Visit Log Report

Description:

All visits associated with each Client within the selected date range are listed with one client per page in this report.

Use:

Use this report to track your client's visits by monitoring call times, pay, and reason codes.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

FieldDescription

Payer

visits with the selected payer

Program

visits with the selected program

Service

the selected Service related to the visit

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

visits with the entered Medicaid ID

Supervisor

the selected supervisor

Department

visits that occurred in 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:

ColumnDescription

Program

the program for the visit

Service

service(s) performed during the visit

SPV

the client's supervisor at the provider agency

Priority

the priority assigned to the visit

Employee Name

the name of the employee who conducted the visit

Visit date

the date of the visit

Call, In, Out

the call-in and call-out time for the visit

Actual Hours

the actual hours for the visit

Adjusted, Start, End, Hours

any manual edits made for the visit

Bill, Hours, Rate

the billable hours and rate for the visit

Reason Codes

any reason codes applied during the related visit

Sample Report

Visit Log report example, with personal information blurred.

Visit Log Report

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