Call Summary

Description

This report focuses on the Start and End calls and calculates the hours worked and number of completed visits on that specific day.

Use

Use this report to review current visit information on a daily basis and identify the incomplete visits from the previous day that need follow up.  The report also calculates the number of completed visits and billable hours per page as well as a total for the entire report.

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.
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

Report Output

Each column of the report displays:

Columns	Description
HCPCS	The Healthcare Common Procedure Coding System service code
Client ID	The Sandata client ID
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, shows as “N.”
Client Name	The client's name
Employee Name	The employee's name
Employee Email	The employee’s email address
Employee ID	The employee’s ID
Visit Key	The visit id related to the visit
Calls: Start	The actual or manually entered start time for the visit If no adjustment was made, the actual start time displays.
Calls: End	The actual or manually entered end time for the visit If no adjustment was made, the actual end time displays.
Calls: Hours	The calculated duration for the visit in hours
Bill: Hours	The billable hours for the call
Bill: Units	The billable units for the call
Total of Bill Hours	The total billable hours
Total of Completed Visits	The total number of completed visits
Total of Visits	The total number of visits
Grand Total of Billed Hours	The grand total of billable hours
Grand Total of Completed Visits	The grand total of completed visits
Grand Total of Visits	The grand total of visits

Sample Report

Call Summary - Sample