Payroll Summary by Client

Description:

This report shows a summary view of payroll information, sorted by client. The report is broken out by client with each change in client starting a new page. The report includes the number of visits performed for the client, basic visit information and payable hours in decimal and fractional formats.

Use:

Use this report to review payroll information by client. This report is used to understand the impact of specific clients on overall agency payroll.

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.
Supervisor	the supervisor code for the client(s) at the provider agency
Department	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 Grouping Tab

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

Field	Description
Client ID	Sandata Client ID
Client Name	the client's name
Client Medicaid ID	the client's Medicaid ID

Report Output

Each column of the report displays:

Columns	Description
Employee	the employee's name
Employee ID	the employee's ID number
Santrax ID	the employee's Santrax ID
Visit Date	the date of the visit
Service	the service performed for the visit
# of Visits	the number of visits
Pay Hrs Decimal	the pay hours in decimal numbers
Pay Hrs Fractional	the pay hours in fractional numbers

Sample Report

Payroll Summary by Client - Sample