Visit Verification Activity Log

Description:

This report shows all visits taking place for a selected date range, sorted by client. The report displays visit information including client name, staff member, call in and call out time as well as additional visit information including scheduled visit times, billing information and any changes made to the visit. The maximum date range for this report is 7 days.

Use:

Use this report to review and verify visits that occurred for a selected date range. This is available as an excel file or CSV only due to the number of fields, it cannot be properly formatted for presentation and printing. This is a detailed report with all visit information.

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 – Excel and CSV Only

Each column of the report displays:

Column	Description
Visit Key	the visit key
Account	the provider agency's Sandata EVV account number
Account Name	the account name
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".
Alternate Medicaid ID	the alternate Medicaid ID
Client Last Name	the client’s last name Blank if unknown.
Client First Name	the client’s first name Blank if unknown.
Client Middle Initial	the client’s middle initial Blank if unknown.
Employee Santrax ID	the employee's Santrax ID
Employee Last Name	the employee’s last name Blank if unknown.
Employee First Name	the employee’s first name Blank if unknown.
Payer	the payer for the visit
Program	the program for the visit
Service	the service performed for the visit
Scheduled In Date	the scheduled start date for the visit
Scheduled In Time	the scheduled start time for the visit
Scheduled Out Date	the scheduled end date for the visit
Scheduled Out Time	the scheduled end time for the visit
Call In Date	the call in date for the visit
Call In Time	the call in time for the visit
Call Out Date	the call out date for the visit
Call Out Time	the call out time for the visit
Adjusted In Date	the manually entered call in date for the visit
Adjusted In Time	the manually entered call in time for the visit
Adjusted Out Date	the manually entered call out date for the visit
Adjusted Out Time	the manually entered call out time for the visit
Bill Time	the billable time for the visit
Pay Time	the payable time for the visit
Group Code	the group visit code associated with the visit
Tasks	the task(s) performed for the visit
Memo	any information entered in the Memo field of the Visit Details screen
Change User	the user who edited the visit
Change Date	the date the visit was edited
Change Time	the time the visit was edited
Change Privilege	the change made based on the privilege (e.g. Visit - Update Client, Visit - Update Memo, Acknowledge exception: Client Signature Exception)
Reason Code	any reason codes applied when editing the visit

Sample Report

Visit Verification Activity Log - Sample

• AGG Manual.5.log-269538.zip7 KB