Visit Verification Activity Details

Description

This report shows all visits taking place for a specific day and the activity that was performed in Visit Maintenance on those visits. The report displays visit information including client name, employee name, call in and call out time as well as additional visit information including scheduled visit times, and billing information.

Use

Use this report to review activity performed for visits that occurred for a selected day. This shows all of the changes that were made for the visit in the Visit Maintenance module, along with the reason codes applied. The second line of the visit shows what the change was, who made the change, and when. This report can be used to understand which visits are being modified and which user is making those modifications.

Fields and Columns

Parameter

Use the following fields to limit the report output to:

FieldDescription
Payerthe selected payer(s)
Programthe selected program(s)
Servicethe 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.

Report Output

Each column of the report lists:

ColumnsDescription
SPVthe supervisor at the provider agency
Clientthe client's ID and name (last, first)
Employeethe employee's username
ViewN/A
Datethe date of the visit
Scheduled Startthe scheduled start time for the visit
Scheduled Endthe scheduled end time for the visit
Scheduled Hoursthe total hours scheduled for the visit
Actual Startthe actual start time for the visit
Actual Endthe actual end time for the visit
Actual Hoursthe total hours based on actual calls
Pay Hoursthe total payable hours
Reason Codesany reason codes applied when editing the visit
Taskthe tasks performed for the visit
EXPindicates whether or not the visit has been exported

Sample Report

 

Visit Verification Activity Details - Sample

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