Weekly Call Summary

Description:

This report displays a summary view of all calls placed for the selected week in a weekly grid format, sorted by employee. The report includes information about each call, the client, the employee, and general information about each call. The report includes scheduled and actual times for each call as well as the call duration. If adjusted call times exist for the visit, they are displayed on this report. If no adjusted times exist, the actual call time is displayed.

Use:

Use this report to view worker’s schedules and actual call information for each week. This report can be compared to a worker’s schedule to assist in determining schedule compliance.

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 Medicaid ID	clients with the entered Medicaid ID The entered value must be an exact match to a client’s Medicaid ID.
Supervisor	the supervisor code for the client(s) at the provider agency
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
Department	the department

Report Output

Each column of the report displays:

Column	Description
Employee Name	the employee’s name Blank if unknown.
Santrax ID	the employees Santrax ID
Employee ID	the employee ID
Client Name	the client’s name. Blank if unknown.
Client ID	the client’s ID number
SCH	the scheduled call time
ACT	the actual call time If an adjusted call time exists, the adjusted value is displayed in this column.
Date/Day of Week	the date and day of the week the call occurred
Total	the total duration of all calls across the selected date range

Sample Report

Weekly Call Summary – Sample

• AGG Manual.5.log-269538.zip7 KB