Activity Report by Client

Description:

This report displays a list of all billable services and visits sorted under client.

Use:

This report can be used by the agency to view payroll expenses for specified clients.

Limitations:

N/A

Filters

This report can be filtered by:

Field	Description
Company	The selected company.
Locations	The selected location.
Admit Type	The code for the client's admission.
Team	The selected team.
Payor	The selected payor.
Client	Client by name (last name, first name) or Sandata Client ID. When a partial name is entered the report displays results that begin with the entered characters.
Date From	The first date of a selected range of dates.
Date To	The last date of a selected range of dates.

Report Output

Each column of the report displays:

Field	Description
Client	The client's name (last, first) and ID number.
Events	The number of events.
Hours	The number of hours.
Units	The hours converted to units. Unit conversion varies by agency.
Visits	The number of events.
Per Diem	The per diem allowance.
Supplies	The cost of supplies for the event.
Bill Rates	The hourly rate for the event.
Charges	The total charge for the event.
Copays	The copay for the event.
Payroll	The amount for the staff payroll.
Gross Mgn	The gross margin.
Subtotals	Subtotals for all fields under each client.
Report Totals	Totals for all fields for the entire report.

Sample Report

• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB
• SAM Manual.5.log-1524159190.zip40 KB