Employee Visit Log

Description:

This report shows a log of all visit activity for employees. The report displays information about the visit, employee and client. Each payer receives its own page. The maximum date range for this report is 31 days.

Use:

Use this report to view detailed information about the visit. This report includes standard visit information, as well as the status of the visit, the location of the visit, any visit notes entered using a mobile device and tasks. This report can be exported to excel to allow for sorting and filtering. Schedules are not shown on this report.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field

Description

Client Medicaid ID

clients with the entered Medicaid ID

The entered value must be an exact match to a client’s Medicaid ID.

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

Payer

the payer

Report Output

Each column of the report displays:

Columns

Description

Visit: PRG

the program for the visit

Visit: SRV

the service for the visit

Visit: Date

the date of the visit

Visit: Time In

the actual or the manually entered start time for the visit

If no adjustment was made, the actual start time displays.

Visit: Time Out

the actual or the manually entered end time for the visit.

If no adjustment was made, the actual end time displays.

Visit: Hours

the calculated duration for the visit in hours

Visit: Status

the status of the visit

Location In: Latitude, Longitude

the latitude and longitude of the primary address displayed in the report

This value only displays for visits captured with a mobile device.

Location In: Phone #

the EVV phone number from which the call was made

Location Out: Latitude, Longitude

the latitude and longitude of the primary address displayed in the report

This value only displays for visits captured with a mobile device.

Employee: Name

the employee's name

Employee: Medicaid ID

the state or payer assigned identifier for the employee

Employee: Santrax ID

the employee's Santrax ID

Client: Name

the client's name

Client: ID/Medicaid

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.”

SIG

indicates if a signature was recorded for this client for the visit

Sample Report

Employee Visit Log – Sample

Employee Visit Log – Sample

Comments

0 comments

Please sign in to leave a comment.