Individual Client Activity Report

Description

This report shows visit activity for clients for a selected date range, with each client on their own page. The report displays scheduled versus actual hours, tasks, services and information about the employee who performed the visit. The maximum date range for this report is 31 days.

Use

Use this report to review visit activity by client and compare scheduled times to actual times. This report shows the services being provided to specific clients over the course of the month. Tasks performed are displayed to show the specific activities being provided to the client.

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.

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
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 Name	the employee's name
Employee ID	the employee's Santrax ID
Visit Date	the date of the visit
Schedule: Start	the scheduled start time for the visit
Schedule: End	the scheduled end time for the visit
Schedule: Hours	the total hours scheduled for the visit
Actual/Adjusted: Start	the actual/manually entered start time for the visit
Actual/Adjusted: End	the actual/manually entered end time for the visit
Actual/Adjusted: Hours	the actual/manually entered hours elapsed for the visit
Service	the service performed for the visit

Tasks

Columns	Description
ID	the task ID
Name	the task name
Reading	any reading entered for the task
Total Visits	the total number of visits for the client over the selected date range
Total Scheduled Hours	the total number of scheduled hours for the client over the selected date range
Total Actual Hours	the total number of actual hours for the client over the selected date range
Total Adjusted Hours	the total number of manually entered hours for the client over the selected date range
Total Tasks	the total number of tasks
Average Tasks/Visit	the average number of tasks performed for the visit

Sample Report

Individual Client Activity Report - Sample