Unresolved Late & Missed Visits

Description:

This report shows all unresolved late and missed visits taking place for a selected date range. The report displays the client and field staff’s name and identification information. The report also displays the scheduled start time of the visit and if the call in was received after the scheduled start time. This report uses data from the schedule. For values to display in the late minutes column, the account must be configured to use the Late In Call exception and the threshold for a late call in must be defined as a parameter in the system. The maximum date range for this report is 7 days.

Use:

Use this report to review any visits marked as late or missed. The report can be used with the Contingency Plan feature to review which visits require attention. It can also be used to view visits that are either late or missed, over a selected date range. This information allows users to identify trends for specific clients or employees.

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.
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:

Columns	Description
Payer	the client's payer from the schedule
Program	the program(s) for the visit from the schedule
Service	the service scheduled to be performed for the visit
Supervisor	the client’s supervisor at the provider agency
Client: ID	the Sandata client ID
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.”
Client: Name	the client's name
Client: Phone	the client's primary phone number
Employee: Name	the employee's name from the schedule
Employee: Santrax ID	the employee's Santrax ID
Employee: ID	the employee ID
Scheduled: Date	the scheduled start date for the visit
Scheduled: Start Time	the scheduled start time for the visit
Actual: Call Start	the call in time for the visit. This value only displays for a late visit.
Actual: Late Minutes	the difference between the scheduled and actual start times (in minutes) This value only displays for a late visit.
Total No Show & Missed Visits	the total number of no show and missed visits

Sample Report

Unresolved Late & Missed Visits - Sample

• AGG Manual.5.log-269538.zip7 KB