Payroll Summary by Client

Description:

This report shows a summary view of payroll information, sorted by client. The report is broken out by client with each change in client starting a new page. The report includes the number of visits performed for the client, basic visit information and payable hours in decimal and fractional formats.

Use:

Use this report to review payroll information by client. This report is used to understand the impact of specific clients on overall agency payroll.

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

Department

the selected department

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

Client ID

Sandata Client ID

Client Name

the client's name

Client Medicaid ID

the client's Medicaid ID

Report Output

Each column of the report displays:

Columns

Description

Employee

the employee's name

Employee ID

the employee's ID number

Santrax ID

the employee's Santrax ID

Visit Date

the date of the visit

Service

the service performed for the visit

# of Visits

the number of visits

Pay Hrs Decimal

the pay hours in decimal numbers

Pay Hrs Fractional

the pay hours in fractional numbers

Sample Report

Payroll Summary by Client - Sample

Payroll Summary by Client - Sample

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