Schedules by Staff - Detailed

Description:

This report displays a list of scheduled events within the selected date range, sorted under staff member.

Use:

This report can be used by the agency to view scheduled services to be performed by date, and by which staff member.

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	Staff member by name (last name, first name). When a partial name is entered the report displays results that begin with the entered characters.
Staff Status	The selected staff status.
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 schedule date in ascending or descending order.
Client Name	Sorts the report by client name in ascending or descending order. Blank if unknown.
Time In	Sorts the report by the scheduled start time in ascending or descending order.

Report Output

Each column of the report displays:

Field	Description
Date	The date for the event.
Service	The type of care provided.
Staff	The staff member's name (last, first) and primary phone number.
Schedule Date	The scheduled date for the visit.
Time In	The scheduled time in for the visit.
Time Out	The scheduled time out for the visit.
Hours/Min	The length of the visit in hours.
Client	The client's name (last, first).
Client Phone	The client's primary phone number.
Client Address	The client's primary address.
Payor	The client's payor.
Event	The event code.
Miles	Miles traveled for the visit.
Status	The status of the visit.
Daily Totals	The total number of scheduled events for the staff member.
Hours	The total number of scheduled hours for the staff member.
Grand Totals	The total number of scheduled events on the report.
Total Hours	The total number of scheduled hours on the report.

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