Consolidated Activity

Description:

This report displays visit information and detailed task data, including any collected readings for the account, over a selected date range. The report consolidates activity by client showing the employee and tasks for each visit. The maximum date range for this report is 31 days.

Use:

Use this report to review visit and task activity over a selected date range for a given client. This can assist users in reviewing visit and task history.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field	Description
Payer	the selected payer(s)
Program	the selected program(s)
Service	the selected service(s)
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.
Client Medicaid ID	clients with the entered Medicaid ID The entered value must be an exact match to a client’s Medicaid ID.
Supervisor	the supervisor code for the client(s) at the provider agency
Employee	Employee by name (last name, first name) or Santrax ID When a partial name is entered the report displays results that begin with the entered characters.

Report Grouping Tab

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

Field	Description
Account	the provider agency
SPV	the supervisor at the provider agency

Report Output

Each column of the report displays:

Columns	Description
Client Medicaid ID	the client’s Medicaid ID and/or Alternate Medicaid ID If not available, Payer ID. If newborn support is enabled and the client is flagged as a newborn, is shown as "N".
Client Name	the client’s name. Blank if unknown.
Employee ID	the employee ID
Employee Name	the employee’s name Blank if unknown.
Santrax ID	the employee's Santrax ID
Visit Date	the date of the visit
Start	the start time of the visit (actual or adjusted, if an adjustment exists)
End	the end time of the visit (actual or adjusted, if an adjustment exists)
Task ID	the task ID
Task Name	the task(s) performed for the visit
Reading	the reading associated with the task
Grand Total of Visits	the grand total of visits for the selected date range
Grand Total of Tasks	the grand total of tasks performed for the selected date range

Sample Report

Consolidated Activity - Sample

• AGG Manual.5.log-269538.zip7 KB