Employee Compliance Sheet

Description:

This report displays the compliance items selected in the payor’s Compliance Settings (Main Menu > Billing > Payor > Compliance Settings) and if the staff member is compliant. The report displays the documents as well as their completion date, expiration date, and any other information associated with the item.

Use:

This report can be used to quickly assess staff member compliance, identify non-compliant staff members, and review upcoming out of compliance dates.

Limitations:

Filters

Note: Company and Payor must be selected before running this report.

This report can be filtered by:

Field	Description
Company	The selected company.
Location	The selected location.
Payor	The selected payor.
Staff	The selected staff member.
Staff Status	The selected staff status.
Position	The selected position.
Staff Type	The selected staff type.

Report Output

Each column of the report displays:

Field	Description
Name	The staff member’s name.
Hire Date	The staff member’s hire date.
Position	The staff member’s position.
Agency ID	The staff member’s Agency ID number.
Gender	The staff member’s gender.
Document	The name of the compliance item.
Completed Date	The date the compliance item was completed.
Expiration Date	The date the compliance item expires.
Result	The result of the compliance item.
Comments	The notes or comments associated with the compliance item.

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