Full Visit Export

Description:

This report produces a comma separated file or an excel spreadsheet that includes details for all visits that occurred within the selected date range. This includes all details about the visit including call in/call out times, exceptions, employee and client information and other data points. If specific data items are not collected by the program, that field will be blank on the report output. This report can be run for a maximum of 31 days.

Use:

Use this export to create an easily sortable list of all visits that occurred within the selected date range. This information can also be used to populate a third-party data store including agency management systems, payroll systems and/or a data warehouse.

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) 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.
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 Output

Each column of the report displays:

Columns	Description
Account	the provider agency's Sandata EVV account number
Account Number	the account name
Visit Source	indicates the source of the visit (Sandata or the Alt EVV vendor providing the information)
Payer	the payer for the visit
Program	the program for the visit
Service	the service for the visit
Employee Last Name	the last name of the employee
Employee First Name	the first name of the employee
Employee SNN	the employee's social security number
Employee ID	the employee's ID
Employee Santrax ID	the employee's Santrax ID
Client Last Name	the client's last name
Client First Name	the client's first name
Client Medicaid ID	the client's Medicaid ID
Client Alternate Medicaid ID	the client's Medicaid 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 Payer ID	the client's payer ID
Sandata Client ID	the Sandata client ID
ALT EVV Client ID	the client's ID from an alternate EVV system
Newborn	indicates if the client is a newborn
Visit Status	the status of the visit
In Call	the date and time the call in was received
Call In Type	the call type used to place the call in (TVV/MVV/Manual/Other)
Call In Phone	the phone number from which the call in was made, if applicable
Call In Latitude	the latitude of the location the call in was made from. This value only displays for visits captured by a mobile device
Call in Longitude	the longitude of the location the call in was made from. This value only displays for visits captured by a mobile device
Out Call	the date and time the call out was received
Call Out Type	the call type used to place the call out (TVV/MVV/Manual/Other)
Call Out Phone	the phone number from which the call out was made, if applicable
Call Out Latitude	the latitude of the location the call out was made from. This value only displays for visits captured by a mobile device
Call Out Longitude	the longitude of the location the call out was made from. This value only displays for visits captured by a mobile device
Adjusted In Time	the manually entered start time of the visit
Adjusted Out Time	the manually entered end time of the visit
Actual Time	the total duration of the visit based on actual call times
Adjusted Time	the total duration of the visit based on manually entered call times
Bill Time	the total billable time for the visit
Units	the total billable units for the related visit, if applicable
Group Visit	indicates whether or not the visit was a Group Visit
Group Visit Code	the group visit coded associated with the visit, if applicable
GPS Exception	indicates whether or not the visit was flagged with a GPS exception This field is blank if the GPS Exception is not enabled.
GPS Call In Distance	the distance in feet from the client's closest address
GPS Call Out Distance	the distance in feet from the client's closest address
Client Signature	indicates if a signature was recorded for this client for the visit
Client Signature Type	indicates the type of signature recorded for the visit (Voice or Written)
Client Verified Time	indicates whether the client verified the time of the visit
Client Verified Service	indicates whether the client verified the service
Unknown Client Exception	indicates whether the visit is flagged with an exception caused by an unknown client
Unknown Employee Exception	indicates whether the visit is flagged with an exception caused by an unknown employee
Visit WO In Call Exception	indicates whether the visit is flagged with an exception caused by a missing in call
Visit WO Out Call Exception	indicates whether the visit is flagged with an exception caused by a missing out call
Unmatched ClientID Phone Exception	indicates whether the visit is flagged with an exception caused by a mismatched phone number
Missing Service Exception	indicates whether the visit is flagged with an exception caused by a missing service
Unauthorized Service Exception	indicates whether the visit is flagged with an exception caused by an unauthorized service
Visit Verification Exception	indicates whether the visit is flagged with an exception caused by the client not verifying the start and end times of the visit
Total Original Exceptions	the total number of exceptions originally applied to visits
Total Current Exceptions	the total number of exceptions currently applied to visits
Provider ID	the state assigned identifier for the provider (e.g. Provider Medicaid ID)

Sample Report

Full Visit Export - Sample