Expanded Visit Summary by Employee

Description:

This report shows an expanded view of all visits for the selected date range. The report is broken out by employee, with each change in employee starting a new page. The visit dates, start/end times and other general information about the employee’s visits are included. The maximum date range of this report is 730 days.

Use:

Use this report to review all employee activity to support payroll and understand how many hours specific employees are working.

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.
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
Account	the provider agency
Employee ID	the employee's ID
Employee Name	the employee's name

Report Output

Each column of the report displays:

Columns	Description
Visit Date	the date of the visit
Client ID	the Sandata client ID
Client Name	the client’s name. Blank if unknown.
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".
Service	the service performed for the visit
Visit: Start	the start time of the visit (if an adjusted value exists, it is displayed here. if no adjusted value exists then the actual start time is displayed)
Visit: End	the end time of the visit (if an adjusted value exists, it is displayed here. If no adjusted value exists then the actual end time is displayed)
Hours	the duration of the visit in hours

Sample Report

Expanded Visit Summary by Employee- Sample