Call Listing Report

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
Client ID	the Sandata client ID
Service HCPS	the service code performed for the call (this appears under the 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 ID	the employee’s Santrax ID
Call Type	the call type for the visit
Call Time	the time of the visit
Visit Key	the visit key 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)
Offline Visit	Indicates if an offline visit (Yes or No)
Grand Total of Actual Calls	the grand total of calls

Sample Report

Call Listing - Sample

Legend