Understanding EVV for Home Health: How Salesforce and Wise Wolves Streamline Compliance

Tiago Ruivo
May 28, 2025
8 min read

If you're working with home health services and Salesforce, you've probably started hearing the acronym "EVV" pop up more often. It might sound like just another compliance requirement, but EVV—Electronic Visit Verification—is something that can either make or break a deal for healthcare providers relying on Medicaid.

In this blog, we’ll unpack what EVV is, why it matters, and how Wise Wolves is helping clients stay ahead of the game with our powerful EVV Accelerator built for Salesforce.

What Is EVV and Why Should You Care?

Electronic Visit Verification—better known as EVV—is a federal requirement that makes sure home health and personal care visits are tracked and confirmed electronically. It’s not just red tape; it’s a safeguard. EVV was introduced under the 21st Century Cures Act to crack down on Medicaid fraud and make sure every billed visit actually happened.

To stay compliant, EVV systems must verify these six things:

  • Who provided the care
  • Who received it
  • When it happened (both date and time)
  • Where it took place (using GPS or similar tech)
  • What services were delivered
  • How long the caregiver stayed

Now, here’s where it gets interesting (or frustrating): every state gets to roll out EVV in its own way. That means different platforms, different rules, and yes—different headaches depending on where you are.

Meet Sandata: The Most Common Aggregator

Here’s where it gets technical (but we’ll keep it light). Each state sets up a system to receive all the required information about the visits, commonly called an aggregator. States don’t build their own systems; most rely on third-party aggregators. The most widely used one? Sandata.

Sandata acts as the middleman, collecting visit verification data from healthcare providers and sharing it with the state Medicaid agencies. Sandata’s EVV systems are a leading choice for Medicaid compliance and currently serve as the primary EVV aggregator in many states—so there’s a good chance Sandata is your go-to provider.

Why EVV Integration Is a Must-Have for Salesforce in Home Health

For Salesforce users running home health projects—whether it's through Field Service, Health Cloud, or a custom object model—EVV isn’t optional. If a provider is billing through Medicaid, those visits must be verified and submitted to the aggregator system. No EVV = no payment.

That means Salesforce needs to:

  • Capture patient and caregiver data
  • Record check-in and check-out times with geolocation
  • Send all that data to the appropriate state aggregator (like Sandata)
  • Do it all automatically, with minimal user friction

Introducing the Wise Wolves EVV Accelerator

Let’s face it: EVV integration isn’t glamorous. It’s backend-heavy, compliance-driven, and full of edge cases. But that’s where the Wise Wolves EVV Accelerator shines.

Here’s what the accelerator brings to the table:

Prebuilt Integration with Sandata (and Beyond)

Our EVV Accelerator seamlessly connects Salesforce with state EVV aggregator systems—most notably Sandata, the leading aggregator in the U.S.—while remaining fully adaptable for others. Whether you're working in one state or navigating multi-state compliance, our accelerator is built to flex and scale with your evolving regulatory landscape.

Tracks Patients, Caregivers, and Visits—With Geolocation

The accelerator handles patient records, caregiver profiles, and visit verification, including real-time geolocation and timestamp capture. If your caregivers are contractors, this can happen via an Experience Cloud portal, giving field caregivers a smooth check-in/check-out process right from their phones or devices.

Built for Flexibility Across States and Scenarios

Different states have different rules, and not every organization runs Salesforce the same way. That’s why we made this accelerator modular and flexible, supporting:

  • Various Salesforce data models, including Field Service, Health Cloud, or custom-built objects
  • Multiple end-user types, from internal employees logging into Salesforce to external contractors using the portal
  • Multi-state deployments, with seamless integration across differing aggregator systems

Scalable and Efficient

Once deployed, the accelerator runs mostly in the background—batching data transfers, monitoring for errors, and ensuring that visits are verified and Medicaid-compliant without requiring constant admin input.

EVV Isn’t Glamorous—But It Is Critical

Electronic Visit Verification (EVV) might not be the flashiest feature in your home health tech stack, but it’s one you can’t afford to overlook. The good news? With the Wise Wolves EVV Accelerator, you can turn Salesforce into a seamless, Medicaid-compliant solution—minus the manual busywork.

Got questions or diving into a healthcare project? Let’s connect. We’re happy to show you how the integration works and how it can help you deliver smarter, faster home health solutions.