Schedules by Employee

Description:

This report shows all schedules for a selected date range. The report is grouped by employee with each employee receiving their own page for easy distribution. The report displays the field staff and client’s name and identification information as well as the visit information. The maximum date range for this report is 31 days.

Use:

Use this report to review and verify employee schedules for a selected date range. This report can be provided in hard copy (or PDF) to the employee so they have information about upcoming schedules. This allows to review upcoming activity and make any changes before the visit.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field	Description
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's Sandata EVV account number
Provider ID	the state assigned identifier for the provider (e.g Provider Medicaid ID)
Employee Name	the employee's name
Employee Santrax ID	the employee's Santrax ID
Employee Email	the employee's email address

Report Output

Each column of the report displays:

Columns	Description
Schedule Date	the scheduled date of the visit
Time In	the scheduled start time for the visit
Time Out	the scheduled end time for the visit
Hours / Min	the scheduled length of the visit in hours and minutes
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.”
Client Address	the client's primary address
Payer	the payer for the visit
Program	the program for the visit
Service	the service scheduled to be performed for the visit
Number of Visits	the number of visits scheduled for the employee
Number of Hours	the total duration of visits scheduled for the employee
Grand Totals	the total of all visits for all employees

Sample Report

Schedules by Employee - Sample

• AGG Manual.5.log-269538.zip7 KB