Expanded Visit Summary by Client

Description:

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

Use:

Use this report to review visit activity for clients over a selected date range. This report allows users to view client activity across all workers. The report can be used to support billing when there are rollups by member and date.

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
SPV	the supervisor at the provider agency
Client ID	the 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
Visit Date	the visit date
Santrax ID	the employee's Santrax ID
Employee Name	the employee's name
Payer	the payer for the related visit
Service	the service performed for the visit
Visits: Start	the start time of the visit
Visits: End	the end time of the visit
Hours	the length of the visit in hours
Date Sub-Total	the sub total of visits that occurred on that day
Client Totals	the total number of visits performed for the client over the selected date range

Sample Report

Expanded Visit Summary by Client - Sample