Payroll Review

Description:

This report displays a list of visits sorted under their respective staff member. Fields regarding payment information are listed for each client.

Use:

This report can be used by payroll staff to view and record expenses, and in the payroll process.

Limitations:

N/A

Filters

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Team	The selected team.
Service	The selected service.
Event Type	The selected event type.
Event Code	The selected event code.
Event Status	The selected event status.
Staff Home Location	The selected region of staff addresses.
Staff	Staff member by name (last name, first name). When a partial name is entered the report displays results that begin with the entered characters.
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.

Sorting

This report can be sorted by:

Field	Description
Schedule Date	Sorts the report by the scheduled date in ascending or descending order.
Client	Sorts the report by client name in ascending or descending order. Blank if unknown.
Schedule Time	Sorts the report by the amount of scheduled time in ascending or descending order.

Report Output

Each column of the report displays:

Field	Description
Staff	The staff member's name (last, first) and ID number.
Date	The date of the visit.
Client	The client's name. Blank if unknown.
Chart ID	The client's Chart ID number.
Service	The type of care provided.
EC	The event code for the visit.
In	The time in for the visit.
Out	The time out for the visit.
Quantity	The number of hours for the visit.
Units	The hours for the visit converted to units. Unit conversion varies by agency.
Rate	The hourly rate for the visit.
Amt	The total amount to be paid for the visit.
Supplies	The cost of supplies for the visit.
Event Status	The event status.
Pay Status	The payment status.

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