Schedules by Client

Description:

This report shows all schedules for a selected date range. The report is grouped by client with each client receiving their own page. The report displays the employee and client’s name and identification information as well as the visit information. The maximum date range on this report is 31 days.

Use:

Use this report to review and verify client schedules for a selected date range. Users can print this report for a client or client designee review all upcoming schedules.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field	Description
Client	only those visits with the entered client by name (format: last name, first name). When a partial value is entered the report will display results that begin with the entered value.
Client Medicaid ID	the client's Medicaid ID

Report Grouping Tab

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
Provider	the state assigned identifier for the provider (e.g Provider Medicaid ID)
Client Name	the client's name
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 Address	the client's primary address

Report Output

Each column of the report displays:

Columns	Description
Schedule Date	the scheduled date of the visit
Time In	the scheduled start time for the visit
Time Out	the scheduled end time for the visit
Hours / Min	the scheduled length of the visit in hours and minutes
Employee Name	the employee's name
Employee Santrax ID	the employee's Santrax ID
Employee Email	the employee's email address
Payer	the payer for the visit
Program	the program for the visit
Service	the service scheduled for the visit
Number of visits	the number of visits scheduled for the client
Number of hours	the total duration of visits scheduled for the client
Grand Totals	the total of all visits for all clients

Sample Report

Schedules by Client - Sample