Schedule Verification Report

Schedule Verification Report

Description:

This report displays a list of scheduled visits sorted under staff member for the selected range of dates.

Use:

This report can be used by staff or the agency to view past, current, and upcoming visits, as well as information relevant to the client.

Limitations:

N/A

Filters

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Admit Type

The code for the client's admission.

Team

The selected team.

Staff Manager

The selected staff manager.

Coordinator

The selected coordinator.

County

The selected county.

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.

Payors

The selected payors.

Event Status

The selected event status.

Verifier

The selected verifier.

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

Staff Name

The staff member's name.

Staff No

The staff member's ID number.

Position

The staff member's position.

Totals for Employee

The total number of hours for the employee within the selected range of dates.

Date

The scheduled date of the visit.

Schd Times

The scheduled start and end times of the visit.

Strx Times

The actual start and end times of the visit.

Hrs

The length of the visit in hours.

LI

Indicates if the visit has a live in event code.

Service

The type of care provided.

Event

The event code for the visit.

Client

The client's ID and name (last, first).

Payor

The client's payor.

Type

The code for the client's admission.

Team

The ID of the team.

Client Coordinator

The coordinator's number and name. Displays either as a company or organization name, or the coordinator's name (last, first). If a coordinator is not specified, this will display as N/A.

Event Status

The event status.

Sample Report

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