Visit Log Report

Description:

All visits associated with each Client within the selected date range are listed with one client per page in this report.

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 example, with personal information blurred.

Visit Log Report

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