Employee Attributes

Description:

This report shows information about employees as of a selected single date. The report displays basic demographic information as well as important dates (last visit, next visit and number of visits).

Use:

This report can be used by provider agencies to better understand their employee roster. Address and phone information are included to make contacting the employee easier. The employee’s last and next visit are displayed to show recent and upcoming activity. The number of upcoming visits for each employee is also included. Typically, the system includes up to 2 weeks of schedules.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

FieldDescription
Employeeemployee by name (last name, first name) or Santrax ID

Report Grouping Tab

Reports are grouped by the following fields. Each change in these fields results in a page break

FieldDescription
Accountthe provider agency’s Sandata EVV account number
Provider IDthe state assigned identifier for the provider (e.g. Provider Medicaid ID)

Report Output

Each column of the report displays:

ColumnsDescription
IDthe employee's ID number
Namethe employee's name
Santrax IDthe employee's Santrax ID
Addressthe employee’s primary address
Phonethe employee’s primary phone number
Hire Datethe employee’s hire date or the first date the employee was added to Sandata EVV
Term Datethe employee’s termination date or the date the employee was marked as inactive (deleted) in Sandata EVV
Last Visitthe date and time of the last visit started by the employee
Next Visitthe date and time of the employee’s next scheduled visit
# of Visitsthe number of visits for the employee in Sandata EVV for that day
# of Employeesthe number of employees for the account
Grand Total of Employeesthe grand total of employees for the account

Sample Report

 

Employee Attributes - Sample

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