Client List with Scheduled Dates

Description:

This report shows a list of all clients with schedules. The report displays authorization information and the dates for the client’s first and next schedule.

Use:

Use this report to review the responsiveness to client needs. Authorization information is displayed, including the date the authorization was received and the authorization’s start date. This information can identify patterns in how authorizations are issued, for example, extended periods of time from date the authorization was received and the first date of service. The date service was first provided as well as the next scheduled date are displayed to ensure services for active authorizations are ongoing.

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
Account	the provider agency’s Sandata EVV account number

Report Output

Each column of the report displays:

Columns	Description
Client ID	the Sandata client ID
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.”
Reference ID	the authorization’s reference number
Received	the date the authorization was received by the agency provider
Start Date	the start date for the authorization
End Date	the end date for the authorization
Service	the authorization’s service
First Schedule	the date of the first scheduled visit after the authorization’s start date
Next Schedule	the date of the next scheduled visit for that service

Sample Report

Client List with Scheduled Dates -Sample