Observation Question Report

Description:

This report displays the details of the responses provided to observation questions entered using Sandata Mobile Connect. The report is broken out with each client receiving their own page. It displays the date of the visit, the employee who performed the visit and the observation questions and responses recorded during the visit. Each question is displayed in a separate column.

Use:

Use this report to assist in understanding responses to observation questions over time. This information can assist in monitoring trends and to review how different employees answer the same question. This ability to track trends increases the value of the collected observation information.

Fields and Columns:

Parameters

Use the following fields to limit the report output to:

Field Description
Payer the selected payer(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.

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
Account the provider agency's Sandata EVV account number
Provider ID the state assigned identifier for the provider (e.g Provider Medicaid ID)
Client Name

the client’s name.

Blank if unknown.

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".

Diagnosis Code The diagnosis code and brief description, if available
Supervisor The supervisor at the provider agency

Report Output

Each column of the report displays:

Columns Description
Visit Date the date of the visit
Employee Name

the employee’s name

Blank if unknown.

Santrax ID the employee's Santrax ID
Observation Questions

the observation questions and responses recorded during the visit

Each observation question is displayed in it’s own column.

Sample Report

Observation Question Report - Sample

Observation Question Report - Sample

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