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

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