Description
All visits associated with each Client within the selected date range are listed with one client per page in this report. At the end of the report, there is a legend for reason codes and a legend for icons.
Use
Use this report to track your client's visits by monitoring call times, pay, and reason codes.
Fields and Columns
Parameters
Use the following fields to limit the report output to:
| Field | Description |
|---|---|
| Payer | visits with the selected payer |
| Program | visits with the selected program |
| Service | the selected Service related to the visit |
| 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 | visits with the entered Medicaid ID |
| Supervisor | the selected supervisor |
| Department | visits that occurred in 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 Output
Each column of the report displays:
| Column | Description |
|---|---|
| Program | the program for the visit |
| Service | service(s) performed during the visit |
| SPV | the client's supervisor at the provider agency |
| Priority | the priority assigned to the visit |
| Employee Name | the name of the employee who conducted the visit |
| Visit date | the date of the visit |
| Call, In, Out | the call-in and call-out time for the visit |
| Actual Hours | the actual hours for the visit |
| Adjusted, Start, End, Hours | any manual edits made for the visit |
| Bill, Hours, Rate | the billable hours and rate for the visit |
| Reason Codes | any reason codes applied during the related visit |
Sample Report
Visit Log Report
Reason Code Legend Sample
Icon Legend
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