Approved Visits Report

Description:

This report shows all visits flagged as approved for the selected date range. The report is grouped with one employee and client per page, showing all visits for that employee and client. This report displays details about the visit including approval date, services, tasks and call in and out times. This report requires the account to be using the ‘approval’ feature. The maximum date range of this report is 730 days.

Use:

Use this report to view a summary of approved visits, by employee and client. The report can assist in comparing the approval date versus the visit date to ensure that visits are being approved in a timely manner. In Sandata EVV, making adjustments after the visit has occurred removes any auto or client approval and the visit must be re-approved.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field	Description
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 Grouping Tab

Reports are grouped by the following fields. Each change in these fields results in a page break

Field	Description
Employee Name	the employee's name
Client Name	the client's name
Santrax ID	the employee's Santrax ID
Client ID	the Santrax client ID

Report Output

Each column of the report displays:

Columns	Description
Approved Date	the date the visit was flagged as approved
Service	the service selected for the visit
Task	the task(s) selected for the visit
Adj Service	the manually entered service for the visit This only displays if the service was manually changed in the system.
EVV In	the call in time for the visit based on any of the visit capture methods (Mobile, Telephony, FVV, Manual, Other)
EVV Out	the call out time for the visit based on any of the visit capture methods (Mobile, Telephony, FVV, Manual, Other)
EVV HOURS	the length of the visit in hours, based on the EVV In and EVV Out times.
ADJ EVV IN	the manually entered call in time for the visit
ADJ EVV OUT	the manually entered call out time for the visit
ADJ HOURS	the calculated visit length based on any adjustments made
TOTAL HOURS	the total number of approved hours
TOTAL ADJ HOURS	the total number of adjusted approved hours

Sample Report

Approved Visits Report – Sample