in the CalEVV Portal Join Zoom Meeting (only available at the time/date above)Stakeholder Information
The Department of Developmental Services (DDS) held frequent stakeholder webinars throughout the implementation of the federal Electronic Visit Verification (EVV) requirement. Information about upcoming DDS stakeholder meetings will be posted when available. If you want to be added to the DDS stakeholder notification list, please send your request to DDS Electronic Visit Verification at: EVV@dds.ca.govMeeting Archive
EVV Stakeholder Archive
- November 29, 2022 – DDS Hosted
- October 25, 2022 – DDS Hosted
- September 27, 2022 – DDS Hosted
- August 23, 2022 – DDS Hosted
- July 26, 2022 – DDS meeting for Regional Centers
- June 2022 – DDS Hosted
- March 2022 – DDS Hosted
- February 2022 – DDS Hosted
- January 2022 – DDS hosted
- October 26, 2021 – DDS hosted
- October 13, 2021 – DHCS hosted
- Materials at the DHCS website: EVV Phase II Stakeholder Meetings
- September 29, 2021 – DDS hosted
- August 24, 2021 – DDS hosted
- July 27 & 29, 2021 – DDS hosted
- June 22, 2021 – DDS meeting for Regional Centers
- February 11, 2021 – DDS hosted
- December 4, 2020 – DHCS hosted
- March 3, 2020 – DHCS hosted
- August 5, 2019 – DDS hosted
- June 17, 2019 – DHCS hosted
- October 2, 2018 – DHCS hosted
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- Type of service performed;
- Individual receiving the service;
- Date of the service;
- Location of service delivery;
- Individual providing the services; and
- Time the service begins and ends.
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- English: Guidance regarding Live-In Caregiver Exemption
- Spanish: Guidance regarding Live-In Caregiver Exemption – Spanish
- Guidance regarding Live-in Care Exception
- If this exception does apply, complete the following form in either English or Spanish and retain for your records:
Self-Registration & On-Boarding
Once determined you are subject to EVV requirements, review the step-by-step process below.1. All Providers – Complete Self-Registration
The first step for all providers subject to EVV requirements is to complete self-registration.
- Click the following link to self-register: Self-Registration Link
- For help with self-registration, refer to the “Help” option on the left-hand side of the self-registration screen or use this quick reference guide linked below.
- Through self-registration, indicate what system caregivers/staff will use to collect EVV data. Select to use the CalEVV state-provided system or an Alternate EVV system.
- Providers should register to use the state-provided system, CalEVV, unless they are already using a timekeeping or case management system to collect EVV visit data.
- This choice can be changed later, if needed.
- For more information about the CalEVV system, click the recorded demonstration, or transcript of the demonstration below:
2. All Providers – Save CalEVV Identification Number
After completing self-registration, the CalEVV Identification Number will appear on the screen. Also, a confirmation email will be sent to the email address entered during self-registration providing the CalEVV Identification Number. Retain this number to access training and to use to reference the account.
- If using an Alternate EVV system, go to step 3.
- If using the CalEVV system, go to step 4.
3. If using an Alternate EVV system to collect EVV data
Work with the Alternate EVV vendor selected, as needed, so that they successfully complete testing with Sandata Technologies, LLC to send EVV data to the CalEVV Aggregator.
- Once testing between the Alternate EVV system and Sandata are complete, a link will be emailed to you from Sandata giving access to required training.
- For information and documents to assist with testing, please visit the ‘Alternate EVV Solutions’ tab above.
- Once training is completed, you’ll receive another email giving access to the CalEVV Aggregator account for the provider agency.
- The CalEVV Aggregator account is where provider agency office staff will be able to see the EVV data sent by the Alternate EVV system on your behalf.
- Proceed to step 5.
- For technical questions or issues regarding the Alternate EVV certification process, providers and Alternate EVV vendors should contact the Alternate EVV customer support via email at CAAltEVV@sandata.com or by phone at (855) 943-6069.
4. If using CalEVV to collect EVV data
About 48 hours after completing self-registration, an email will be sent to the email address entered during self-registration. This email will have a link to access the required overview and security training for the administrator, or initial contact person, to complete.
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- Check junk/spam folders for this email.
- The email comes from <do-not-reply@etraconline.net>
- After completing the required initial overview and security training, view then download the completion certificate from the training page. Keep this certificate.
- About 48 hours after downloading that training certificate, another email will be sent to the email address entered during self-registration providing a link to optional training videos as well as a ‘Welcome Kit’.
- The email comes from <do-not-reply@etraconline.net>.
- The email includes a link to additional optional trainings for office staff and staff/caregivers via recorded webinars on various topics.
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- Link for English training: CalEVV Training Videos
- Link for Spanish training: CalEVV Vídeos de Formación
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- The email also includes a Welcome Kit. The Welcome Kit has helpful tools for staff/caregivers and system log-in information for office staff to get started in the provider agency’s CalEVV account.
- Proceed to step 5.
- For technical questions or issues when completing these steps, contact Sandata customer support via email at CACustomerCare@sandata.com or by phone at (855) 943-6070.
5. All Providers – Take Final Actions to Complete On-Boarding
Log into the provider agency’s CalEVV account and review the following information for accuracy and completion.
- Regional center provider agencies using CalEVV, or the CalEVV Aggregator, have the ability and responsibility to add, edit and manage their ‘provider identifiers’ in their CalEVV account.
- The ‘provider identifier’ that is required to be in the CalEVV account for regional center providers is the vendor number (or vendor ID) assigned to providers by their vendoring, or courtesy vendored, regional center. The vendor number is usually a 6-digit number beginning with two letters followed by four numbers (for example, AB1234) and is used during eBilling to invoice for services rendered.
- Provider agencies are required to assure their CalEVV accounts reflect all the regional centers and all the vendor numbers under which they are responsible to capture and send EVV visit data.
- Use this quick reference guide to update or manage the ‘Provider Identifiers’ associated to this account.
- Enter Client and Employee Records into the CalEVV account
- CalEVV users can use the training videos linked in Step 4 above for “Create Client Record” and “Create Employee Record”.
- Providers using an Alternate EVV system need to contact them and assure they have the information needed to send client and employee records to the CalEVV Aggregator.
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- Reference the “Alternate EVV Systems” tab above for useful tools.
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On-Going Provider Activities – Coming soon!
Alternate EVV Vendors
Introduction to Alternate EVV Video: This video is from Sandata, and it provides a general introduction to what it means to be an Alternate EVV Vendor and the steps to take. Registering as an Alternate EVV Vendor: This link provides you with screenshots and steps to register as an Alternate EVV Vendor Portal user. The portal assists Alternate EVV vendors with the steps to get certified and approved to receive the credentials to begin aggregating data to Sandata in the state of California. CalEVV Vendor Solutions Town Hall Meeting: This link provides you with a town hall meeting video where Alternate EVV vendors can understand more about the process of having an Alternate EVV Vendor solution and how the data is sent to Sandata. EVV Alternate Vendor Specifications on Sandata Website: This link directs you to the Sandata website where you can download the specification document. This specification is intended to document the requirements for using the Sandata Real-Time Interface (part of the Open EVV Series of Interfaces) for receiving information from Alternate EVV Vendors into the Sandata Aggregator. EVV Alternate Vendor Specifications-User Guide on Sandata Website: This link directs you to the Sandata website where you can download the specification user guide. This guide helps Alternate EVV Vendors and providers through the EVV Vendor Solution certification process to integrate with the Aggregator for the CalEVV program in California. Contact email and phone number for technical questions:-
- Email: CAAltEVV@sandata.com
- Phone: 855-943-6069
Electronic Visit Verification in the Self-Determination Program (SDP)
In the Self-Determination Program (SDP), there are personal care services and home health care services. The SDP services and service codes subject to the EVV requirement are listed in the guidance issued on July 8, 2022. This guidance includes both traditional and SDP service codes. Review this guidance to determine if services you use or provide are subject to the EVV requirement.- English: Guidance regarding Service Codes Subject to EVV
- Spanish: Guidance regarding Service Codes Subject to EVV- Español
- English: Guidance regarding Live-in Care Exemption
- Spanish: Guidance regarding Live-In Caregiver Exemption-Español
- English: EVV- Provider Compliance in the Self-Determination Program
- Spanish: EVV- Provider Compliance in the Self-Determination Program- Español
- You will decide how you would like your direct care staff to record EVV from the options below.
- Option 1: Use the electronic system provided by your FMS. You must reach out to your FMS to let them know this is your choice.
- Option 2: Use a different system for your direct care staff to record and report your EVV data. This option does not change the system your FMS uses with your direct care staff. Reach out to your FMS to let them know this is your choice.
- If you choose to use a different system, go to the ‘Provider’ tab above and follow the steps and use the tools there to self-register and complete on-boarding as a provider.
- Contact DDS for any questions at EVV@dds.ca.gov.
- The FMS has an agreement for you to sign and return to them which also provides you with information you’ll need.
- You will go to the ‘Provider’ tab above and follow the steps and use the tools there to self-register and complete on-boarding as a provider.
- English: Bill Payer Agreement
- Spanish: Bill Payer Agreement -Español
- August 2, 2023:
- April 18, 2023:
- July 8, 2022:
- February 3, 2022:
- January 28, 2022:
Last modified: April 11, 2025