Call Listing

Description:

This report displays all calls that were made to Santrax EVV phone numbers for the date and time range that was specified when selecting the report. The calls are listed one after another individually with the beginning pages listing the unknown calls.

Use:

This report is used to review calls.

Field 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) 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

Report Output

Each column of the report displays:

Columns Description
SPV the supervisor assigned to the employee
Service the service performed for the call
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, is shown as “N.”

Client Name the client's name
Phone # the client’s primary phone number
Employee Name the employee's name
Employee Email the employee's email address
Employee Santrax ID the employee’s Santrax ID
Call Type the call type for the visit
Call Time the time of the visit
Group Visit Code the group visit code associated with the visit
Indicators an icon representing call functionality used for the call (see Legend)
Grand Total of Actual Calls the grand total of calls

Sample Report

Call Listing - Sample

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