Staff Data by Program Staff Worked

Staff Data by Program Staff Worked

Note:

By default, this report opens as a PDF. For sorting options and to view staff member names, export the report as a MS Excel (Data Only) CSV.

Description:

This report displays information for visits conducted by staff members at a selected location over a seven-day period. The report displays the staff member’s details as well as the client’s name, date of service and the time of the visit.

Use:

This report can be used to quickly review a staff member’s activity for a selected period or assess the larger work being performed by a location or payor.

Limitations:

Filter

This report can be filtered by:

Field

Description

Company

The selected company.

Location

The selected location.

Admit Types

The selected admission type.

Payor

The selected payor.

Event Code

The selected event code.

Date

The selected date.
The report generates 7 days’ worth of data prior to the selected date.

Report Output

Each column of the report displays:

Field

Description

Staff

The staff member’s name.

Staff ID #

The staff member’s ID number.

Client

The client’s name.

Date of Service

The date of the visit.

Admission Type

The admission type of the visit.

Payor

The payor associated with the visit.

Event Code

The event code of the visit.

Hours Worked

The total length of the visit.

Is OT

If the visit was overtime or not.

Sample Report

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