Visit Verification

Description

This report provides information for visits on a given date. Reported information for each visit includes all call information.

Use

Use this report to see all information about a visit including additional information that is not visible directly on the visit line in Visit Maintenance, such as extraneous calls. This report can be used as a convenient way to report and/or verify visit maintenance information.

Fields and Columns

Parameter

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.
Supervisor	the supervisor code for the client(s) at the provider agency
Department	the selected department
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

Reports are grouped by the following fields. Each change in these fields results in a page break.

Field	Description
Account	the provider agency’s Sandata EVV account number
Payer	the payer
Program	the program
Service	the service performed for the visit

Report Output

Each column of the report lists:

Columns	Description
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
Phone #	the client’s primary phone number
Employee Name	the employee's name
Employee Santrax ID	the employee's Santrax ID
Visit Key	the visit id related to the visit
Visit Date	the date of the visit
Scheduled: Start	the scheduled start time for the visit
Scheduled: End	the scheduled end time for the visit
Scheduled: Hours	the total hours scheduled for the visit
Actual: Start	the actual start time for the visit
Actual: End	the actual end time for the visit
Actual: Hours	the actual hours elapsed for the visit
Adjusted: Start	the manually entered start time for the visit
Adjusted: End	the manually entered end time for the visit
Adjusted: Hours	the manually entered hours elapsed for the visit
Bill Hours	the total billable hours for the related visit
Client Verified Service	indicates if the client verified the service
Client Verified Time	indicates if the client verified the time
Client Verified Signature	indicates if the client verified the signature

Sample Report

Visit Verification - Sample