Individual Plan of Care

Description:

This report shows plans of care set up for individual clients, which each client receiving a page. The report shows plan of care information including start/end dates, tasks and frequency.

Use:

Use this report to review individual plans of care for clients. This report can be used to easily review planned activities for a client based on the plan of care entered into or received by the system. Agency personal, including clinicians, can use this report to validate that the plan of care is appropriate for the client and is used by Sandata’s mobile application, SMC when presenting the task list to the employee during the visit.

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) When a partial name is entered the report will display 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 Grouping Tab

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

Field	Description
Client Name	the client's name
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 ID	the Sandata client ID

Report Output

Each column of the report displays:

Columns	Definition
Payer	the payer for the plan of care
Program	the program(s) for the plan of care
Service	the service(s) for the plan of care
Provider ID	the state assigned identifier for the provider (e.g. Provider Medicaid ID)
Account Name	the account name
Account	the provider agency’s Sandata EVV account number
Start Date	the start date of the client’s plan of care
End Date	the end date of the client’s plan of care When no end date is selected, the end date displays as 2099 or 2999.

Tasks and Frequency

Each column of the report displays:

Columns	Definition
Task	the tasks assigned to the plan of care
Times/Wk	the number of times per week each task is performed
Sun/Mon/Tues/Wed etc	the days of the week when the task is to be performed Days that are a part of the plan of care are indicated with an “X.”

Sample Report

Individual Plan of Care - Sample