Plan of Care Listing

Description:

This report shows the summarized plan of care for visits scheduled during a selected date range. The maximum date range for this report is 730 days.

Use:

Use this report to review the plan of care for visits scheduled during the selected date range. This report allows users to see when each Plan of Care expires (the end date) for each client and service. The report also shows the days per week and hours per day to help agency staff ensure visits are scheduled appropriately.

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	plans of care with 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	the client Medicaid ID

Report Output

Each column of the report displays:

Columns	Description
Payer	the payer for the plan of care
Program	the program for the plan of care
Service	the service for the plan of care
Client: ID	the Sandata client ID
Client: Name	the client's name
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.”
Start Date	the start date of the client's plan of care
End Date	the end date of the client’s plan of care When no end date is selected, the end date displays as 2099 or 2999.
Days Per Week	the number of days a week where visits are expected based on the plan of care
Hours Per Day	the number of hours per day where visits are expected based on the plan of care
Total Hours	the total number of hours per week where visits are expected based on the plan of care

Sample Report

Plan of Care Listing - Sample

• AGG Manual.5.log-269538.zip7 KB