Schedules by Date

Description:

This report displays a list of events and visits sorted by date.

Use:

This report can be used by the agency to view upcoming and past schedules by day.

Limitations:

N/A

Filters

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Team	The selected team.
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.
Admit Type	The code for the client's admission.
Payors	The selected payor.
Service	The selected service.
Event Status	The selected event status.
Date From	The first date of a selected range of dates.
Date To	The last rate of a selected range of dates
Client Status	The selected client status.
Coordinator	The selected coordinator.
Staff Manager	The selected staff manager.
Disaster Level	The selected disaster level.
County	The selected county.
Time From	The start time of a selected range of times.
Time To	The end time of a selected range of times.
Marketer	The selected marketer.

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.
Staff Name	Sorts the report by staff 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
Client	The client's name (last, first).
Ofc	The event code.
Staff	The staff member's name (last, first).
Service	The type of care provided.
In	The scheduled start time for the event.
Out	The scheduled end time for the event.
Hours	The scheduled hours for the event.
Units	The hours for the event converted to units. Unit conversion varies by agency.
Visits	The number of visits included.
Per Diem	Per diem hours.
Status	The status of the event.
Notes	Any additional information for the event.
Events	The total number of events for the specified date, including totals for hours, units and visits.
Total Events	The total number of events for the entire selected date range, including totals for hours, units and visits.

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