Agency Master Schedule

Description:

This report provides a comprehensive list of all scheduled visits for the selected date-range.

Use:

This report lists all scheduled visits with a start date that falls within the selected date-range.

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 AR#	the client’s Account Receivable (AR) number
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 Output

Each column of the report displays:

Columns	Description
Client Name	the client's name
Client Phone	the client’s primary phone number
Employee Santrax ID	the employee’s Santrax ID
Start	the scheduled start time for the visit
End	the scheduled end time for the visit
Hours	the total hours scheduled for the visit
Client ID	the Sandata client ID
Employee	the employee ID

Report Sample

Agency Master Schedule – Sample

• AGG Manual.5.log-269538.zip7 KB