Activity Report by Staff

Description:

This report displays information for all events that occurred within the selected date range, sorted by staff member.

Use:

This report can be used by the agency to view all visit activity and expenses for selected clients and periods of time.

Filters

Use the following fields to limit the report output to:

Field

Description

Company

The selected company.

Location

The selected location.

Admit Type

The selected admission type.

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.

Staff

The selected staff member.

Date From

The first date of a selected range of dates.

Date To

The last date of a selected range of dates.

R

Date To

The last date of a selected range of dates.

Report Output

Each column of the report displays:

Columns

Description

Service

The service code.

Clients

The number of clients for the service.

Events

The number of events for the service.

Hours

The number of hours for the service.

Supplies

The cost of supplies for the service.

Charges

The charge for each service.

Copays

The copays for each service.

Payroll

The amount for the staff payroll.

Staff

The staff member performing the service.

Totals

Totals for each column.

Sample Report

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