Visibility Options in Visit Maintenance

By default, only certain information is displayed on the Manage Visits screen in Visit Maintenance.

1. To view different fields, select SHOW DISPLAY OPTIONS.

2. Choose from the display options shown, then select SAVE.

Note: The table below describes the available fields in the Manage Visits view.

Field	Description
Adjusted Hours	Displays the time elapsed between the adjusted in and out times.
Adjusted In	Displays the manually entered call in time, when provided.
Adjusted Out	Displays the manually entered call out time, when provided.
Approved	Displays a checkbox indicating whether the visit was approved.
Bill Hours	Displays the total bill time for the visit. This value is automatically calculated based on the call in/call out times. (Format HH:MM)
Call Hours	Displays the time elapsed between the call in and out in minutes.
Call In	Displays the call in time (Format: AM/PM).
Call Out	Displays the call out time (Format: AM/PM).
Claim Verification Status	If the account is configured for claims validation and the visit was successfully returned to the claims adjudication engine at least once, this displays a ‘Y’. Otherwise, it displays an ‘N’.
Client ID	Displays the assigned ID.
Client Medicaid ID	Displays the client’s Medicaid ID.
Client Name	Displays the client’s name (Format: last name, first name).
Client Primary Phone Number	Displays the client’s primary phone number.
Client Verified	If the client has fully verified the visit including all configured confirmations (time, service, signature), this will show a ‘Y’. Otherwise, it will show an ‘N’.
Do Not Bill	Selecting this check box flags the visit as omitted. Visits with this status are not available for claims validation.
Employee Contact Phone Number	Displays the employee’s phone number.
Employee ID	Displays the employee’s ID. Hover over this item to view additional employee information.
Employee Name	Displays the employee’s name (Format: last name, first name).
Exported	Displays an indicator that identifies whether a visit was exported. ‘Y’=the visit has been exported, ‘N’=the visit has not been exported. NOTE: This indicator does not display if the visit was exported via a data warehouse export.
Group Visit Code	Displays the code generated for a group visit.
Memo	Displays the first few characters of an entered memo on the Visit Details screen to indicate there is a memo attached to the visit. The full memo is displayed on the Memo tab of the Visit Details screen.
Payer	Displays the payer associated with the visit.
Program	Displays the program associated with the visit.
Santrax ID	Displays the employee’s Santrax ID.
Scheduled Hours	Display the total number of scheduled hours for the visit.
Scheduled Time In	Displays the scheduled start time of the visit.
Scheduled Time Out	Displays the scheduled end time of the visit.
Service	Displays the service selected or scheduled for the visit.
Supervisor	Displays the client’s assigned supervisor.
Tasks	Displays the number of tasks entered. Detailed task information is displayed on the Tasks tab of the Visit Details screen.
Units	Displays the number of units for the visit.
Visit Date	Displays the date the visit started.
Visit Status	Displays the status of the visit as scheduled, incomplete, in process, or verified.
	The dots are used throughout the results list and indicate one or more exceptions for the related field. Click the dot to open the Visit Detail screen to the appropriate tab. Hover over this field to show all currently applied exceptions related to this field. NOTE: If the column related to the exception is hidden, users can only view that exception on the Exception tab of the Visit Details screen. Red Exceptions must be fixed. Orange Exceptions must be acknowledged. Select Show Legend to learn more about the colors of these dots.
	This symbol is used throughout the results list and indicates the client on this visit had an FVV device assigned to them when the visit was started. The serial number of the device is displayed on the Client tab of the Visit Details screen. This information can be used to understand why the No Show status may be applied to a visit, as calls from an FVV device are generally logged by the system after the visit ends. Select Show Legend to learn more about reading the visit grid.