Schedules by Staff

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.
Team	The selected team.
Event Status	The selected event status.
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.
Coordinator	The selected coordinator.
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
Client Name	Sorts the report by client name in ascending or descending order. Blank if unknown.
Schedule Date	Sorts the report by schedule date in ascending or descending order.
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.
Client	The client's name (last, first).
Stx Client ID	The client's Santrax Client ID number.
Address	The client's primary address.
Phone	The client's primary phone number.
In	The scheduled time in for the visit.
Out	The scheduled time out for the visit.
Hours	The length of the visit in hours.
Payor	The client's payor.
Miles	Miles traveled for the visit.
Status	The status of the visit.
Events	The total number of scheduled events for the staff member.
Hours	The total number of scheduled hours for the staff member.
Total Events	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