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
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