

SANDIS 8 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 8 to SANDIS Mobile, you’ll find it all right here.
Updated: Jun 4, 2024
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.
Avatars
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.