Employee Activity

Description:

This report shows visit activity for each employee with each employee’s information displayed on its own page. The report displays information about visits performed by the employee for the selected date range. The maximum date range of this report is 31 days.

Use:

Use this report to review visit activity by employee. The report shows the detailed employee visit history. It can be used to monitor employee trends for late visits and tasks being performed. Times shown for the visit are based on the final visit times, using actual times or adjusted times if any adjustments occurred.

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)
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
Employee ID	the employee's ID number
Employee Name	the employee's name
Employee Santrax ID	the employee's Santrax ID

Report Output

Each column of the report displays:

Columns	Description
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.”
Visit Date	the date of the visit
Schedule Start	the scheduled start time for the visit
Start	the actual or the manually entered start time for the visit If no adjustment was made, the actual start time displays.
End	the actual or the manually entered end time for the visit If no adjustment was made, the actual start time displays.
Hours	the duration of the visit in hours based on either the adjusted or actual times
Late Minutes	the difference between the scheduled and actual/manually entered start time (in minutes) If no adjustment was made, the actual start time displays.
Service	the service code for the visit

Tasks:

Tasks repeat as many times as needed to display all tasks entered for the visit.

Each column of the report displays:

Columns	Description
ID	the task ID
Name	the task name
Reading	any reading entered for the task
Total Visits	the total number of visits performed by the employee
Total Tasks	the total number of tasks entered by the employee
Average Tasks/Visit	the average number of tasks performed per visit

Sample Report

Employee Activity – Sample

• AGG Manual.5.log-269538.zip7 KB