Plan of Care Over-Under Served Report

Description:

This report shows the plan of care requirements and if they were over or under served during a specific date range grouped by client. The report displays the client’s identification information, the plan of care details and if the plan of care conditions were met. The maximum date range for this report is 31 days.

Use:

This report allows users to compare the planned activities (plan of care) to the actual tasks logged for each visit during selected date range. If more tasks were performed than scheduled, Over displays in the last column. If less tasks were performed than scheduled, Under displays in the last column. This report allows agency and payer users to view overall client care and identify gaps occurring within the visits. Poor plan of care compliance could mean poor outcomes for a client and would need to be investigated to determine if the plan of care needs to be updated, the caregiver needs to understand the activities that need to happen or if other action is needed.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field	Description
Payer	the selected payer(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.

Report Grouping Tab

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

Field	Description
Provider ID	the state assigned identifier for the provider (e.g. Provider Medicaid ID)
Account	the provider agency's Sandata EVV account number
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".
Alternate Medicaid ID	the client’s Alternate Medicaid ID if available

Report Output

Each column of the report displays:

Columns	Description
Service	the service performed for the visit
Start Date	the start of the week displayed If more than a week is selected or the selected week doesn’t match to the week for the Plan of Care, multiple sections display for a single client for each week.
End Date	the end of the week displayed
Task ID	the ID of the task entered during telephony
Task	the name of the task
Times	the number of times the task should be performed
Planned Duration	the number of times the task should be performed
Actual Duration	the actual amount of time for each task This field only displays for tasks configured to require a reading.
Over / Under	if the client was over or under served based on the plan of care and the tasks entered for the visit

Sample Report

Plan of Care Over / Under Served Report – Sample

• AGG Manual.5.log-269538.zip7 KB