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. |
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